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Yyyyyy x. yyyyyy
582 Smalley Ave. ￨ Hayward,
CA 94541
510-372-5026 ￨ abc@xyz.com
Summary of Qualifications
Award-winning management leader with a consistent, proven track record of achievement.
Exceptional listening, verbal communication and interpersonal skills to work well with colleagues.
Ranked as top sales performer over seven consecutive years.
Honored as Pinnacle Award Winner 2015 and 2016 and Employee of the Month multiple times.
Saved $300,000 by demonstrating exceptional business operations skills.
Solid time management, attention to detail and organizational skills, including prioritizing tasks on deadline.
Strong understanding of bank audits, Regulation E, Office of Foreign Assets Control and USA PATRIOT Act.
Areas of Expertise
Risk Management Financial/Cash Flow Analysis Payroll Administration
Team Leadership Staff Training Customer Service
Project Management Auditing Policies & Procedures
Work Experience
Regional Team Lead, Patelco Credit Union May 2017-Present
Mentor, train and coach 35 frontline team members to resolve complex customer calls, including escalations.
Provide outstanding service to customers with IRAs, deed of trust, vehicle loan applications and their funding.
Review documents from dealers regarding car loans.
Analyze credit reports, application and funding and count and balance the cash vault.
Audit bank documents, including preparing the security binder.
Ensure employees adhere to credit union policies and procedures.
Assistant Vice President/Senior Small Business Relationship Manager, Bank of America Jan. 2005-May 2017
Demonstrated stellar leadership while managing and training a team of 5 employees.
Built relationships with segment partners such as Small Business and Home Lending.
Educated customers about bank products and services to meet their specific needs.
Secured new business by generating referrals and networking in the community at local events.
Served as go-to leader regarding any compliance issues pertaining to bank policies and procedures.
Assisted sole proprietorships and LLCs with opening estate accounts, IRAs or health savings accounts.
Achievements:
Ranked as top sales performer over seven consecutive years.
Honored as Pinnacle Award Winner 2015 and 2016 and Employee of the Month multiple times.
Saved $300,000 by demonstrating exceptional business operations skills.
Played an integral role helping to open a new location in Danville, CA.
Education and Training
Bachelor of Arts (BA), Business; currently enrolled
University of Phoenix
Coursework in Finance, Business & Office Administration, Computer Networking and Information Technology
College of San Mateo
Notary Public, State of California
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