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0-5 years of experience
Managed the operations side of the retail bank branch. Worked with the Branch / Sales Managers daily to ensure customer needs were met. Created the weekly schedule for and supervised a team of up to 15 direct reports.
- Reduced branch fraud by over 20%.
- Investigated and prevented suspected fraud activity for all house accounts.
- Processed the daily overdraft decisions, monitored overdraft and kiting reports, and actively managed charge-off losses.
- Balanced general ledger, demand deposit, and suspense clearing accounts.
- Ensured operational and security compliance training completed according to schedule.
- Performed teller cash drawer audits, consignment item audits, and branch mini-audits in preparation for the annual external audit.
- Oversaw branch cash flow of up to $500,000 and assisted with currency shipment preparation.
6-10 years of experience
Managed the overall administration and operations of a sales branch office. Charged with the responsibility and accountability for all operational and financial aspects of the branch. Supervised a
staff of six administrative associates; supporting a sales organization of 48 financial professionals.
- Established a client relations program to reconnect with client base, especially “orphaned”
- Implemented monthly mailing program, offering annual client review service; resulting in 20 %
- Assisted in helping to grow the organization from 36 to 48 sales associates; and from two to three
- Maintained cost controls, working within budget resulting in annual profit margin between 9% to 15%.
- Assembled and directed an effective team- moving the entire facility to an new office location. The
- Improved processing time by one day by combining the application omission and client suitability
- Helped oversee the training of replacement personnel to new service center.
0-5 years of experience
Provided leadership and direction for 20 sales branches with more than 50 loan officers and operations staff while overseeing the daily operation of the Direct Division. Responsible for
facilitating optimal efficiency and quality during all lending phases from application to funding.
- Developed and implemented annual business and marketing plans, along with budgets and accurate sales forecasts.
- Designed sales and marketing programs designed to drive branch competition using sales rewards and recognition; provided strategic direction for staff and channel resources.
- Managed all recruitment and training of a top-producing lending team; trained staff in changes to interest rates, market trends and economic factors to maintain a record of zero re-purchases.
- Ordered titles, surveys and appraisals; negotiated with attorneys and communicated with banks regarding changes in available/qualified loan products.
- Analyzed applicant risk and financial status, with emphasis on residential real estate lending
- Handled all credit and lending phases, including review and analysis, structuring,
0-5 years of experience
Responsible for building from scratch an operations department providing direct support to a sales staff of 16 loan officers, including supporting outlying branches
- Directly hired and managed 7 operational employees and provided technical support training and product guidance to operations staff, including 16 loan officers
- Successfully managed a pipeline that closed 690 units in 2013 for $198M and 976 units in 2012 for $249M
- Managed an operational processing staff that closed an average of 13 loans per month with an internal accuracy rate of over 99%
- Personally created and implemented internal branch office procedures to meet changing regulatory requirements and internal policies
- Provided direct support to Sales Manager and disseminated all changes in procedures, regulatory requirements, program additions/changes/guidelines to branch staff
6-10 years of experience
Maintained client relationships by assisting customers in the management of their accounts, proactively solving problems and responding to inquiries and concerns regarding financial needs.
- Consistently met and exceeded production goals by providing client referrals to all lines of business; recognized as a Top Performer for two years.
- Coached tellers and platform staff along sales, service, and operational metrics, resulting in increases in measureable service standards and teller referrals.
- Balanced a cash vault on a daily basis, and managed daily operational standards related to new account opening, transactional processing, overdraft exposure, and internal ledger accounts.
- Implemented marketing redesign during rebranding, coordinating with both outside vendors, and sales and marketing managers.
- Provided onboarding coaching to new hires, and supplemented in-branch training related to the rollout of a new teller service system.
- Managed a Mass Affluent branch with $175 million in deposits in absence of branch manager for four months, during which the branch returned positive deposit growth, as well as a strong internal operational control rating.
6-10 years of experience
Oversee the daily safety, health, training and regulatory compliance of the facility while managing warehouse, tank farm, and transportation activities to meet or exceed customer requirements and company standards. Manage shipping, receiving, and inventory functions.
