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Additional Banking Resume Samples
Bank Branch Manager Resume Samples
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0-5 years of experience
Developed and implemented policies, procedures and process improvement initiatives to improve retention rates of customer households and increase customer service scores.
- Analyzed, reduced and controlled expenses by improving resource allocation.
- Coached and developed branch staff by offering constructive feedback and taking interest in their long-term career growth.
- Accountable for day to day operations, and risk management of banking center.
- Increased branch revenue with deposit and investment balance growth of over 31% year to date.
- Mentored and onboarded new Branch Manager Trainees.
0-5 years of experience
Drove small business sales through relationship building with both prospects and current customers. Used the IMPAX relationship selling process to gain business.
- Created a unique approach to building my book of business by assessing the effectiveness of my personally created marketing efforts.
- Was responsible for growing revenue though loans, deposits, investments and other banking products. Analyzed balances and sales trends to predict future performance and ensure progress.
- Managed a staff of 6 employees, overseeing customer service, staffing, HR, and operational duties. Used service reports and sales results to predict future production and to motivate my team.
- Earned the Pinnacle Award for branch revenue 3 out of 8 quarters.
0-5 years of experience
Branch manager for the largest US Consumer Bank, effectively managed a branch with more than $100 million in total assets and awarded for Breakthrough Performance.
- Loan Consultant with tremendous experience and product knowledge
- Elevated branch customer survey scores to over 85 percent.
- Increased customer deposit retention over 20 percent.
- Acquired business relationships with Hispanic consulates elevating branch to #2 in sales (2007) out of 31.
6-10 years of experience
Successfully managed and supervised the daily work of branch employees.
- Delegated responsibilities to employees with clear, concise instructions, resulting in efficient branch operations.
- Maintained and monitored branch vault cash, petty cash and performed monthly audits in accordance with banking regulations.
- Performed operations and loan processing for the Consumer Loan Department.
0-5 years of experience
Managed daily branch operations including deposit accounts, lending production, customer service, and product sales.
- Reviewed submitted credit applications for completion and follow up with customers on the process.
- Handled complex customer transactions, problems, or inquiries.
- Coached staff on company procedures, policies, expectations, and initiated corrective actions.
- Participated in weekly manager’s conference call to share new and best practice ideas or strategies.
0-5 years of experience
Supervised all branch employees and provided reports to Bank Manager
- Established and maintained relationships while providing assistance for individuals and businesses
- Prepared financial and regulations legal reports
- Executed, assess and managed strategic financial projects
- Managed branch cash flow $ 100, 000
0-5 years of experience
Managed the Branch Office in order to meet the financial services needs of customers in the market area; implemented strategies to achieve goals developed for the office as part of the Bank’s overall strategic plan; ensured the office’s compliance with operating policies and procedures and outside regulatory requirements. Supervise, coach, and developed tellers and New Account/Lending staff regarding policies, procedures, products, systems and banking transactions efficiently.
- Proactively sought and followed up on sales opportunities and prospects, including new business.
- Participated in sales, service, and product training meetings.
- Expanded customer base by utilizing in-depth knowledge of retail services, products, and sales techniques.
- Supervised staff and communicated performance expectations to each team member.
- Monitored performance plans.
- Built team spirit among staff.
- Ensured that the audit/compliance procedures of the branch were followed
0-5 years of experience
- Increased Mortgage loans by 17%.
- Increased consumer product sales by 8%.
- Reduced cash over and shorts by 10%
- Increased business banking customer base by 22%.
- Reduced turn-over by developing the sales force
0-5 years of experience
Researched accounts for possible fraud/conducted alert investigation
- Monthly training on Bank Secrecy Act
- Managed and supervised 6 employees
- Multi-tasked/Detail oriented/attention to detail
- Increased profits by establishing new accounts within the community while servicing established customer base
- Trained employees on new and existing policy
- Analyzed alerts and investigated transactional activity to detect any suspicions of money laundering or terrorist financing/Completed Suspicious Activity Reports
- Applied and knowledge of money laundering process
- Offered Exceptional Customer Service
- Maintained proper banking center operations based on training and policy and procedure manual
0-5 years of experience
Hired as Co-Manager September 2012
- Promoted to Branch Manager February 2013
- 2nd Highest Business Loan and Consumer DDA producer in District YTD
- Continuously exceeds quarterly revenue growth year over year
0-5 years of experience
Managed a retail branch location in the Fargo market. A short time into my tenure, I was recognized for my efforts and given responsibility for a 2nd branch. Approximately 19 employees total. Staff consisted of personal bankers, tellers, and an operation manager.
- Branch portfolio had deposit balances of $80 million and loan balances of $15 million.
