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Additional Banking Resume Samples
Branch Supervisor Resume Samples
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0-5 years of experience
- Managed and supervised a diverse team of 15-17 delivery and sales personnel
- Responsible for overseeing a fleet of (9) D.O.T. regulated trucks and (3) forklifts
- Planned and executed monthly meetings to ensure compliance of company-wide safety measures
- Utilized Cheetah Delivery Program to maintain constant efficient delivery operations
- Controlled maintenance logs for delivery vehicles and inventory of warehouse supplies
- Built and maintained client relations, resulting in increased sales growth
0-5 years of experience
- Promoted branch sales of key products/services
- Demonstrated helpful cross-sell techniques to maximize sales
- Ensured adherence to all safety and security measures
- Monitored the activities of Tellers, MSR and Lending staff. Ensured compliance with bank rules and regulations
- Encouraged, motivated and rewarded goal attainment
- Scheduled staff requirements
- Maintained cash orders, balancing and branch/teller audits
0-5 years of experience
- Oversaw top line sales growth of 37% for the initial 3 years that Graybar returned to the Kalamazoo market in 2013. As of July, 2017, the branch surpassed all previous year’s sales totals due to increased market share and enhanced customer procedures.
- Established new relationships with OEM, industrial and Government accounts which resulted in over $1 million in sales in the first 3 years of the branch.
- Originated a relationship with an OEM customer for a blanket stock order for material that has resulted in over $1 million in sales.
- Negotiated into stock pricing for same blanket material that exceeded budgeted gross margin rate by double digits.
- Sustained and Augmented business relationships for three targeted OEM accounts with great sales potential in the interim period between sales reps.
- Implemented a more efficient method of handling repair orders for these customers which has led to increased gross margin as well as other sales opportunities. Some of these opportunities including being awarded the replacement fuse blanket and maintaining a crib stocking program that was previously being serviced by large national competitor.
- Instituted and Developed a professional service culture for all employees in the branch which has resulted in excellent ratings on numerous customer vendor assessments. My branch has consistently achieved high marks for on time deliveries, accuracy of the material selected, correct billing and responsiveness to inquiries which has directly led to a large increase in market share.
- Organized and led successful customer-focused events including numerous counter days and two open houses. Feedback from the vendors regarding the open houses was that these were the most organized and well attended throughout the state of Michigan. These events have generated sales opportunities for our vendors through our branch including a large comm/data project for one of the local school districts, several lighting projects for several other school districts and a successful conversion of electrical components for an OEM customer.
0-5 years of experience
- Processed standard teller transactions for customers, which included servicing the clients account, accepting loan payments, cashing checks, balancing cash drawers, and correcting discrepancies.
- Trained tellers on banking policies and improved sales techniques toward achieving sales goals.
- Taught and and coached employees on maintaining a clean and customer friendly atmosphere.
6-10 years of experience
As a Branch Supervisor my job duties include; divvying out daily schedules and addressing any questions/concerns technicians may have involving chemical and or customer needs. Further responsibilities include; going over previous day’s schedules with technicians, tracking their productivity and quotas, addressing customer complaints/compliments along with conducting any in office meetings and technician ride alongs. Lastly, making deposit runs to the bank, running a local route consisting of 80 to 110 stops a month with various other quotas.
- Order, control, and research monthly chemical inventory
- Conduct weekly/monthly service and safety trainings
- Meet and exceed monthly sales quotas and service budgets
- Meet and exceed sales and production quotas
- Manage and grow a local route
- Responsible for scheduling and maintaining punctuality with client base
0-5 years of experience
- Organized and provided training to new employees and sales people recently hired to the branch.
- Determine customer’s financial needs and offer them with appropriate schemes and packages
- Solid proficiency with outdoor and indoor sales
- Maintained upgraded knowledge of the available bank services and product offers
- Assisted bank personnel in resolving account discrepancies
- Well trained in financial crisis management
- Resolved the financial challenges of a variety of customers
- Prepared estimated monthly returns on behalf of the branch
0-5 years of experience
Handles financial transactions at high-volume branch in Melrose Park business district. Manages deposits, withdrawals, transfers and check cashing; verifies customer identification, signature and balance information; process loan payments; and opens/closes accounts.