- Improved, maintained overall facility Safety, Health & Training record while managing multiple facilities.
- Completed the Branch PSM/RMP with support from the Regional Regulatory Manager.
- EH&S Auditor for Southeastern Region, completing 2 or more audits per year.
- Trained new Branch Operations Managers for Southeastern Region.
- Developed & implemented initial Standard Operating Procedures for facility.
- Assisted Corporate with several building projects.
- Managed team that converted former E&E facilities within UVX during acquisition of several facilities.
0-5 years of experience
Managed and oversaw administrative functions to ensure all paperwork was processed efficiently and in a timely manner and met all compliance requirements.
- Maintained accounts of daily transactions of cash or check acceptance and withdrawals.
- Lead operational audits and took responsibility for staff preparation and development
- Participated in special reviews and investigations including employee and vendor misconduct and fraud. Wrote audit programs and reports and presented results to upper management.
- Maximized profitability through superior customer service, effective and prompt communication and follow-up on all pending matters with the customer
- Prepared audit reports and reported the positive and negative aspects of the organization’s functions.
- Verified documents and checked compliance of regulations in opening and closing bank accounts and validated its accuracy and legality.
6-10 years of experience
Managed, supervised and coach teammates on the proper execution of banking center key plays while role modeling desired behaviors.
- Successfully and proactively managed risk in every business transaction leveraging identify, escalate, debate.
- Executed leader plays: leading from the lobby and meet the customer to engage and resolve complex customer issues and transactions.
- Identified and created strategies to successfully lower customer problem incidents.
- Observed and provided actionable feedback to each banking center teammate.
- Developed associates proficiency in all aspects of sales, service and operations for personal growth and advancement.
- Collaborated with business partners such as mortgage, merchant, small business to ensure
- Acted as an operations champion for our market leadership team by providing operational updates, best practices and assistance in managing operations for successful BCCR audits and risk management.
- Consistently lead weekly conference calls and monthly leader meetings.
0-5 years of experience
- Conducted interviews, screenings, and aptitude tests to identify top candidates to fill job orders for clients
- Built and maintained a core of associates including professional, commercial, and administrative
- Cultivated new and existing client relations by identifying relatable commonalities and providing valuable partnerships
- Operated as a mediator between client company managers and working associates during contention
- Expanded a new branch of working associates by 55% due to heightened client relations and superior customer service
- Participated in community outreach programs by teaching job seekers resume and interview competency
6-10 years of experience
Promoted a positive work environment in which team of mortgage professionals could achieve at the highest level.
- Leadership role in the origination and closing of new residential mortgages, including processing, underwriting, closing and post-closing delivery of compliant file to investor.
- Maintained open communication with regional sales manager and helped develop sales team. Provided staff with construction feedback and encouraged career development and the gaining of new skills.
- Conducted performance reviews and made personnel decisions such as compensation and promotions of operational support staff.
- Selected, onboard, trained and managed operational support staff
0-5 years of experience
Responsible for completing customer transactions such as deposits, and withdrawals, as well as processing payments for loans, lines of credits, and mortgages
- Performed weekly and monthly monetary instrument audits
- Clarified financial fees and service charges for customers pertaining to their accounts
- Carried out clerical tasks such as typing, filing and completing quarterly reports
- Answered customer phone calls and directed them to the correct office
- Scheduled appointments for investment specialists and personal bankers
- Balanced cash drawer at the end of the day, and made sure all other cash boxes where settled
6-10 years of experience
Extensive risk management and cash handling, premier customer service, sales referrals and market analysis, ordering currency and all supplies for the daily operations of the branch in accordance to the budget allotted, auditing control book which consists of the following: money orders/cashier and travelers check, teller audits/security checks, night depository logs, hold statements, key and security controls, branch assessments, and safe deposit logs. Completing daily reports, such as, branch cash reports, returned check report-cash items, teller incentive reports, time management report, and P&L reports. Quarterly reports on night depository and wire transfers.
- Conduct weekly meetings with all employees to improve communications, build a team-spirited environment, and improve job performance.
- Ranked in the top ten branches in MS for most improved in customer satisfaction scores in 2009.
