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Branch Manager Resume

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Holland, PA

PROFESSIONAL EXPERIENCE

Branch Manager
Confidential, Bensalem PA Mar 2011 - present
Manages and directs staff in order to provide on time and accurate payroll processing and delivery to clients. Uses knowledge of payroll and payroll taxes to assist branch employees and clients with questions and proper payroll procedures. Ensures clients are provided with the highest level of customer service. Was successful in containing client loss thru client visits to gain knowledge of customer concerns and provide the clients the appropriate products and changes necessary to ensure customer satisfaction and retention. Enforces company policy and manages branch business decisions within company guidelines.

Benefit Counselor
Confidential, Hammonton, NJ Aug 2010- Jan 2011
Seasonal position as in-house staff Counselor in call center environment. Counseled, educated and enrolled a client's workforce in their annual benefit package. Benefits include health, dental, life, vision, HSA, FSA plans and voluntary benefits of STD & LTD, Critical Illness and Accident plans thru UNUM and ING. All clients were major Fortune 500 companies.

Confidential, Field Division Philadelphia, PA Apr 2010 - Aug 2010
Temporary position as Census Enumerator for the 2010 Census Operation. Conducted face to face field enrollments of homes where census data was missing.

Licensed Financial Specialist
Confidential, LLC, Bucks Co (Philadelphia) PA Mar 2007 - Jul 2009
Responsible for providing financial services to new and existing personal and business customers. Services comprised of deposits accounts, loans, mortgages, and retirement services. Was a Registered FINRA Series 6/63 Securities Representative to handle branch IRA and 401(k) rollovers and transactions. Built strong relationships with internal Financial Advisor and Mortgage Bankers to achieve mutual monthly goals. Provided quality and efficient customer service transactions to customers within bank branches. Consistently achieved high rating from customer service satisfaction surveys. Traveled to various bank branches to work as needed.

Professional PEO Consultant
Confidential, Miami, FL Jun 2003 - Aug 2005
Representative for Professional Employer Organization. Presented custom HR and benefit packages to small and mid-size business owners. Packages included payroll services; health, dental and vision plans; Workers Comp; Disability Insurance, Section 125 and 401(k) plans. Conducted benefit enrollment meetings, responsible for increasing employee participation in benefits thru education and explanation of benefit packages.

Payroll/HR Sales Executive
Confidential,Ft. Lauderdale, FL Oct 2001 - Jan 2003
Sales Representative presenting Internet payroll and human resource solutions to small and mid-size businesses. Assisted in the beta sales of new Internet product through software and WebEx demonstration. Responsible for conversion and implementation of payroll systems and client support and customer service after payroll systems installation. Maintained a virtual (home) office. Assisted and supervised training of new sales representatives.

Sales Representative
Confidential,Miramar,FL Feb 1995 - Aug 2001
Outside Sales Representative presenting Payroll and Human Resource solutions to small and mid-size business owners. Worked an assigned territory in Miami to identify new payroll business opportunities and provide consultative needs analysis. Responsible for collection of payroll data including balancing of data to ensure its accuracy to complete sale. Manage the client base for additional ancillary products and sales. Developed and fostered professional relationships in the CPA and banking community as referral sources. Conducted CPE credit seminars for CPA firms within the territory. Maintained knowledge of IRS and state regulations and forms in relation to payroll. Partnered with PEO and 401K reps in territory to create a full package presentation to prospects. Consistently exceeded annual quota, closed over 1,000 payroll sales during seven years with company. Achieved annual Conference award for top producers - 5 years. Received numerous awards for outstanding sales including Rep of the Month and Rep of the Quarter

CERTIFICATION & _LICENSING

  • Certified Payroll Professional (CPP)
  • Pennsylvania Notary

EDUCATION

  • A.S. Accounting
  • Business Administration
  • Florida International University, Miami FL - Courses in International Business and Spanish

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