b693102d-993c-4324-9bc5-20732d87bac2
Professional Summary
Accomplished Service Manager with an extensive career in financial service and a track record of driving sales and boosting company morale. Vast knowledge of revenue generation, business development, finance, regulatory requirements, hiring and retention, labor agreements, and bank operations. Proficient multi-task, team leader and hands-on, client-oriented professional who implements creative business development strategies and is dedicated to continuous improvement.
Employment history
Assistant Branch Manager, Rosenbaum Group. East Josettechester, Texas
May. 2013 – Present
- Effectively manage team of 14 banking professional and staff.
- Develop team members for promotion to other branches.
- Reduce employee turnover from 20% year to 0 through staff promotions, family-like atmosphere, and merit-based pay increases each year.
- Schedule staff and resolve both customers and staff issues.
- Continuously train and develop knowledge of total bank operations, including transactions, federal law, compliance, procedures and security.
- Monitor and track securities transactions, fund transfer, margin accounts, and option trading.
- Work directly with Branch Manager to facilitate effective operations of bank.
Personal Banker, Farrell and Sons. Goldnerfurt, Maine
May. 2013 – Jul. 2013
- Grew revenue through improved procedures, customer satisfaction initiatives, and cost control.
- Established and maintained relationships with individual and business customers and provide assistance with problems these customers may encounter.
- Examined, evaluated, and processed loan applications.
- Networked within communities to find and attracted new business.
- Third party between customer and loan officer to review the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Sales Associate / Start Selling Ambassador, Zboncak-Carroll. West Eddieberg, Washington
Dec. 2011 – Jan. 2012
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Check to ensure that appropriate changes were made to resolve customers’ problems.
- Resolve customers’ service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Loan Officer, Lockman, Jacobs and Wilkinson. North Junita, Hawaii
Jun. 2009 – May. 2010
- Analyzed applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
- Obtained and compiled copies of loan applicants’ credit histories, corporate financial statements, and other financial information.
- Met with applicants to obtain information for loan applications and to answer questions about the process.
- Explained to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Reviewed loan agreements to ensure that they were complete and accurate according to policy.
- Approved loans within specified limits, and refered loan applications outside those limits to management for approval.
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
- Interviewed clients by telephone or in person to gather financial information.
Education
East Dickens, Ziemeside, Ohio
Bachelor of Science, Business Admisntration, Nov. 2006
Languages
English
Spanish
Skills
Financial Managment
Employee Training and Development
Verbal and Written Communication
Revenue generation
People Skills
Regulatory compliance
Creative problem solving
Time Managment
0becfcc6-52ed-4009-a13f-c546658ee58d
Andrew Smith
287 Custer Street, Hopewell, PA 00000
[email protected]
(000) 000-0000
Professional Summary
Methodical, versatile, adaptable leader offering over 10 years of verifiable success as a Human Resources Assistant for a top-rated, global recruiting company. Provides support to the HR Director in preparing and processing personnel actions, conducting technical training and offering assistance, and establishing and maintaining OFP’s (Office Personnel Files).
Experienced human resources professional seeking an opportunity to advance my career within a growing, employee-focused organization. Over 10 years of success providing start-ups and small businesses with human resources consulting and management. Advanced technical skills, adept at using Human Resources Management Systems (HRMS), Human Resources Information Systems (HRIS), Human Capital Management (HCM) databases. Expert in accounting and financing, expense and payroll management, payroll management and time tracking, project management, and analytics.
Experienced human resources professional seeking an opportunity to advance my career within a growing, employee-focused organization. Over 10 years of success providing start-ups and small businesses with human resources consulting and management. Advanced technical skills, adept at using Human Resources Management Systems (HRMS), Human Resources Information Systems (HRIS), Human Capital Management (HCM) databases. Expert in accounting and financing, expense and payroll management, payroll management and time tracking, project management, and analytics.
Employment history
Assistant Branch Manager, Mills, Ullrich and Corwin. Bobbyemouth, Wisconsin
Mar. 2018 – Present
- Analysed monthly balance sheet accounts for corporate reporting.
- Prepare detailed reports on audit findings.
- Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
- Serve as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems.
- Negotiate bargaining agreements and help interpret labor contracts.
- Advise managers on organizational policy matters such as equal employment opportunity and sexual harassment, and recommend needed changes.