- One of the top managers in MS with exemplary audits in 2009.
- Developed a checklist for daily completion that was distributed throughout the footprint of the bank.
6-10 years of experience
Monitored losses and developed plans to both identify issues and create ways to contain loss.
- Provided oversight for cash controls, audits, managed fee income and G/L accounts, as well as developing and instituting robbery prevention plans.
- Teamed with banking center employees, as well as executive leadership, to ensure the highest possible levels of compliance across operations.
- Effectively managed 10 to 18 branches simultaneously, consistently achieving #1 ranking within the region for minimal losses and overall sales performance.
6-10 years of experience
Manage P&L of a distribution center of building materials covering 17 states and over 120 active dealer accounts, including import and wholesale of natural stone slabs, tiles and handcrafted mosaic tile patterns sold to retail dealers in residential, hospitality, and commercial market segments.
- Built and implemented plans to launch a new distribution center. Performed vendor sourcing and negotiations to meet operations requirements and cost forecasts. Controlled year-over-year gross profit margins above 57% exceeding targets by resolving operational and facility problems to ensure minimum costs, staff training programs, reducing order processing delays, and adjusting inventory levels.
- Administering and supervising company policies, processes and procedures to ensure all department activities meet standards while developing continuous improvement efforts to address localized needs.
- Identified key performance indicators and created production and operating reports using ERP systems to review with branch and parent office departments. Reports provided data trends for Customer Service, Sales and Marketing teams to incorporate plans to fix gaps, pricing modeling, margin thresholds, system improvements, and other product mix functions.
- Review and approve preparation of accounting analysis for budgetary planning and implementation,
- Oversee Customer Service with order entry and processing, customer relation and problem solving, AR collections and billings, warehouse order picking and shipping, freight negotiations, pallet program implementation, warehouse management, inventory mapping, supply chain management and inventory control.
0-5 years of experience
Reviewed management and financial reports and resolved problems as necessary
- Ensured warehouse area was properly organized to support product preparation and inventory management process
- Determined staffing needs, recruited employees accordingly, and established work schedules
- Managed credit investigations and analysis on new and existing accounts
- Performed accounts payable processes and preparation of necessary documents and checks
- Assisted in obtaining master and product specifications with architects and engineers
- Certified to operate front-end loaders, forklifts and bobcats
6-10 years of experience
Interviewed and evaluated personnel and job applicants. Trained office staff and provided tools they required to reach expectations and achieve objectives. Managed and maintained customer relationships. Responsible for profit attainment, financial and operational procedures, payroll and employee performance. Increased the effectiveness and professionalism in each position held. Earned respect with a proven ability to obtain high performance levels from employees while maintaining a pleasant working environment. Directly responsible for management of major accounts, production, development, and overall branch operations. Responsible for assessing staff adherence to policy standards and ensuring Branch remained in compliance with federal and state regulations.
- Scheduled and supervised a staff of 7, by implementing daily procedures and providing training and guidance.
- Supervised all banking staff to ensure that workflow met high company standards.
- Audited processed work to ensure branch followed policies and procedures and maintained compliance.
0-5 years of experience
Run all office reports consisting of: title policies, stale dated checks, escrow exceptions, open orders, closed orders, non-zero balance, and accounting reports, as well as verify reports for accuracy
- Handled and solved clients complaints and issues regarding closings, and documents
- Responsible for notarizing and reviewing loans documents with clients
- Trained and mentored new employees, as well as temporary workers
0-5 years of experience
- Monitor pipelines to ensure workloads are balanced and service levels are maintained while providing feedback and developing processors’ skill levels.
- Implement product knowledge training for team and sales partners to reduce insuring exceptions and aid in expediting processing turn times.
- Aid processing and sales partners with escalated issues and work with customer and peer managers to resolve and prevent recurrence.
- Collaborated with peer management team on re-organization of branch and branch processes, increasing production and bringing branch to profitable state.
- Proposed and implemented concept of splitting department into specialty teams allowing for more effective work load balancing as well as the opportunity to sharpen the skills of processors identified for the specialty loan products.
