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Branch Manager Resume

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SUMMARY:

  • Banking and Finance professional with 5 plus years extensive experience in retail banking, banking operations and management, customer service, personnel management, consulting and project management activities.
  • Excellent written, verbal communication and presentation skills.
  • Motivated and team-oriented project manager with over 3 years of experience in project design, standard implementation and budgeting. Known for an ability to collaborate across multiple departments, and analyze from a functional to technical viewpoint.

EDUCATION:

Master of Business Administration
Bachelor of Science in Mathematics
Concentration: Pure Mathematics

CERTIFICATIONS:
Management and Strategy Institute
Project Management Qualified (PMQ)

EXPERIENCE:

Confidential, Skokie, IL 2010 - Present
Personal Banker Specialist

  • Responsible for performing intermediate duties and support related to branch operational activities and financial services.
  • Deepen existing relationship through profiling and uncovering additional needs.
  • Refer clients to loan, investment and business banker specialist.
  • Strong organizational and customer service skills.
  • Provide guidance to customers in their selection of financial product offerings.
  • Actively promote and cross sell Chase products and services which resulted in monthly sales.
  • Continually developing strategic marketing campaigns targeting professionals - accountants, attorneys, and medical professionals which resulted in substantial referrals.

Confidential, Chicago, IL December 2006 - July 2009
Branch Manager

  • Responsible for the administration and efficient operation of the Branch Banking Center.
  • Managed implementation process for 5+ ongoing projects, ensuring successful on-time completion, while maintaining compliance with all scope and cost specifications.
  • Averaged 130% of goal for sales ratio each quarter.
  • Achieved annual sales and quotas based on volume, gross margin, payroll, shortage and expenses, ranking in the top 10% percentile of historical sales volume.
  • Developed new deposits and loan business through coaching, guidance and staff motivation.
  • Significantly reduced branch management turnover from 13% to 2% through accurately and effectively hiring, training, and motivating competent employees.
  • Successfully utilized turnaround management abilities to transform least profitable branch to most profitable branch within a 6-month period.
  • Participated in community affairs to increase the Bank's visibility and to enhance new and existing business opportunities within the Region.
  • Created a highly cohesive working environment by introducing interactive staff meetings where each employee was responsible for conducting a five to ten minute presentation on branch products in conjunction with a written report.
  • Established individual and branch goals: achieved 130% of plan at $1.6 million the first quarter.
  • Served as a project manager and supervised a conversion to an online system that resulted in a paperless society.
  • Supervised, coordinated, and directed operations in moving new and existing applications from test to production environments. Involved heavy emphasis on customer relations.
  • Chaired the Process Improvement Committee responsible for cost reduction and technology updates.
  • Served as project manager on conversion of Automated Teller Machine deposits from manual to an online system.
  • Initiated, Planned, Executed, Managed, Controlled, and Closed the Project.
  • Conducted 20 classes for up to 100 Branch Managers, Assistant Branch Managers, Branch Supervisors and Lead Tellers, providing training on how to use new ATM online system.
  • Piloted the first ATM with Braille and Hearing Aids to comply with the American with Disabilities Act.

Confidential, Chicago, IL March 2006 - December 2006
Assistant Branch Manager

  • Established and maintained weekly, monthly and yearly goals for the branch and consistently achieved retail sales targets across the board
  • Responsible for attaining bank and branch goals through active participation in sales management, sales training and other programs
  • Experienced in implementing new policies and operational procedures. Ensured branch's compliance with company policies and federal regulations.
  • Trained branch supervisors and tellers in bank operations and sales functions.
  • Directed branch employees in adapting to new policies and products resulting in improved client services and relationships
  • Audited branch operations and employees to ensure accuracy and curb unhealthy excesses in the branch
  • Administers and efficiently run daily operations of a full service branch office
  • Assessing and analyzing sales and operation reports

Confidential, Lagos, Nigeria May 2000 - August 2003
Client Fulfillment Specialist/Customer Services Representative

  • Follow-up call with all pending project on the service queue
  • Reviewed statistical information relating to rules and rates dealing with auto and property accidents
  • Research and complied data collected to help companies deal with customers payments and coverage issues
  • Reviewed variety of documents to construct guidelines companies follow with their customers and employees
  • Provided all employees with necessary training and development to achieve personal and organizational goals
  • Foster workplace diversity and ensure all team members remain in-compliance with organizational rules and regulations
  • Provided excellent customer service to customers and all levels of management
  • Created file and documentation's to maintain accurate information
  • Ensured maintenance and accuracy of all data through mainframe and fileNet
  • Responded to all customer questions about new business on auto and property endorsement rules and rates
  • Follow-up calls with customer on premium rate changes on auto and property endorsement
  • Worked with actuary specialist to update auto and property rules and rates
  • Developed, maintain and strengthen relationships with customers and staffs
  • Supported the production management team to implement auto and property rate changes
  • Tracked auto and property new business trailing documents through mainframe and fileNet, contact customers involved and answered all related question.

MEMBERSHIP/AWARDS:

  • Phi Theta Kappa Honor Society
  • Best Project Manager in the District for the year 2008

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