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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx
Driven, focused, and hard-working Strategic Leader with 5+ years of experience and a proven ability to lead others and oversee daily operations within fast-paced retail banking environments, experienced in managing cross-functional teams, overseeing branch sales operations, diffusing escalated customer service situations, and coaching/training staff members. Highly adept in improving operational efficiency levels in addition to maintaining strong communication with co-workers, staff, customers, and members of executive management.
Key Competencies
Operations Management Retail Banking Industry Training / Development Policy Development
New Account Openings Financial Product Management Sales Cycle Management Customer Retention
Process Improvement Oral/Written Communication Lending/Banking Products Time Management
Professional Experience
City National Bank, Beverly Hills, CA July 2016-Present
Relationship Banker (2016-Present)
Direct day to day administrative operations within a fast-paced banking environment with a focus on increasing productivity and efficiency levels
Provide support to the VP, Senior Relationship Manager and a VP, Business Banking Relationship Manager which requires managing a portfolio of key client accounts
Design and implement innovative strategies aimed at improving client retention levels, monitor branch service levels, and address client inquiries via phone or in-person
Client Officer (2016)
Coordinated daily account management functions within the organization which includes managing both sales and account operations tasks
Supported hiring and staff training efforts, diffused escalated customer service situations, and ensured both individual and group metrics were met
Played a lead role in coaching and motivating staff members within the branch which resulted in achieving superior service levels increasing staff morale levels
Collision Craft, Santa Monica, CA January 2016-July 2016
Senior Bookkeeper
Managed financial operations within the organization which included generating financial statements and working closely with an outside Accountant
Conducted monthly account reconciliation for various bank accounts, analyzed complex financial statements, and identified significant budget variances
US Bank, Santa Monica, CA July 2013-January 2016
Assistant Branch Manager (2014-2016)
Supported branch operations within a busy retail banking branch which required processing customer transactions and assisting with account related questions
Ensured consistent compliance with regulatory standards, trained staff members on internal policies and procedures, on-boarded new staff members, and acted as District Customer Service Ambassador
Awarded Star of Excellence Branch in Q1 & Q2 2015
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx
Professional Experience Continued:
US Bank Continued:
Teller Supervisor (2013-2014)
Supported daily Teller operations within the branch with a concentration on handling escalated customer service situations and processing complex transactions
Provided training to new staff members in regards to operational duties and sales practices, generated detailed branch reports, and reviewed new account packets
Awarded the Stellar Teller Award in Q4 2015
Wells Fargo Bank, El Monte, CA January 2012-July 2013
Inbound Sales Specialist
Oversaw sales and customer service tasks within the organization which included processing new account openings and making appropriate financial product recommendations
Utilized superior communication and interpersonal abilities to build positive relationships with new and existing customers which resulted in increased satisfaction and retention levels
Additional Professional Experience with Wells Fargo Includes: Phone Banker II/Development Trainee and Phone Banker I
Education
Associate s Degree, Business Administration
West LA College, Los Angeles, CA (Currently Attending)
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