- Implemented the 5-Star Performer program which recognized the teller of the month
- A leader in using a company created event called WorkPlace Banking. This is where the staff and I went to businesses to conduct free seminars on identity theft and other hot topics. An efficient means to market the financial services provided by the bank.
- Producer of consumer loans for home equity loan and lines, car and RV loans, and unsecured lines of credit.
- Opened up checking and savings accounts as well as certificates of deposit.
- Well-versed in reviewing consumer and business financial statements.
- Worked with market leadership and staff to assure branch was in regulatory compliance with audit regulations.
10+ years of experience
Third largest bank in Venezuela
- Provided expert advice and service customers.
- Understood customers’ financial needs.
- Administered budgets and general ledger activity. Multitasked and prioritized.
- Demonstrated the ability to lead, motivate and influence others.
0-5 years of experience
Financial Specialist, Officer
- Increase profitability for the bank branch through the sale of new Treasury Services, loan outstanding, and increased deposit base.
- Practiced superior sales coaching techniques to meet all sales goals and target revenue production.
- Advise all financial centers, customer service representatives, and other business partners with appropriate product recommendations.
0-5 years of experience
Supervised a team of three bankers that executed all sales activities, established and achieved sales goals through effective sales management techniques. Mentored staff on customer service, sales meetings and productivity.
- Manage sales of bank products, new business, operations, and customer service and teller activities.
- Work with regulatory compliance, internal policies and procedures.
- Provide loan counseling to clients, review overdrafts for branch, opening and maintenance of client’s accounts.
- Prepare month end reports and help identify and resolve client and personnel concerns.
6-10 years of experience
Identifying the needs of customers and then working hard to meet and exceed them.
- Hiring, training, supervising, motivating, promoting and firing of the bank staff.
- Generated extensive deposit and growth through business and marketing plan objective
- Monitoring customers accounts.
- Maintaining all quality and procedural standards within the branch.
- Keeping an eye on competitor activity.
- Managing the day to day running of the branch.
- Implementing policies that build trust between the bank and its customers
- Visiting business customers and developing customer relation
- Forecasted departmental needs and decided against replacing a resigning manager and two associates which saved nearly $200,000 annually.
0-5 years of experience
- Responsible for daily operations of facility, supervising staff, managing new accounts, new loans and daily reconciliation of facilities cash on hand
- Appointed operational duties for standardization of all branch procedures for new accounts and documentation verification
- Assisted in balancing and investing overnight bank fed funds, wire transfers etc.
- Numerous teller/vault duties while employed with bank
- Reputation for accurate and trustworthy handling of monetary duties and processes
6-10 years of experience
- Obtained new retail business through the sale of bank product line and excellent customer service
- Controlled direct income expenses and maintained branch budget
- Conducted annual performance appraisals for branch employees
- Operated within compensation guidelines while providing appropriate staffing levels.
- Maintained guidelines to protect the Bank against fraudulent activity and financial loss
- Conducted regularly scheduled staff meetings and one on one coaching sessions
- Reconciled terminal accounts daily
- Consistently achieved sales expectations
- Utilized sales skills to motivate peers
- Preformed daily sales operations to achieve monthly sales goals.
10+ years of experience
- Manage the day-to-day operation of bank including solicitation, new business development, credit analysis, general lending and difficult loans and customer service
- Determine staffing requirements; interview, hire, and schedule, supervise 5 people
- Develop and coach personnel; review and evaluate personnel performance to ensure objectives are being met; recommend suggestions for improvement
- Conduct weekly sales meeting to discuss challenges with sales personnel and generate solutions
0-5 years of experience
- Management of Bank operations and Personal of 15 members.
- Creation and develop of new merchandise strategies.
- Supervise and train all employees in branch operation and sales strategies.
- Retain current business and grow new business.
- Acquire, assist, and interview clients for new mortgages and loans.
- Perform financial analysis to pre-qualify loan applications.
- Maintain Clients accounts relationship.
- Increased accounts, loans, mortgages, and products between 160% and 200% by effectively promoting products and services with my personal members.
- I was promoted from bank branch rank 3 to bank branch rank 1.
0-5 years of experience
Hired initially as an account executive, subsequently (in a year) promoted to bank branch manager. As manager, was responsible for 5-10 employees. Tasks as branch manager included conducting promotion of the branch, meeting new account goals, and reporting on the monthly status of the branch in terms of number of accounts and total deposits.
- Manager of 5-10 employees
- Responsible for day-to-day operation of the branch
- Elaboration of monthly accounting/goal summary reports
0-5 years of experience
Responsible for the administration and daily operations of the bank.
