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6-10 years of experience
Awarded "Branch of the Month" for delivering over $1.2 million in a loan sales challenge within the division.
- Recognized for consistently achieving exceptional audits by distributing checklists and holding individuals accountable for assigned operational duties.
- Recognized for innovative training methods and helped launch the retail division's ongoing product and sales training.
- Created sales campaigns that catapulted market-share gains in commercial loans from $200 thousand to $10 million within three years.
0-5 years of experience
- Grew profitability of branch 18% during 2008 by controlling overtime and keeping fee rebates to a minimum.
- Developed monthly sales strategies that led to deposit and loan growth.
- Worked with all business partners to assist clients in meeting their financial needs through cross selling their services.
- Created and met sales goals of $1.1 million in core growth.
- Trained and mentored all employees which resulted in two employees being promoted internally.
0-5 years of experience
Managed all branch operations. Completed profit and loss statements monthly to ensure accuracy of profit and losses for each month. Interviewed, hired and trained several customer service representatives. Completed scheduling for the 7-day operation of branch. Worked on creative ideas for charity fund.
- Contributed to branch experiencing profit with first 6 months by creating incentives for Walmart employees and other prospective customers; explained benefits of products including advantage of 7-day banking advantage.
- Created branch incentives for representatives, helping branch experience 45% increase in new customers.
- Recognized for interviewing and hiring the right fit representatives and was given opportunity to hire all new representatives for new in-store branches.
0-5 years of experience
Moved banking center rank from 13th to 1st in 3 months with sustained success. Finished 2nd overall for 2012
- Business lead for the Austin district, focusing on business education and development
- Host/Presenter for all Austin functions from recruiting to awards to classes.
- Developed and improved new processes to increase buy-in and focus for associates
- Focused on bringing customer satisfactions scores to 95% and higher by creating a team focus and using customer centric processes. 6 straight months of perfect scores to finish 2012
- Achieved 96.8% score in annual operations audit. Operationally ranked 2nd in Austin
0-5 years of experience
Accountable for a team's acquisition of business and consumer relationships along with maximizing the relationships of existing clientele
- Accountable for outside credit and deposit product sales to the surrounding small business demographic
- Coached proper sales techniques, service expectations, and compliance guidelines, while modeling the same
- Conducted weekly/monthly/quarterly performance evaluations of direct reports, furthermore developing and monitoring individual plans for all direct reports and business partners
- Created, supported, and managed 5 area teams with 4 branch managers per team to promote an ongoing sales learning environment so these managers could in-turn train there teams
- Individually created and maintained a SAW relationship with LIFESPAN, the largest private employer in the State of Rhode Island
- Individually managed and facilitated bi-weekly new hire orientation presentations and monthly financial seminars for an audience (up to 175 people) in Lifespan's auditorium setting
0-5 years of experience
Directed and managed all branch's operations in highly competitive and high volume Washington, DC location; closed $1 million and more in loans for two consecutive years.
- Prepared and evaluate costs and revenue of agreements to determine continued business profitability.
- Examined loan applications and oversee flow of cash or other financial instruments.
- Coached personnel, coordinated performance reviews, training and development for a staff of 10.
- Implemented operational methods to increase branch productivity.
0-5 years of experience
- Recruited, trained and coached a successful sales team of 15 employees.
- Ranked as a top 3 Bank Manager out of 27 for Wells Fargo in the state of Wyoming.
- Improved overall sales by 50%, increased profit margin and improved customer satisfaction by 40%.
0-5 years of experience
Maintained and achieved all production goals such as deposits and loans and ensured it on schedule.
- Monitored client issues and assisted in getting prompt resolution for same.
- Hired, trained and supervised working staff of 15, developed ways to increase profitability of sales process, account retention, satisfaction.
- Analyzed product and policies and recommended changes to maximize profitability.
- Executed audit functions to ensure the accuracy of accounting systems and procedures.