- Increased productivity; within 4 months of implementation, loan production rose to record levels across department.
- Train and mentor government processors, reducing government insuring exceptions and ultimately saving fines and excess staff to work and clear exceptions.
0-5 years of experience
Conducted reference and background checks on placed applicants.
- Developed creative recruiting strategies to meet anticipated staffing needs.
- Communicated duties, compensation, benefits and working conditions to all potential candidates.
- Managed all phases of recruitment, including defining hiring management needs and posting available
- Developed and executed daily, weekly and monthly reports for employee headcount, hours worked, HR
- Assisted executive management team with development and presentations for business reviews and communications meetings.
- Brainstormed ideas to create a program to attract highly sought-after job skills.
- Developed and implemented effective safety programs reducing injury frequency.
0-5 years of experience
Created a winning operations team through effective coaching, training, and goal setting for operations staff.
- Drives loan pipelines and ensures all loans are compliant and close on time, every time.
- Verify that all loans are processed in accordance with established regulations, company policies, and secondary market guidelines.
- Developed and retained excellent working relationships between fulfillment staff and sales partners.
- Accountable for branch profitability including Cures and Costs Per Loan (CPL)
- Implemented new workflows, policies, and procedures for maintaining and exceeding productivity and quality service level agreements that were duplicated and shared across all teams company wide.
0-5 years of experience
Facilitate operational proficiency audit improving the overall customer and team member experience.
- Development and implementation of policies and procedures to effectively streamline customer experience methods.
- Liaison between branch departments and the executive team.
- Chairman of the branch Customer Experience Team to mediate potential service and quality issues to provide more effective operational excellence.
- Training and coaching management and department members to communicate and facilitate the overall company mission.
- Instituted several improvement processes that have been implemented company wide which have streamlined operational efficiency.
0-5 years of experience
Developed policies to effectively managed human resources and available materials.
- Coordinated with various activities and engaged in customer services activities.
- Administered effective working of all branch operation personnel and assisted human resources in various placement agencies.
- Assisted branch team and resolved any issues faced by same.
- Evaluated current processes and designed ways to improve productivity and enhance working of projects.
- Collaborated with branch manager and assisted in rolling out new programs.
- Performed audits on branch and ensured readiness of branch.
- Evaluated new accounts and checked for appropriate documentation.
- Performed risk management on various activities with help of logs, reports and associated operational activities.
- Provided support to various item processing functions such as review and balancing.
- Assisted clients in providing appropriate services and reports as requested.
0-5 years of experience
Assisted in meeting or exceeding branch goals by deepening the existing relationships, developing new and profitable relationships, and minimizing customer attrition.
- Support the delivery of quality customer service; developing an effective and efficient sales team.
- Helped in the overall management of the branch, including operations, sales, service, audit, and staffing with a primary focus on operations.
- Hired and trained new associates, performed performance reviews annually
- Responsible for overall operational integrity and operations management of branch.
- Assists Financial Sales Manager (FSM) and area management with development and execution of branch plan to ensure financial objectives are met, customers are served professionally, and branch staff members are in compliance with all policies/ procedures.
0-5 years of experience
- Supervised the Teller line and all Platform operations to ensure that policies and procedures were understood and followed
- Conducted audits on a regular monthly basis and monitored cash-on-hand, drawer limits, check cashing guidelines and security procedures
- Handled over/short statuses as well as reconciled Branch settlement differences
- Worked closely with the Branch Manager to ensure that all Team Members were fully trained and accustomed to their jobs
0-5 years of experience
Responsible for training new associates; transfers and associates new to banking.
- Sole member of management (responsible for all managerial tasks).
- Coached team members on how to make referral goals and grow the business through sales.
- Developed schedules, Individual Performance Plans and functioned as employees’ primary coach in career development.
0-5 years of experience
Responsible for the overall daily operation and administration of the service, parts & sales activities of two branch facilities employing 35+ employees in the business market of heavy-duty diesel engines and transmissions supporting on-highway trucks, off-highway trucks & equipment, marine, generator and commercial market segments.