- Perform difficult staffing duties, including dealing with understaffing, refereeing disputes, firing employees, and administering disciplinary procedures.
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
HR Assistant, Quigley-Bednar. New Russellville, Georgia
Sep. 2016 – Oct. 2016
- Maintain scheduling and event calendars.
- Schedule and confirm appointments for clients, customers, or supervisors.
- Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
- Plan and conduct new employee orientation to foster positive attitude toward organizational objectives.
- Study consumers’ reactions to new products and package designs, and to advertising efforts, using surveys and tests.
- Develop interview techniques, rating scales, and psychological tests used to assess skills, abilities, and interests for the purpose of employee selection, placement, and promotion.
- Analyze job requirements and content to establish criteria for classification, selection, training, and other related personnel functions.
- Hire employees and process hiring-related paperwork.
- Coordinate established courses with technical and professional courses provided by community schools and designate training procedures.
Administrative Assistant/ Tax Prepare, Kling Inc. Agustinchester, Arkansas
Jul. 2012 – Sep. 2014
- Filed tax returns and prepared governmental reports in compliance with strict standards.
- Generated financial statements and facilitated account closing procedures each month.
- Computed taxes owed by applying prescribed rates, laws and regulations.
- Trained new employees on accounting principles and company procedures.
- Provide internal and external auditing services for businesses or individuals.
- Use computers for various applications, such as database management or word processing.
- Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
Education
Gutkowski Academy, Ambroseberg, New Hampshire
Bachelor of Science, Human Resources, Present
Southern North Dakota University, Harveytown, Arizona
Medical Billing and Coding, Oct. 2018
South Michigan University, Cristenview, Louisiana
High School Diploma, Sep. 2012
Skills
Payroll
Expert
Computer Software
Expert
Verbal & Written Communication
Expert
Human Resources Information Software (HRIS
Expert
Onboarding
Expert
Employee relations
Expert
assistant branch manager
- Ensuring that customer orders are fulfilled in a timely and satisfactory manner, so customers return and refer the business to other potential customers
- Inventory and stock management- comply and adherence to the inventory procedures and make sure employees follow the same procedure without fail.
- Verifying and signing for orders (approval of orders) furthermore confirm with the relevant stakeholders weather orders were received.
- Sales management- monitor the branch sales performance that is week to date, month to date and year to date sales growth.
- Liaise with both internal and external stakeholders for opportunities of sales and margin growth.
- Ensuring that shrinkage safety procedures are adhered and addressing problem of shrinkage.
- Employee development- responsible for personal growth of employees inbound by providing training to employees who seem confused or underperforming their duties.
assistant branch manager
- Attending to customer enquiries, problems and complaints to satisfy the needs and wants of customers to retain customers.
- Sales management- monitor the branch sales performance that is week to date, month to date and year to date sales growth.
- Monitoring supplier products and services for compliance with quality standards.
- Maintain records of supplier quality measurements and service agreements.
assistant branch manager
- Served as branch team role model for achievement of sales goals
- Facilitated development with main office personnel of various Commercial and Trust banking referral partnership opportunities
- Resolved customer issues as needed or teamed with appropriate team resources for resolution
- Tracked and reported weekly sales outcomes of all product, service and referral categories
- Oversaw branch’s delivery of customer service
- Supervised branch in the absence of the Branch Manager
- Coached branch staff to achieve sales and service results. Assisted in keeping branch in compliance with all internal and governmental policies and procedures
assistant branch manager/acting branch manager
- Generate revenue by achieving sales target
- Overseeing the flow of cash by the Branch administration office and financial instruments.
- Collecting, interpreting and reviewing financial information of cashiers, petty cash, delivery etc.
- Producing financial reports related to budgets, account payables, account receivables and expenses of the Branch.
- Reviewing, monitoring and managing budgets.
- Develop and maintain Sefalana organisations processes and procedures ensuring they are applied with the aim of achieving the company objectives in terms of revenue, service quality and profitability.
- Organise and supervise the activity of the customer service and agent support departments to create quality framework and retain customers.
assistant branch manager
- Assist branch manager in daily operations.
- Responsible for interviewing and hiring branch staff and scheduling.
- Oversaw and directed branch production.
- Assisted members to ensure that their financial needs are being met. Process loan applications and review credit reports to maximize lending potential. Cross-sell credit union products and services to new and existing members.