- Maintained accounts receivable/collections, reporting and adequate documentation of all
- Established business relations with neighboring new and existing business owners to maximize the banks presence and commitments to serving the community.
0-5 years of experience
Ran daily operations of the branch office including staff supervision, sales goal management, and originating consumer loans and staff training, as well as making sure the bank was secure through BSA and AML awareness.
- Took an underachieving branch and brought it to #5 in a region of 21 offices and 2nd highest in profitability by year-end 2008.
- Coached PB into getting annuity license & selling over $800,000 in annuities and ranked as #1 PB in the region year one, second year attainment was over $1,000,000 in sales. Branch received its first Branch of the Month award ever. (received 2 for the year)
- Reduced head count through attrition while increasing sales productivity. Hired 4 new staff members to the branch. Coached 2 through teller III rank (one in her rookie year), the teller III hired was coached thru promotion to Senior Teller, and a 10 year veteran teller II was coached to teller III rank, PB was promoted to PBII.
0-5 years of experience
Oversaw the day to day operations of a full service bank branch, to include eight bank employees.
- Responsible for the opening and securing of all bank doors and cash vault during daily operations.
- Conducted the Monthly Auditing of all Finance Clerks and Bank on hand cash with an estimated total of $250,000 on a low day and $300,000 on a high day.
- Managed ongoing customer relationships, through regular phone calls, correspondence, and personal meetings.
- Processed and finalized 250 loan applications in preparation for approval.
- Prepared a variety of monthly Bank reports, such as audit reports and loan reports.
- Ensured all employees were in compliance with regulatory requirements and policies.
- Completed various Banking regulatory and Customer Service courses, to include monthly exams on work proficiency.
6-10 years of experience
Responsible for the overall organization and coordination of the blood bank. 25 direct reports.
- Assures that all tests were performed under the guidelines as required by regulatory agencies. Insures that proper procedures and standards were followed and that Red Cross objectives regarding safety of laboratory personnel were met.
- Organized promotional programs to guarantee right level of blood donations.
- Negotiated sales contracts with hospitals and clinics for blood supply
- Managed proper blood inventory and purchases of medical and office supplies.
- Managed suppliers and customer service.
- Coordinated Residents/Fellows Transfusional Medicine rotations.
6-10 years of experience
- Sales Manager, successfully maximizing branch profitability of $20 Million in Assets, ensuring year over year P & L growth.
- Led personnel to achieve annual sales goals by developing, implementing sales and marketing strategies to align with annual sales initiatives
- Directed all aspects of retail branch operations, achieving annual net profit of over $350K
6-10 years of experience
Managed everyday activities and ensured optimal levels of customer satisfaction.
- Maintained good relationships with clients and administered customer requirement.
- Supervised office in absence and provided direction to team.
- Administered office security and performed tests on security equipment.
- Determined goals for all cross selling products and maintained good relationships.
- Processed and approved international and domestic wire transfers.
0-5 years of experience
- Second in charge of entire branch. Responsible for branch operations and administration.
- Made referrals to investment consultant and mortgage representative.
- Expedited loan requests.
- Reviewed daily overdrafts, opened and closed branch, oversaw sales, and supervised head teller.
- Resolved customer service problems.
- Served as Manager for one six month period and one 12 month period. Exceeded goals in both terms.
6-10 years of experience
Performed employee annual evaluations and disciplinary actions, when needed.
- Led group and one-on-one employee training sessions.
- Oversaw daily branch operations - ordering office supplies, ordering currency and preparing currency shipments, etc.
- Monitored various daily/weekly reports - overdrawn accounts, collections calls, ChexSystems reporting, etc.
- Cross sold banking products and services - checking/savings accounts, CDs, money mutual accounts, personal loans, auto loans, etc.
- Solicited new business and maintained existing customer relationships.