- Developed, analyzed and effectively maintained branch financial goals, budgets, P&L, business plan, cost controls & objectives to meet corporation expectations.
- Created successful business partnerships with employees, customers, vendors and OEM representatives.
- Maintained an effective workplace environment that encourages communication, teamwork, productivity and goodwill amongst all employees.
- Responsible for managing the accuracy, timeliness and control of documents to ensure timely customer invoicing and vendor billing.
- Motivated employees elicit work output and develop teamwork of all branch employees.
- Responsible for contract preparation, negotiation, review & administration.
- Maintained branches to be in compliance with local, state & federal environmental requirements for safety, hazardous wastes and related environmental issues.
- Responsible for interviewing and hiring of all support staff.
0-5 years of experience
Sales: Developed & maintained client relationships and purchases with post-sales follow up activities.
Implemented upselling & add-on sales techniques with clientele.
- Customer Service: Placed product orders & maintained order documentation. Provided showroom & contractor support. Maintained showroom for cleanliness, ample sample inventory & product
- Purchasing: Purchased & received shipments from national distribution center & external vendors.
- Finance: Established new accounts, generated client & contractor invoices and/or credits, ensuring
- Warehouse Inventory Management & Processing: Maintined and completed full inventory & vendor
- Human Resources: Administered & managed weekly payroll & overtime processing & reporting.
- Logistics: Enforced company freight policies & cost agreements.
0-5 years of experience
Assisted in creating strong sales, service and operation culture, in which all branch employees and segment partners excel and achieve goals for 16 branches.
- Managed the overall organization of branch operations and security procedures, hiring and training of new staff, preparation of work schedules and overall monitoring of performance through audits and reports on weekly and monthly basis for 16 branches.
- Resolved escalated client complaints/issues promptly and effectively by satisfying customer needs.
- Manage a team of sixteen branches and provide daily objectives, sales strategies and regulatory compliance tasks of branch operations while facilitating associate development and evaluating and conducting employee performance reviews..
- Partnered with Area Operations Director in the execution of operational excellence and achievement of operational goals through constant communication.
- Supervised and reviewed required legal documentation submitted by subordinates to ensure compliance with established policies and procedures such as wire transfers, Trusts, Estates, Power of Attorney, loan applications and business legal documents.
- Prevented banking center operational losses and reported money laundering events along with structured Currency Transaction Reports (CTR), Monetary Instrument Sales (MIS), Suspicious Activity Report (SAR) and Transaction Review Memos (TRM) to respective authorities.
- Analyze General Ledger reports while reviewing and correcting pending and suspended errors to balance branch’s General Ledger accounts.
6-10 years of experience
Manage a team of 12 associates through development, training, and performance management.
- Produce daily sales reports to ensure accurate invoicing, understand variance to goals, and meet
- Successfully schedule and maintain order deliveries in constantly changing business environment.
- Complete quarterly inventory reconciliation and cycle counts.
- Direct monthly and quarterly financial closing procedures.
- Partner with internal and external auditors to ensure compliance with Sarbanes-Oxley Act and other
- Train employees to ensure safety and security of associates, facility, and equipment.
0-5 years of experience
General supervisor on operations and responsible for maintaining currency;
- Verification of all transactions above tellers limits and instant payment transfers;
- Balanced general ledger every Friday; prepared monthly profit and loss accounts;
- Establishing, retaining and deepening relationships with branch customers and potential customers to achieve team sales goals and provide quality customer service.
0-5 years of experience
Completed Five Diamond Customer Service Training and Presentation Skills Training
- Planned and arranged road trips and cruise
- Booked hotels and flight reservations
- Processed drivers licenses and vehicle registrations
10+ years of experience
Managed teller line and daily operations of branch.
- Planned and managed sales performance plan for team members.
- Coached and assist team members in achieving sales goals.
- Ensured that all compliance with policies and procedures are adhere by team members. Informed team members of any changes and implementing updated procedures.
- Responsible for Branch team members delivering outstanding customer service.
- Completed all Branch Report and audits.
- Efficiently process all banking transaction in a timely manner. Excellent cash handling skills with the ability to count large amount of cash.