- Supervise and coach the staff on the proper behaviors, sales techniques, service expectations and compliance guidelines.
- Manage difficult situations with customers and provide clients with information, date and advice.
- Ability to problem solve within established policies and procedures, with the understanding and compliance of all regulations and laws.
- Maintain a strong knowledge of bank products, services, procedures and regulatory requirements in order to assist staff.
- Ensure completion of regulatory compliance and training specific to sales and service responsibilities for all staff.
- Responsible for maintaining a good work environment in the office.
- Generate new business through the presentations of the products to the customers.
- Proved strong support for any sales and service initiatives undertaken by the bank and regularly discuss customer service goals and concerns with staff.
- Mentor staff members with performance challenges.
- Provide One on One interaction with staff members on a weekly basis.
0-5 years of experience
- Responsible for leading a team of sales and service professional to meet and exceed sales goals and customer service targets.
- Building relationships with customers and identifying needs through the sale of financial products and services.
- Ensuring the audit/compliance procedures of the center is followed.
- Establishing the staffing schedule.
- Supervise and coach customer service manager, personal bankers & teller team on proper behaviors, sales techniques, service expectations and compliance guidelines.
- Writing and delivering performance evaluations.
- Managed difficult situations with customers and provided clients with information, data and advice.
- Coordinated the presentation style for the company’s marketing materials so as to give them all a unique and matching look.
6-10 years of experience
Supervise daily operations by working opposite schedule of branch manager to ensure adequate coverage
- Responsible for marketing products and services; assist branch employees in reaching monthly branch sales goals.
- Conduct on-site business to business visits to identify potential new bank customers; develop marketing strategy to maximize the acquisition of new accounts.
- Apply strong problem solving skills to resolve complex customer and employee issues.
6-10 years of experience
Designed, constructed, opened and managed a new branch
- Administered all phases of construction of a 5000 square foot bank including: branch bank application, purchasing equipment, furnishings, decorating, landscaping and grounds, security compliance, grounds and signage
- Due to my success with the first building, I was requested to construct a second 10,000 square foot bank branch in a nearby community including: branch bank application, purchasing equipment, furnishings, decorating, landscaping and grounds, security compliance, grounds and signage
- Hired and evaluated 20 plus employees, including 5 loan officers
- Established accounts with nearby businesses
- Developed relationships with area schools, community organizations and non-profit agencies
- Promoted and marketed the branch and its products
- Met with customers and resolved any problems or complaints ensuring a high level of customer service
- Organized and led monthly Loan Administration Staff Committee for five years. This 25 person committee comprised of loan department operations, loan administration staff secretaries, IT department, Compliance/HMDA/CRA department, audit department and real estate department where I was the communication liaison between this group and loan officers, human resources, loan committee, customer service department, new accounts department, tellers, bank President and Board of Directors.
- Monitored, maintained and achieved all sales targets
- Reported branch progress to President
0-5 years of experience
Manage operations of full-service branch profitably
- Meet and exceed goals of new account growth and expansion of core deposits
- Maximize fee income opportunities to exceed budget objectives
- Develop and incorporate unique marketing campaigns
- Strong daily emphasis on public relations
- Train bank employees on client care
- Mediate and resolve employee conflict within the company
0-5 years of experience
- Sales Manager: for Branch Staff to increase sales in all products by establishing relationships
- Provided leadership: coached, trained, managed performance of staff to meet branch sales goals.
- Achieved raising branch’s regional ranking from the lowest productive branch to the mid-range
- Ensured branch operational integrity: compliance in all branch policies and procedures.
- Met and exceeded assigned branch core deposit goals.
- Analyzed branch expenses and implement strategies to reduce overhead.
- Generated additional bank business via in-branch sales, phone sales and external business
- Participated in branch functions and community activities to promote bank’s image and growth.
- Communicated and implemented changes to policies and procedures.
- Built rapport with business partners.
0-5 years of experience
Assistant Branch Manager
- Assisted with loan applications, credit checks, security training and computer systems training
- Cross-sold products
- Basic accounting
- Peer training, scheduling and management
0-5 years of experience
Ordering and Maintaining cash supply.
- All account services for a wide range of clients
- Researching and correcting client issues
- Opening/set up/marketing of new branches opening.
- Personal Banking for business and private accounts
- Team building/training and Sales Goals
- Loans/Mortgages
- Various bank operations
0-5 years of experience
Ordering and Maintaining cash supply.
- All account services for a wide range of clients
- Researching and correcting client issues
- Opening/set up/marketing of new branches opening.
- Personal Banking for business and private accounts
- Team building/training and Sales Goals
- Loans/Mortgages
- Various bank operations