- Open new accounts. Ensure that branch goals are being met.
- Supervise tellers and ensure that branch is within compliance of all federal regulations and company policies.
- Assist the branch manager with any additional duties as required.
assistant branch manager
- Plan, direct, or coordinate the activities of workers in branch of credit union
- Provide ongoing staff development through leadership, coaching, training and motivation.
- Manage all timekeeping and time off records.
- Assist with cash ordering.
- Handle member problems and complaints.
assistant branch manager
- Assist hundreds of patrons with reference inquiries, research, and requests for information and materials.
- Create a detailed inventory of nearly 1,000 previously uncatalogued rare and antique books.
- Work closely with the manager and community members to create a minimum of five library programs and events per month.
- Plan and implement an intensive month-long Summer Reading Program for up to 60 local children a day
assistant branch manager
- Promoted from entry level Manager in Trainee to Assistant Branch Manager within 2 years with responsibilities including but not limited to:LOCAL BRANCHES:
- Building new and further developing corporate and dealership accounts for the Branch.
- Managing fleet costs and vehicle rental rates to increase profitability of the branch.
- Train new hires and help them prepare for promotion opportunities.
- AIRPORT
- Schedule and manage VIP accounts and rentals
- Manage return lanescustomer service decisions, bus traffic and fleet management
assistant branch manager
- Responsible for managing vehicle reservations.
- Interfacing with customers and other businesses.
- Organizing staff and their shift duties.
- Reporting on vehicle damage reports and recouping costs.
- Organizing team meetings and group discussions.
- Data entry and correct document filing.
- Promote company products, services, and discounts where possible.
assistant branch manager
- Successfully completed the Enterprise Management Trainee program.
- Monitored individual performance results and engagged in timely coaching session when necessary.
- Successfully led the sales team through company changes while maintaining the productivity of the team.
- Interfaced with senior management to better inderstand critical objectives and made recommendations when appropriate.
- Design effective marketing compaigns to target specific markets.
assistant branch manager
- Supervise daily operations and maintenance of branch.
- Complete monthly, quarterly, and semi-annual audits.
- Ensure staff is up to date and in compliance with all policy and procedures.
- Monitor daily transactions to ensure accuracy and compliance.
- Complete month end and quarterly reporting.
assistant branch manager
- Fully accountable for the establishment and management of a new business arm specialising in the provision of telemarketing services requiring the development of an independent customer base
- Drive unique Capitec bank client service experience
- Drive performance and service culture in the branch – Providing management and support to up to 8 members of staff and motivating them towards the achievement of optimum service delivery standards facilitate customer satisfaction and maximum revenue generation
- Coordinate branch administrative process
- Locate and monitor overdue accounts, using naedo and a variety of automated systems.
assistant branch manager
- Prepare financial reports
- Perform managerial duties in absence of branch manager.
- Book and close current, new, and returning customers’ loan contracts.
- Perform various administrative functions for assigned accounts, such as recording address changes, documenting bankrupt or deceased statuses, and purging customer records.
assistant branch manager
- Create scenarios to establish operations for various types of insurance business.
- Monitor and track project milestones and targets.
- Assign duties, responsibilities, and spans of authority to field personnel.
- Network within the community to find and attract new business.
assistant branch manager
- Ensuring smooth functioning of the branch
- Responsible for monitoring compliance and operations
- Ensuring proper adherence to financial transactions
- Maintenance and timely verification of inventories
- Timely completion of Concurrent, SOX and Internal audit reports
assistant branch manager
- Effectively manage team of 14 banking professional and staff.
- Develop team members for promotion to other branches.
- Reduce employee turnover from 20% year to 0 through staff promotions, family-like atmosphere, and merit-based pay increases each year.
- Schedule staff and resolve both customers and staff issues.
- Continuously train and develop knowledge of total bank operations, including transactions, federal law, compliance, procedures and security.
- Monitor and track securities transactions, fund transfer, margin accounts, and option trading.