- Responsible for branch working cash and any cash discrepancies issues within branch.
- Settlement of ATMs and ensuring that ATMs are functioning properly to meet customers’ expectations and satisfactions.
0-5 years of experience
Provide quality customer service and handle customer transactions accurately and efficiently, while managing a team of employees.
- Handled multiple tasks on a daily basis in an organized manner.
- Continually ensured audit requirements were met.
- Met deadlines, while exhibiting professionalism in actions and dress.
0-5 years of experience
Inventory current medical equipment and order necessary items to maintain proper inventory levels
- Handle all escalated issues within the branches
- Various daily reports compiled and reported to upper management
- Manage daily operations and staff for two branch locations
- Ensure timely delivery of orders according to priority and location
- Ensure all company vehicles are maintained according to scheduled required maintenance
- Ensure employees receive and understand required training
- Conduct weekly meetings and trainings with employees
- Comply with all safety and cleaning procedures
- Make recommendations to upper management for process improvements and/or improved efficiency
6-10 years of experience
- Managed daily operations ensuring highest quality customer service provided.
- Oversaw leisure operations including training on Signature and facilitating conversion to American Express Rep Network.
- Coordinated training to promote preferred vendors, maintained vendor sites and subscription renewal and ordered marketing collateral.
- Liaison for agents with corporate operations, accounting and IT.
- Managed all aspects of office relocation (Identification and selection of potential properties, sourcing and selecting movers, coordination with building management and service providers.
- Published daily newsletter for both employee and client distribution.
- Managed company client website updates to ensure active travel package promotion for client base.
0-5 years of experience
Held Operational Meetings every month to go over any changes in policy or operational procedures
- Responsible for handling Manager/Loan Ambassador’s calendar and scheduling meetings and appointments and necessary.
- Responsible for goals of entire teller team both sales level and operational.
- Maintained retention files and submitted daily, weekly, monthly and quarterly reports to reflect Branch’s operational standing.
- Made presentations for Executive meetings and presented our district on report-outs quarterly.
- Proof read reports and maintained excel trackers for sales meetings
- Handled escalated customer issues and responsible for resolving any inadequacies from the teller team
6-10 years of experience
Responsible for walk-in and will-call customer, input and manage orders through the system.
- Receiving incoming parts, including loading, unloading and orderly storage of tubing.
- Picking, packaging and shipping orders, including staging orders for local account managers’ delivery.
- Maintain inventory, including cycle counting.
- Responsible for processing orders at a level 1 CSR (Customer Service Representative).
0-5 years of experience
Manage and operated a branch location to serve and supply customers with tile and specialty material for Commercial and Residential use.
- Was able to work in various environments: Customer Service, Showroom, & Warehouse.
- Capable of operating forklift to load or offload various materials on or off vehicles.
- Checking in shipments accordingly to paperwork and receive in material into our stock for processing through SDR or SAP systems.
- Keeping stock leveled and replenish when needed to maintain a well balanced inventory.
- Ensure that the Branch provides Excellent internal and External Customer Service.
- Monitoring Employee Attendance, Productivity, and other performance markers to employees, as needed.
0-5 years of experience
Manage and supervise branch operations and staff to ensure compliance with bank policies and procedures. Analyze branch activities to optimize efficiency and productivity while minimizing operating losses and safeguarding branch assets
- Enforce adherence to BSA and AML guidelines by administering branch training and providing documentation to aforementioned departments upon request
- Investigate accounts and unusual account activity to assist BSA and FDIC regulator inquiries and provide detailed explanations
- Attend monthly/quarterly operations and compliance meetings with Retail Support and communicate policy and procedure updates along with system applications updates to branch manager and staff
- Compile and review monthly/quarterly/annual branch certifications and ensure satisfactory rating on internal audits
- Uncovered areas of audit risk and established a plan to fix all errors
0-5 years of experience
Supervise all of the day to day operations to insure the highest level of service possible.
- Manage all staff (50+ fulltime employees) and a $70 million fleet to achieve a high level of efficiency.
- Conduct all interviews, hiring and supervise the training and mentoring process.
- Work closely with the satellite branches to maximize operational efficiency within our Metro.
