retail branch manager resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
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Professional Summary

Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Results-driven with successful career training, monitoring and encouraging retail teams to give customers memorable and positive experiences. Proficient in all areas of store operations and reliable in developing and capitalizing on improvement opportunities. Poised and professional skilled at informing clients about banking products and services while recommending best options to meet needs.

  • Received the “Retail Branch Manager of the Year Award” for exemplary performance and recognition for branch growth in both deposit and loan base.
  • One of 3 managers to Co-manage multiple branch locations
  • Sales professional
  • Relationship building and management
  • Cash handling expertise
  • Customer service awareness
  • Employee Development
  • Community Relations
  • Staff Management
  • Team Player
  • Verbal/written communication
  • Product training
  • Goals and performance
  • Resourceful nature
Work History
Retail Branch Manager, 01/2003 to 03/2021
Fidelity D & D Bancorp, Inc.Dunmore, PA,
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Gathered and reviewed customer feedback to improve operations.
  • Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Engaged employees in business processes with positive motivational techniques.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Assessed employee performance and developed improvement plans.
  • Identified and capitalized on community business opportunities with effective networking.
  • Maintained friendly and professional customer interactions.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
Retail Assistant Branch Manager, 06/2002 to 12/2002
Woodforest BankMonroe, LA,
  • Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
  • Attained expert level of product knowledge, becoming go-to person for major sales and vendor negotiations.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Supervised team of 6 branch employees and made recommendations regarding performance evaluations.6
  • Coached and developed branch staff by offering constructive feedback and strategic training opportunities.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Retail Teller, 02/2000 to 06/2002
Heartland Bank & Trust CoPeru, IL,
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Stocked supplies for customers and personal teller station.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Calculated fees due, interest and change for customer transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Handled various accounting transactions.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Received loan and utility payments, sending funds to correct destinations.
Bachelor of Arts: Business Management, Expected in to University of Texas At Tyler - Tyler, TX
Associate of Arts: Business Administration And Management, Expected in 05/1994 to Kilgore College - Kilgore, TX

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Resume Overview

School Attended

  • University of Texas At Tyler
  • Kilgore College

Job Titles Held:

  • Retail Branch Manager
  • Retail Assistant Branch Manager
  • Retail Teller


  • Bachelor of Arts
  • Associate of Arts

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