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Skills

  • Branch operations management
  • Financial administration
  • Client relationship development
  • Invoice generation
  • Business operations
  • Customer needs assessment
  • Cross-functional collaboration
  • Strategic planning and execution
  • Bilingual or multilingual proficiency
  • Staff performance evaluation

Work Experiences

  • Collaborated with external partners in Banking and Financial Services to develop cross-promotional campaigns, increasing new account sign-ups by 56%.
  • Achieved high scores in regional performance reviews.
  • Administered the daily cash vault.
  • Achieved 43% improvement in customer retention rates.
  • Collaborated with regional managers to set and track quarterly sales targets, exceeding objectives by 65% consistently.
  • Assessed key performance metrics.
  • Conducted quarterly performance reviews for 11 branch staff.
  • Achieved zero discrepancies over 18 months.
  • Allocated branch resources effectively.
  • Generated sales by completing the entire sales cycle, from prospecting to contract negotiations and closing.

Summaries

  • Discerning Banking and Financial Services professional with demonstrated financial management and program management abilities.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Achieved 76% improvement in customer retention rates.
  • Assistant Branch Supervisor has prior management experience in the Banking and Financial Services.
  • Proven track record of motivating spearheaded to achieve team, individual, and management goals.
  • Ability to recognize framework issues and integrate metric solutions to achieve system.
  • In a team setting, this friendly professional is known for fostering constructive and cooperative working relationships.
  • Motivating leader who has built and managed framework teams in the past.
  • Knowledge of Jira in depth, as well as stakeholder engagement and team leadership abilities.
  • Communicative and team-oriented, with ServiceNow expertise.

Accomplishments

  • Implemented new branch scheduling software, optimizing staff hours and reducing overtime costs by 8 monthly.
  • Designed an onboarding checklist that contributed to a 31% reduction in employee turnover within the first 6 months.
  • Initiated a branch partner program with local businesses, improving cross-promotion strategies and increasing foot traffic by 52% in 2021.
  • Enhanced branch cleanliness and ambiance through regular facilities audits, improving customer appraisal ratings by 50%.
  • Reduced branch operational expenditures by 12 by negotiating better supplier contracts.
  • Worked closely with the marketing team to implement local advertising efforts, yielding a 17% increase in new account openings over several months.
  • Developed and executed branch-specific sales promotions, increasing quarterly revenue by 11.
  • Initiated a continuous improvement program for branch operations resulting in a 79% increase in operational uptime.
  • Partnered with regional managers to set strategic sales goals, achieving 30% over target consistently.
  • Established collaborative relationships with nearby branches, facilitating resource sharing that reduced staffing shortages by 28%.

Affiliations

  • Active participant in the Financial Planning Association (FPA), concentrating on portfolio management growth and client retention strategies.
  • Member of the Bank Administration Institute (BAI), focusing on innovation in retail banking services and fraud prevention.
  • Enrolled in the Certified Anti-Money Laundering Specialist (CAMS) certification program, emphasizing compliance in branch supervision.
  • Active participant in national branch management leadership roundtables, discussing best practices for enhancing customer experience.
  • Enrolled in the Customer Experience Professionals Association (CXPA), focusing on elevating branch-level customer satisfaction.
  • Member of the American Bankers Association (ABA) since 2019, participating in training and seminars focused on regulatory compliance and branch efficiency.
  • Completed advanced courses in Financial Risk Management offered by Global Association of Risk Professionals (GARP).
  • Active committee member for the Financial Services Leadership Council, contributing to branch-wide operational improvements and time management best practices.
  • Enrolled in the Financial Executives International (FEI) Emerging Leader Program, focusing on financial strategy and operational growth.
  • Charter Member of the Credit Union National Association (CUNA), focused on financial literacy and member engagement in credit union operations.

Certifications

  • Advanced Cash Handling Certification – standard
  • Fundamentals of Supervision and Management Certificate – initiative
  • CompTIA Security+
  • ServSafe
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant (CPA)
  • Financial Analysis Certificate – metric
  • CompTIA Network+
  • Association for Project Management (APM)
  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association

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