- Cross-sell a wide variety of products from checking accounts, savings accounts, credit cards, CDs in addition to originating loan leads uncover needs whether purchasing or refinancing.
- Receives, distributes, and records new customers’ data information using Microsoft Word, Access, and Excel
- Maintains all audit requirements. Interpret and accurately processes customer requests and transactions.
- Serves as a resource to all branch personnel when dealing with difficult situations and transactions.
- Experience with Salesforce, inputting and updating customer information.
0-5 years of experience
- Be a people’s person who understands how to instruct the staff and lead them towards the path of professional excellence.
- Know how to manage unexpected situations that may arise due to negligence of employees or even naturally.
- Be able to initiate new programs and implement policies efficiently. Be also proficient in various computer applications used in an office environment.
6-10 years of experience
- Startup lead in new offsite business venture
- Managed sales, sales support, special sells, fulfillment and dissemination of product information
- Managed a marketing department including designers, writers and data analysts
- Developed innovative retail promotions designed to drive sales monthly
- Co-ordinated sales with vendors, warehouse, and supply chain staff to ensure success and on time delivery
- Developed predictive models to ensure product availability
- Maintained adequate inventory through strategic ordering of product from overseas manufacturer
- Resolved vendor and client invoice discrepancies and ensured accurate billing
- Maintained profit and loss analysis for new business venture
0-5 years of experience
- Provide training and development to new and existing tellers.
- Ensure tellers adherence to policies standards in all transactions.
- Building relationships with customers to fit them with the best product based on their needs.
- Respond positively and resolve customer concerns and issues.
- Monitor and approve employee time cards.
- Process local and international wire transfers, CDs and IRAs
- Build meaningful and lasting relationships and connect with customers by utilizing Salesforce CRM.
0-5 years of experience
- Maintain branch sales goals with management the team, motivates staff, develop in-branch contest for branch staffs.
- Coach, train provide work direction and communication for branch staffs.
- Ensure that branch staffs follow all ID guidelines.
- Maintain monthly audits, making sure all guidelines are met.
0-5 years of experience
- Schedule staff as necessary to meet customer service needs while minimizing compensation expenses.
- Ensure branch personnel are trained in policies and procedures.
- Coach, train, provide work direction and communicate feedback to branch staff; assist in the recruitment and hiring of personnel.
- Develop and maintain appropriate performance tracking and communicate performance issues.
- Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
0-5 years of experience
Assessing and analyzing business structure and recommending suggestions for improvement
- Developing business goals specific to clients’ requirements
- Gathering and performing business data analysis
- Ensuring data integrity and controlling data quality
- Coach and train staff on policies guidelines and bank procedures
0-5 years of experience
- Sell Direct TV, Century Link, and Exede Products and Services
- Mall Intercept selling format at various locations around Central Minnesota and the Suburban Minneapolis
- Customer contact locations are Menards, Best Buy, Sam Clubs, and Costco
- Trained in the Product Service, Product Specifications, and Sales Technique
- Lead and Train new Team Members with customer contact method, proper attitude, and personal presentation
- Managed and Supervised the companies branch in Baxter, MN by conducting interviews, recruiting, and training.
- Kept strong relationships with Store Managers in the branches customer contact locations.
- Worked 7 days a week.
0-5 years of experience
Marketing products and services that [company name] has to offer.
- Manage banking center operations in its entirety.
- Operate the teller line, successfully completing all teller transactions and balancing daily.
- Opening new accounts, explaining the products in detail as well as review account history with customers.