0-5 years of experience
- Responsible for the overall management and meeting sales goals of the Loudonville Banking Center
- Led a team of banking professionals and financial consultants in meetings sales goals, providing high level customer service, and meeting compliance guide lines
- Prepared and delivered performance appraisals for subordinates
- Developed business client relationships and managed commercial accounts and met business lending sales goals
- Provided financial solutions that addressed both personal and small business needs
6-10 years of experience
Manage all operations & sales for 6 - 18 associates. Annual deposits $25 million - $350 million.
- Develop strategic plans to grow the business through community outreach activities & culminate business partnerships. Manage difficult customer situations by providing information and advising as needed
- Work with auditors, regulators, senior bank officials, and law enforcement to enforce Patriot Act, Anti-Money Laundering, and similar regulations
- Supervise and train associates on consumer advocacy & regulatory compliance, sales protocols, and workforce development
- Conduct performance evaluations & individual development plans (IDPs) for all direct reports
- Directed banking center closures: (Edgewater & Foothill: May '08 - July 2009)
- Managed $850K bank renovation in SSF (Project finished under budget, Feb. 07 - Aug. 07)
0-5 years of experience
- Led 12 person staff responsible for creating relationships, providing exceptional service, and growing branch with $130MM in deposits
- Managed branch's loan pipeline and approved home equity and other declined loans when appropriate
- Analyzed customer profitability information and branch financial worksheets to negotiate specialized deposit rates
- Responsible for all branch audits and regulatory compliance
- Worked to improve the local community and client relationships as a Director on the Westchester Chamber of Commerce board
0-5 years of experience
- Managed a branch portfolio of $72M in deposits and loans in addition to a staff of seven
- Managed accountability of high-profile business development and incorporated strategic alliances with clientele
- Supervised functions within the banking center including sales, service and operations
- Devised and implemented innovative marketing principles, promotional sales events to support financial growth
- Led sales calling efforts for multiple offices to identify sales opportunity and ensure customer satisfaction
- Hired, oriented, trained, coached and developed a staff of seven in the areas of sales, service, policies, procedures
- Participated in community events to position the bank as a leader within the community
10+ years of experience
- Developed, revised, and implemented procedures for supported lines of business. Managed a team of 12 team members, coached 4 Personal Bankers, and developed various Service Managers, as well as planned successful strategies targets to meet and exceed store goals (1990-2011)
- Facilitated informational training sessions for supported lines of business regarding the use of proper methods to promote client retention, plan strategy targets to meet and exceed store goals, and promote team performance
- Conducted "train-the-trainer" sessions, and provided post-implementation support for internal projects
- Developed and maintained close relationships with business partners such as mortgage loan officers, business banking officers, insurance partners, merchant partners and brokerage representatives
- Consistently meet and exceed profit, deposit loan and sales goals, by promoting company products and services within the community
- Branch received the highest rating in my district (First audit in 2010 under Mortgage Lender- mortgage loans). Led the district in highest service scores
0-5 years of experience
Manage the 4 key areas of the branch: Business, People, Relationships, Risk
- 9% financial growth in first year in role ($53MM Funds under management)
- Through first year exceeded branch's prior year's production in key categories including sales revenue, lending, business and deposit growth
- Provide weekly and monthly sales coaching to ensure branch revenue growth
- Manage risk (audits) to ensure compliance with bank and federal guidelines
- Manage staff ensuring proper branch coverage to meet customer demands and business needs
- Work closely with Market Manager and HR in order to build an environment that promotes organic growth and bench strength
0-5 years of experience
- Achieved top performance level for banking center
- Selected from 13 branch managers to open new branch
- Exceeded new build branch growth objective by 106%
0-5 years of experience
Opened new accounts and handle everyday operational activities.
- Recruited and hired employees for retail banking positions.
- Partnered with line of business partners for business development.
- Engaged in monthly accountabilities, training, and coaching of employees
- Participated in outside business development calls 3 times a week
- Exceeded loan, deposit, and investment sales goals for office.
- Team development, feedback, and performance evaluations.
0-5 years of experience
Opened new accounts and handle everyday operational activities.
- Recruited and hired employees for retail banking positions.