- Work directly with Branch Manager to facilitate effective operations of bank.
assistant branch manager
- Supervised and coached a team of 40+ employees with daily operations responsibilities that included scheduling, establishing and coaching to sales targets and employee training
- Managed rental operation with average monthly revenue of $3.6 million (Austin Bergstrom Airport)
- Exceeded profit expectations while maintaining annual fleet growth of 30%
- Oversaw strategic partnerships with new and existing accounts with a focus on enhancing the customer experience while increasing average revenue per unit
- Consistently achieved employee sales matrix top ten for the North Texas Region as well as earning Elite sales status 21 out of 35 months
assistant branch manager
- Microsoft Excel, Outlook, and Powerpoint Training
- Professional work demeanor
- COCC skills
- Problem solver
assistant branch manager
- Coordinate the approval or rejection of lines of credit and consumer loans.
- Plan, direct, or coordinate the activities of workers in the Front street branch.
- Open new IRA’s, process transactions for IRA’s, process bank to bank transfers and rollovers.
- Trained in processing transactions thru our cash recycler’s system Branchware.
- Oversee auditors needs, and answer all questions they may have.
- Insight computer network experience
- General computer skills
assistant branch manager
- Opened and Closed the bank.
- Supervised others, provided on-the-job training, and completed staff evaluations annually focusing on feedback.
- Responsible for raising $125 a month for local charities.
- Monitored teller stations to ensure that they had adequate cash available and that they were staffed appropriately.
assistant branch manager
- Evaluate data pertaining to costs to plan budgets.Accurately checked data input or verified totals on forms prepared by staff to detect errors in arithmetic, data entry, or procedures.
- Contacted prospective business owners within the community to determine banking needs, present information, or explain available services.
- Investigated missing monetary items, payment histories, held funds, returned checks, or other related issues to resolve customer concerns.
- Explained loan information to customers, such as available loan types, eligibility requirements, or loan restrictions.
- Offered courses for 1-5 students on topics such as budgeting, managing personal finances, or financial literacy within the community.
- Stayed abreast of new types of loans and other financial services and products to better meet customers’ needs.
- Opened and closed accounts, Business,CD, and Merchant Services for customers according to policy and procedures.
assistant branch manager
- Provided direction and leadership to teammates with emphasis on client service skill, achieving sales goals, and teamwork
- Reviewed operations to ensure compliance with policies and procedures
- Ensured compliance with internal controls, operation procedures and risk management policies
- Conducted performance reviews utilizing the opportunity to coach and develop teammates
- Member of the Branch Banking Advisory Board
assistant branch manager
- Notifies customers of the approval and rejection of credit either via emails or phone calls or both
- Undertakes personal visits to confirm residential and business addresses
- Interviews individuals and business owners via phone calls and visit
- Responsible for the verification of information provided by customers for credit
assistant branch manager
- Plan, direct, or coordinate the activities of Personal Bankers.
- Managing and executing all audits for the branch according to the Randomness Calculator.
- Providing training, coaching, development and motivation for my Personal Bankers.
- Creating an effective schedule for the branch team members using Staffing Central.
- Interviewing and hiring for Personal Bankers.
- Listen carefully and evaluate customer information to make recommendations that match their needs as well as be a consultant to refer them to other bank experts
- Assisted with taking lending needs, including Home Equity
assistant branch manager
- Meet and greet of current and prospective clients.
- Loan processing from initial contact through to settlement.
- Cross selling of insurances.
- Fast paced, target driven environment.
- Oversee the flow of cash and online accounts.
- Oversee a branch of 6+ employees.
assistant branch manager (operations)
- Acted as the first line of communication in the absence of branch manager.
- Expanded customer base by advertising bank products to customers.
- Supervised daily operations of the branch especially in opening accounts.
- Ensured complete KYC doucmentation with adherence to KYC standers and timely disburse the loan.
- Supervised office in absence and provided direction to staffs.
- Conducted objective performance appraisals as scheduled.
- Solved the queries and problems of customers as well as staff.
assistant branch manager
- Trained bank staff in BSA compliance, bank compliance, product knowledge and all retirement accounts.
- Reduced cost by controlling payroll, organizing schedules, and secure cash handling.
- Processed sales referrals, and promoted bank products and services.
- consistently providing outstanding customer service.
- Created new and innovative ways of training staff to develop the teams full potential.
- Managed my team members in the sales sprint success awarding our branch the leading sales branch.
- Instrumental in increasing the branch deposit total by four million
assistant branch manager
- Autonomy management in branch operation
- Be organize and able to achieve goals
- Establish good interaction with customer
- Keep improving the branch efficiency in overall aspect
- Be flexible in leading staff on adapting to every change of business environment
- Protect and preserve company image