6-10 years of experience
- Oversee six branch locations nationally, manage nine employees, $800,000+ inventories
- Perform selection, training, supervision, evaluation, and development of employees
- Development, implementation, and management of relevant Standard Operating Procedures
- Aid in contract negotiations for new and existing customers
- Ensure performance maintenance and quality control on tissues and equipment is performed
- Monitor and conduct Internal and External Audits of branch locations
- Visit local hospitals and work with local distributors to market tissue products
10+ years of experience
- Maintained accurate cash control and keep branch within pre-set guidelines.
- Conduct monthly branch audits and ensure compliance with policy and banking guidelines.
- Assist teller team with transaction processing and assist platform team with account openings and loan closings.
0-5 years of experience
- Responsible for day to day Branch operations and handling and resolving any customer issues.
- Developing and maintaining good customer relationships to accommodate their financial needs and offer products that would be beneficial for them.
- Responsible for meeting certain sales goals for the month and motivating all branch members to achieve this.
0-5 years of experience
- Develop branch strategic sales plans, lead and monitor strategies
- Manage efforts to ensure branch exceeds sales objectives
- Educate and provide clients and small businesses with financing options
- Actively prospect for new clients
0-5 years of experience
- Promoting the propose of the credit union to members and non-members.
- Ensure quality customer service and accurate accounting practices by staff
- Verify balances on the vault, ATM and drawer are accurate daily
- Preparing loans, opening accounts, reviewing statements for members
0-5 years of experience
- Greet customers in a timely manner, while determining their needs in person and via telephone.
- Processing customers transactions (IE: deposits, withdrawals, loan payments, etc.)
- Branch Audit Control
- Delegating
- Selling Bank products
10+ years of experience
- Responsible for the Clinton Branch of Copiah Bank
- Prepare and assemble all documents for Real Estate Loans for seven loan officer of the bank
- Made loan decisions and prepared documents for consumer loans
- Completed the Quarterly FDIC Call Report
- Open and assist customers with all types of accounts Checking, Savings, CD, & IRA’s
- Balance Security Portfolio and Public Fund accounts
- Teller when needed
6-10 years of experience
- Q1 2015 Region VI Best in Class
- Led several branches for 6 months as interim manager
- Ambassador to other districts in leadership role and mentor in implementing platform system
- Ensure proper cash, information and access controls for regulatory compliance
0-5 years of experience
- Manage and lead a sales team
- Share overall responsibility for branch sales goal attainment
- Develop in-branch contests, motivate staff
- Coach, train, provide work direction and communicate feedback to branch staff
- Communicate performance issues, recommend or initiate disciplinary action as necessary
- Schedule staff as necessary while minimizing compensation expenses
- Perform all Relationship Banker’s responsibilities
0-5 years of experience
Oversee the daily operations of the office
- Responsible for hiring, training, and guiding the team members that work in the office.
- Process weekly payroll for all associatesemployees and submit invoices to appropriate clients.
- Submit weekly and monthly reports of office stats
10+ years of experience
- Developed and maintains an efficient branch which has continuously met and can demonstrate compliance with regards to standards set by all regulatory agencies
- Adheres to and upholds all written policies and procedures of the credit union, including Bank Secrecy Act/Customer Identification Program and Office of Foreign Assets Control monitoring and reporting, security operation and personnel policies
- Creates and manages monthly teller scheduling
- Balances and markets daily check deposits
- Maintains knowledge of bank products and services in order to efficiently train and motivate staff
- Provides training to staff with regard to operations and policies.