- Partnered with line of business partners for business development.
- Engaged in monthly accountabilities, training, and coaching of employees
- Participated in outside business development calls 3 times a week
- Exceeded loan, deposit, and investment sales goals for office.
- Team development, feedback, and performance evaluations.
0-5 years of experience
Grew profitability of branch 18% during 2008.
- Develop monthly sales strategies that lead to deposit and loan growth.
- Worked with all lines of business to improve customer relationships.
- Cross-sell all banking products including deposit products and lending products.
- Promoted two employees to new positions created by branch success.
- Created and met sales goals.
0-5 years of experience
Responsible for daily operations, including management of tellers and customer service staff.
- Sales oriented
- Always in top three for sales retail personal business lending accounts one time was number one
- Provide sales leadership to ensure franchise growth through personal example and regular monitoring of team sales results.
- Scheduled bankers and customer service representative to ensure adequate coverage for a sixty two million dollar base branch with ten employees.
- Keeping branch in compliance with all bank policies and procedures and prepares branch for internal audits.
- Monitored branch service quality levels and coach staff to achieve appropriate levels.
- Responds and resolves any complex customer complaints and questions.
10+ years of experience
- Achieved revenue targets and customer satisfaction
- Hired, trained and supervised a staff of eleven employees
- Administered planning appraisals, vacation days, payroll activities and internal auditing of branch
- Maintained branch operational integrity by streamlining policies and procedures
- Cashed checks, posted deposits and withdrawals
- Managed and retained portfolios of client relationships over $250,000
- Identified customers' financial goals and objectives
- Proven track record of oustanding individual sales performance
0-5 years of experience
Managed 12 employees at a $110 million branch bank
- Responsible for sales development, deposit retention and customer service standards
- Consistently achieved over 100% of fee income goal and kept customer service scores at 98%
- Made significant contribution to revise bank manager's commission program and bank profile for sale of organization
0-5 years of experience
Assured compliance with Internal Revenue Service
- Prepared work schedules for five employees which included; vacations, personal days, sick days
- Audited teller drawers and vault cash monthly, also ran vault and teller window if needed
- Collected and executed loan documents for personal and auto loans
6-10 years of experience
Managed daily operations of a Tier II Brach with deposits over $85MM
- Hired, trained, and coached a sales and operations team of both tellers and sales associates
- Retail Lending and Commercial Loan sales and closing experience
- Building and enhancing existing personal and commercial relationships
- Sales Manager, coaching and managing to an assigned number to meet and or exceed goals
- Board involvement
0-5 years of experience
Accountable for delivering superior financial results and best in class customer service that defines great customer experience.
- Creating a proactive sales and service environment in which employees deliver clarity to customers through simplicity, guidance, and know-how.
- Responsible for maximizing employee productivity and effectiveness through leadership and coaching.
- Establishing and enhancing the Bank's presence in the local market and developing strong community partnerships.
- Accountable for risk and compliance management and the optimal operation of the branch.
- Managed a bank portfolio of $144 million in combined deposits and loans
10+ years of experience
Oversee the sales of bank products, new business, operations, and customer service activities while concurrently managing responsibilities encompassing the Bank Secrecy Act (BSA) and regulatory compliance.
- Recruit, manage, and develop up to 26 team members. Oversee training programs, create instructional materials, and deliver teller and operational training in both group and 1:1 sessions.
- Evaluate financial reporting systems, account and collection procedures, and investment activities and recommend changes to procedures, operating systems, budgets and other financial controls.
- Review kiting reports and currency transaction reports for accuracy for five branches; ensure accuracy prior to filing to ensure BSA compliance.
- Perform OFAC and 314A certifications under the US Patriot Act.
- Administer all monthly, quarterly, semi-annual and annual certifications.
- Ensure policies and procedures are in place to pass all FDIC and internal compliance audits.
- Served as an integral team member in opening the first bank in the Las Vegas market. Communicated with stockholders and other investors to raise capital, established policies and procedures, and advised subsequent branches coming into the market.
