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Yyyyyy x. yyyyyy
118 El Portal Pl. │ Clayton, CA 94517 │ 415-686-0512 │ abc@xyz.com
Summary of Qualifications
Award-winning management leader with a consistent, proven track record of achievement.
Consistently ranked at or near the top compared to peers for sales, profit and customer satisfaction.
Awarded Rock Star of the Year honors in 2015 and 2016 for having the largest total deposits transferred to the wealth management and investment teams.
Outstanding ability to build and lead teams and improve employee engagement and client service scores.
Excellent listening, verbal communication and interpersonal skills to build relationships.
Adaptable, versatile and flexible to prioritize effectively and proactively resolve problems.
Solid time management, attention to detail and organizational skills, including prioritizing tasks.
Professional Experience
First Republic Bank Jan. 2007-Apr. 2017
Manager Oakland, CA (Feb. 2014-Apr. 2017)
Improved deposit growth from $145 million in 2014 to $248 million by year end 2016.
Awarded Rock Star of the Year honors in 2015 and 2016 for having the largest total deposits transferred to the wealth management and investment teams.
Chosen to pilot a new hybrid lending and banker position, which led to re-introduction of a Student Loan Refinance Program.
Promoted two Bankers to Assistant Manager and Branch Manager, respectively.
Assistant Manager Orinda, CA (Mar. 2008-Feb. 2014)
Led five employees and earned an Award of Excellence for highest percentage pass grade on an internal audit; most home equities sold in the company; and highest percentage of total growth.
Helped achieve 204% growth in office deposits and personally contributed $10 million in annual deposits.
Secured a score of 95% or higher during multiple mystery shops.
Personal Banker Orinda, CA (Jan. 2007-Mar. 2008)
Streamlined the schedule for monthly and quarterly certification by centralizing documentation and organizing the rotation of duties for employees to follow.
Established new procedures to better maintain accounting of outgoing cash orders, new account kits, cashier checks and incoming cash deposits.
Built a database for auditing purposes to keep track of safe deposit box rentals; cashier checks; new account kits; and temporary ATM cards.
Wells Fargo Bank Berkeley, CA Aug. 2005-Jan. 2007
Personal Banker
Earned the East Shore District Hero Award for highest level of customer service (via satisfaction surveys).
Honored as a Five-Star Award recipient for having a high level of home equity and credit card sales; newly opened checking and savings accounts; and excellent customer service scores.
Education and Designations
Bachelor of Science, Business Administration (BSBA), Financial Services focus, California State University, Chico
Member, Chico State Finance Association.
Notary Public, State of California
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