- Assists in the interviewing, hiring and training of new employees
- Coordinates and leads member service representative monthly meetings
- Implements and maintains operational procedures to maximize efficiency and quality of work and to provide consistent quality service to members
- Works with internal auditors to ensure compliance with internal controls in accuracy and branch record keeping
0-5 years of experience
Administer everyday operations for all sales activities
- Provide excellent customer service to all customers and participates in creating a positive work environment
- Build relationships with customers via recommendations and referrals through the Connections software, with the ability to train and mentor staff on the same
- Provide oversight of branch operations staff on a day-to-day basis, to include scheduling, mentoring and coaching
- Provide oversight of branch operations staff on a day-to-day basis, to include scheduling, mentoring and coaching
- Supervising, Scheduling, Training and Developing Staff
- Performing monthly surprise cash audits
- Handle or provide assistance to other tellers with unusual transactions and answering difficult customer inquiries
- Continuously working to improve the operations of the teller line and the bank
- Provide input or assistance with branch staff meetings
- Ensures adherence to policies and procedures concerning the Teller functions
0-5 years of experience
Open and close various types of accounts
- Answer customers questions and concerns
- Prepare money orders to be shipped to the Fed
- Receive and distribute cash to tellers and the vault
- Organize files and paperwork to proper recipients
0-5 years of experience
- Management Role
- Lead Sales team
- Assist customers in IRA’s, REG-E Claims, Wire transfers, Fraud, account maintenances.
- Open accounts, establishing a relationship with every customer.
- Audits
- Provide extraordinary customer service.
- Resolving customer issue promptly & accurate.
- Transactions for customers ( Loan payments, Deposits, Withdrawals, Transfers)
0-5 years of experience
- Demonstrates high standards of trust, honesty, openness, and respect for a diverse of customer base
- Investigates and responds to customer complaints, unfavorable comment cards, and referral letters
- Final review for applications drivers license, personal identification card, title, registration, learners permit, and voter registration applications in accordance with State, Federal statutes and departmental regulations
- Provides interpretation of rules, policies, and procedures to all employees
- Ensures employees are knowledgeable and up to date on procedural changes
- Exhibits adaptability; reflects a positive attitude to change; guides staff in adjusting to new work structures, processes, requirements and cultures
- Provides counseling and discipline in compliance with management direction and contractual obligations
- Resolves escalated customer issues, and seeks innovative ways to provide assistance
0-5 years of experience
- Primary responsibility for day to day operations of branch, including sales and compliance.
- Mortgages and decision lending on consumer loans.
- Similar to HSBC
0-5 years of experience
- Customer Service
- Cash Handling
- Operations
- Regulation Compliance
- Customer issues handling
- Administrative Experience
0-5 years of experience
- Manages Q-flow ticketing system to help keep the office under department regulated average wait times.
- Maintains inventory of office supplies and prepares requisitions.
- Prepares inventories of all accountable items, monthly and quarterly reports.
- Coordinates and directs necessary activities for day to day operations of the office.
- Performs and assists with office audits
- Holds meetings and conducts training on behalf of the agency to educate employees on new and existing policies and procedures.
- Reconciles daily activity reports to include bank detail, timesheets, secures audited documents, petty cash fund, and accountable money on a day to day basis.
- Prepares daily bank deposit and ensures accuracy after bank validation
- Provides input into employee EPMS’s. Interviews and prepares all documents pertaining to newly hired employees. Trains all office personnel on various DMV transactions and procedures.
- Assists Customer Service Representatives with driver and motor vehicle services such as issuing driver’s licenses, registering and titling vehicles, and managing public inquiries.
6-10 years of experience
- Handle large cash deposits and withdrawals.
- Open and close all types of accounts.
- Supervise all branch tellers and assist in managing teller work schedule.
- Authorize teller overrides.
- Conduct monthly branch internal audits.
- Balance bank general ledger.
- Resolve customer complaints and issues.
- Ensures all tellers are in compliance with bank policies & procedures and transactions are run correctly and accurately.
- Open and close branch.
6-10 years of experience
- Started as a financial service consultant and worked my way up to branch supervisor.
- Responsibilities involved leading a team on 4 associates on a daily basis to ensure the branch was opened and closed properly to meet NCUA regulations.
- Further responsibilities included working to meet the monthly numbers requested by upper management in order for the branch to meet its monthly goals for loan disbursements, order cash, balance and audit ATM and cash dispensers, conduct all transactions, notary public, balance vault, and work to resolve all customer issues for the branch.