0-5 years of experience
Being in charge of the teller line and helping customers to the best of my ability is what is
done on a daily basis. This job requires answer phones and customer inquiries, making
sure I as well as my tellers balance our drawers for the day, meeting sales quotas,
coaching when needed and filing end of month paperwork. Being in a managerial role
has helped boost my confidence in the workplace and has helped me grow more as a
person.
- Receiving 100 percent at the Branch Operations Management training.
- Each quarter myself and my teller have reached and exceeded our sales goals.
- Being respected by peers and by customers.
6-10 years of experience
Strategize with other team members about market position opportunities, market competition and participates in the development of ongoing branch sales and activities.
- Motivate team members to meet branch goals.
- Responsible for exceeding customer’s expectations while processing transaction efficiently and with minimal errors.
- Make recommendations of products and services to ensure customer retention as well as company growth and profitability.
- Accurately settles cash drawer daily, adheres to proper procedures for deposit reviews and check cashing.
- Ensures compliance with all quality assurance, audit, and security procedures.
- Custodian of ATM- solely responsible for maintaining proper cash supply, daily settlement and complying with policy and procedure regarding adding cash, processing deposit envelopes and captured cards.
0-5 years of experience
Responsible for preparing, analyzing and maintaining control of all branch operational audits
- Identifies, investigates and responds to operational and lending irregularities
- Provides ongoing operational training to branch employees
- Maintains current working knowledge of financial industry rules, regulations and sound methods and practices
- Follows internal controls and established policies to minimize loss exposure
0-5 years of experience
Direct all branch activities and CSRs ensuring the seamless and efficient customer service
- Manage branch sales goals on an individual basis as well as for the team
- Handle the staffing, counseling, and performance management of all CSRs
- Assure balancing guidelines and corporate compliance requirements
- Conduct audits on a regular basis, provide feedback and track action plans
- Ensure all CSRs are fully trained and acclimated to their jobs
- Lead regional best practice sharing forum and train and mentor other BOM’s in region
- Liaison with senior management and regional BOM’s
0-5 years of experience
Managed day to day yard operations of industrial lumber supplier
Including:
- General management of all shipping, receiving, and transportation operations
- Direct and guide Dispatcher and Yard Foreman in their daily responsibilities.
- Establish and implement company policies, goals, objectives, and procedures
- Responsible for employee scheduling, payroll and discipline
- Responsible for all purchasing and facility maintenance
- Managing and maintaining truck and forklift fleets.
0-5 years of experience
Supervise the teller line and all operations processes in the branch
- Ensure compliance with policies and procedures in areas such as opening account, wire transfers, check cashing, account withdrawals
- Manage sales referral goals on an individual basis as well as for the team
- Deliver world class customer service which meets and exceeds the customer’s expectations
- Order supplies for branch to operate efficiently
- Manage inventory of supplies and broachers verifying expiry dates and changes in policies
6-10 years of experience
Supervise the teller line and all operation processes in the branch
- Reconcile branch settlement differences and monitor branch cash limits daily
- Ensure compliance with all audit, regulatory, and security procedures
- Process customer transactions efficiently and demonstrate knowledge and dexterity in using equipment and systems
- Recognize sales opportunities and cross-sell bank products by making quality
- Track and achieve sales referral goals on a quarterly basis for the teller line
- Manage the branch in the absence of the Branch Manager
0-5 years of experience
Provide supervision to the teller staff and personal bankers
- Observe and coach staff to make intra-bank referrals and provide excellent customer service
- Monitor and conduct daily bank operations
- Maintain standards for branch compliance and responsible for audit preparations
- Open new accounts and profile customers for additional cross sell opportunities
- Mentor and train Head Tellers and Branch Operations Managers from other locations
- Facilitate teller training for newly hired tellers, perform follow up meetings and additional training
0-5 years of experience
Respond to specific customer requests and provide resolutions to questions or problems
- Refer specific products based on customers’ needs
- Accurately complete all customer transactions
- Handle large amounts of cash
- Adhere to all bank and government policies and procedures
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Branch Operations Manager
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