0-5 years of experience
Top Assistant Manger in Missouri/Illinois Market.
- Scheduled Associates.
- Among the Top Sales Associates in Missouri/Illinois for 6 quarters.
- Used Effective questioning to uncover the needs of my customers to help meet their financial goals and deepen Bank relationships.
6-10 years of experience
Supervise and coach a team on the proper behaviors, sales techniques, service expectations and compliance guidelines.
- Strong Team Leadership and exceptional decision making skills and acting as a role model for the team members.
- Manage the hiring process for all team members.
- Assist in the management of monthly audits and related reports to ensure the integrity of Bank Operations.
- Oversee a branch team consisting of 10 C.S.Rs, 4 Supervisors and 8 Tellers.
- Manage Branch with an average of $1 MM in monthly deposits.
- Manage difficult situations with customers and provide them with information and advice.
- Originate, review, process, close and manage customers lending process.
0-5 years of experience
Responsible for all aspects of hiring, coaching, training, and developing team members to achieve consistently high performance goals
- Met monthly, quarterly, and yearly sales goals through innovative programs
- Maintained branch compliance and exemplify Wells Fargo culture
- Professionally represented [company name] at all times
0-5 years of experience
Manage bank sales activities by establishing goals and activities to attain new customer relationships and retain existing relationships.
- Develop staff through ongoing coaching sessions to ensure that all are personally committed to consistently exceeding customer expectations every time, everywhere.
- Develop, maintain, and cultivate community and new business contacts to enhance bank visibility and maximize business development opportunities.
- Supervise and participate in the opening and maintenance of all savings, checking, and deposit services of retail and business bank customers.
- Meet individual sales accountability expectations on a daily basis.
- Interview and hire quality staff that are bright, verbal and assertive, and possess strong sales abilities.
0-5 years of experience
Promoted and sold bank deposit services to new and existing customers
- Counseled customers on financial problems and product decisions
- Served as acting bank manager
- Supervised, educated and trained employees on bank procedures and customer service deliver
0-5 years of experience
Sales and marketing strategy - developed and implemented aggressive marketing and sales plans.
- Team development - coached and developed an effective team while enhancing the performance of the bank.
- Business development expert - able to leverage current book of retail and small business clients driving total branch sales to new heights. Enjoy a pool of Chicago-based referral sources.
- Client care leader - inculcates best-in-market customer service culture among all colleagues.
- Effective leader and coach - provides daily team coaching and leadership focusing on advancing the strengths of each colleague.
- Proven sales leader - successful driven sales initiatives of two locations within the organization.
- Operations - leadership and coordination of all activities of branch tellers.
10+ years of experience
Led the branch to become profitable by augmenting profitable clients
- Provide leadership to community organizations to manage and promote the Bank's image.
- Manage Branch to significantly eliminate operations errors.
- Provide leadership through recognizing, coaching, stimulating, visioning and team building.
- Led staff and collaborated with internal departments to open a new branch location.
0-5 years of experience
Oversee the operational functions of the bank including loss prevention, customer retention, and compliance with audit standards.
- Interview, hire, and train new staff
- Train a team of tellers by coaching, mentoring, and teaching them about policies, procedures, compliance, and banking transactions.
- Work with tellers to help develop their professional skills based on their goals to support them in career growth.
- Model and facilitate positive customer experiences for tellers and other staff to improve customer retention.
- Embrace company values and hold staff accountable to high company expectations.
0-5 years of experience
Started as a Financial Service Representative (FSR): Assisted customers with financial needs, completed monthly audits, balanced and maintained ATM, opened new accounts, followed BSA procedures.
- Was promoted to the Assistant Manager position, then to the Bank Manager position within 2 years
- Responsible for - employee supervision, training, networking, scheduling, making overdraft decisions, depositing holds, verifying funds, opening and maintaining accounts, conducting wire transfers
- Process money orders, cashiers checks, traveler's checks, etc.
- Market bank products and services to customers
0-5 years of experience
Handles the day- to-day operational activities of the bank to ensure customer's satisfaction in a positive manner
- Responsible for establishing a full-relationship with customers and meet a broad range of financial service requirement and pursue 100% of each customer's business
- Performs tasks of selling bank products to customers and prospects, by opening new accounts, including consumer loan products and DDA products
- Provides supervision and direction of the office in the absence of manager
- Establish goals that include selling and cross selling by- product and transactional volumes
10+ years of experience
Provide leadership and direction to the employees of two Cambridge, MA offices.
- Manage and retain banking relationships of individual and business clients.
- Consult with clients and prospects on developing investment and/or lending relationships.
- Coordinate and administer referral training of branch personnel on a weekly basis.
- Develop and maintain strong working relationships with all internal banking departments.
- Cross sell bank products to bank and investment clients.
- Report sales results to senior management and colleagues on a weekly basis.
6-10 years of experience
Responsible for all functions and staff within the branch
- Achieve business growth by improving revenue, controlling losses and meeting or exceeding customer expectations
- Build relationships with customers, staff, business partners and members of the community
- Set goals, develop and effectively execute a detail oriented daily action plan
- Coach and develop the Assistant Branch Manager and Personal Bankers. Along with the Assistant Branch Manager, lead the tellers to help create a strong team environment
- Demonstrate leadership, balance management, profitability, employee development and customer retention
0-5 years of experience
Analyzed Financial Metrics
- Developed Strategic Partnerships
- Experience gauging talent levels, placing the right people into the best-fitting jobs, and developing and growing skills of employees
- Lead a team to meet individual, team sales and customer satisfaction goals
- Ensured all operational standards, policies and procedures were followed and kept up with always changing government and banking regulations
0-5 years of experience
Responsible for a 36 million dollar book of business, retaining, growing and enhancing the book
- Accountable for hiring, retaining, and developing employees to their full potential
- Accountable for strengthening and maintaining sales in all forms for business purposes
- Charged with maintaining and enhancing customer service at the highest level month-to-month
- Effectively communicate with customers, other businesses, colleagues and management
0-5 years of experience
Provide sales and service leadership for the branch and is the market leader in the designated business area
- Accountable for new client acquisition, retention, and client/employee satisfaction
- Marketing products and services to generate profitable revenue by calling small businesses, developing center of influences, and networking in community
- Partnering and referring business to professionals in retail, investment, mortgage, and business banking.
0-5 years of experience
- Teach Credit Products, Policies, and Procedures Including Consumer Loans, Lines of Credit, Home Equity, Business Loans, Credit Cards, and Mortgages.
- Implement Focus on Increasing Investments Book of Business.
- Consitently Increase Cross Sell Relationships Between Bank and Partners; Including Mortgage, Insurance, Business, Financial Advisors.
- Manage 13 Member Team in Branch with over $100 Million in Deposits.
- Ensure compliance with the S.A.F.E. Mortgage Licensing Act of 2008 regulations.
0-5 years of experience
Started as a Teller, was promoted to Personal Banker II and promoted to current role
- Accomplish day to day banking tasks and transactions
- Maintain internal audit and operational compliance
- Open accounts, advise products and take loan applications
- Maintain high ranking of personal and branch customer service
- Responsible for generating sales off of the line and finding best fit products for customers
- Responsible for secondary coaching of bankers while implementing such techniques as the DISC and ADKAR models
10+ years of experience
Worked in various capacities in the Bank in supervisory and managerial level.
- Ensuring delivery and management of Banks targets viz. Deposits & Advances.
- Overseeing the general supervision of all activities of the branch within the preview of established policies.
- Managed independent branches of the Bank in urban and rural areas.
- Credit Appraisal; Retail Lending including Mortgages (housing loans -for residence -individuals)
- Lending to Small and Medium Enterprises SME
- Experience in Rural banking (community development programmes), micro credit, Formation and extending credit to Self Help Groups.
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