Assistants Branch Manager provide administrative and clerical assistance to Branch Managers in an effort to meet or even
exceed branch goals.
-RSB- successful at meeting and
exceeding branch goals.
Not exact matches
Contributions made to meeting and
exceeding client service and
branch sales
goals by offering and selling products and services and developing, expanding and retaining relationships.
Through success in overseeing HR, budgeting, supply management, and patient service — as well as developing and leading productive and efficient office staff — I am more than prepared to meet, or
exceed, Olive
Branch Medical's
goals.
My background in supporting direct patient care allows me to substantially assist Olive
Branch Medical Center in meeting — and
exceeding — its healthcare
goals.
Actively participated in the achievement of
branch revenue
goals and
exceeded individual
goals in every category
Developed, maintained and reported on
branch center's marketing strategy to
exceed monthly sales
goals by 15 %
Sell clients a full - range of retail products and services, such as deposit accounts, loans, credit cards, safe deposit boxes etc. to meet and
exceed established sales
goals to support overall district,
branch and individual sales objectives
Consistently met or
exceeded Corporate Deposit, Cross Sell and Investment
goals for the
branch
Proven track record of consistent performance in sales and service by regularly meeting and
exceeding branch sales
goals.
Achieved top district banker in first quarter of 2014 for new business while continually meeting and
exceeding quarterly sale and service
goals for the
branch.
Accomplished
Branch Manager who consistently
exceeds sales
goals, while providing the utmost care in client relations.
Exceeded quarterly sales
goals leading to recognition as top banker in
branch and top region in the market
Led and coached 22
branch managers, and 3 small business banking specialists that assisted in all aspects of day - to - day business
goals, and ensured those
goals and targets were met and
exceeded for sales performance, operational efficiency, and best - in - class customer service delivery.
Bank Teller — United AC Bank, Atlantic City, NJ — 2/2007 — 3/2012 • Received Employee of the Year for excellent customer service, noted by consistent name references in customer reviews • Educated customers on financial services, computer account access, and mobile apps for their convenience • Recommended relevant bank products and services when appropriate, setting a record in service referrals and
exceeding the company's promotion profit
goals by 10 percent • Processed automated teller transactions, night deposits, and loan and retirement plan payments on a day - to - day basis • Provided the head manager with daily cash supply orders to maintain sufficient funds for successful operations every day • Counted and sorted currency by hand and with counting equipment in order to ship to other
branch locations
Start your list with your most recent employment and go backwards from there.For further assistance, read these examples of bank teller work history sections.Bank Teller — NBAC Bank of New Jersey — Trenton, NJ — 4/2014 to Present •
Exceed all sales
goals, becoming top product and service seller for five consecutive quarters, and boosting monthly profits by 15 percent • Multi-task customer service interactions and processing and counting duties on a daily basis • Process deposits, withdrawals, and payments quickly and accurately • Assist customers with inquiries concerning financial specialists, specific services, and account informationBank Teller — Trenton First Bank — Trenton, NJ — 6/2010 to 4/2014 • Resolved account discrepancies and customer complaints in a professional and timely manner, resulting in a 15 percent increase in customer satisfaction ratings, the highest in
branch history • Prepared daily
branch reports concerning cash amounts and daily transaction for the
branch manager • Tested and immediately reported counterfeit currency to the head manager in accordance with safety protocol and procedures • Helped customers open and close accounts, make payments, and deposit and withdraw money into their accounts on a daily basis
PROFESSIONAL EXPERIENCE PNC BANK, Evanston, IL (6/2012 to Present)
Branch Manager • Determine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cons
Branch Manager • Determine the
branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cons
branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these
goals • Manage
branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cons
branch operations and motivate staff members to strive and
exceed sales
goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales
goals are met constantly
Summary
Branch Manager skilled in
exceeding sales
goals and company expectations by expanding client...
CFIC Home Mortgage, Valrico • FL 2002 — 2007 Mortgage Broker /
Branch Manager Provided top performing mortgage sales, consistently
exceeded all sales
goals and ensured superior customer satisfaction levels.
Promoted from Teller position to Member Service Representative April 2003 Established credit union memberships Opened savings, checking, individual retirement, and certificate of deposit accounts and explained options of each to member Prepared all paperwork and assisted members in signing of documentation Cross sold and created Visa check cards in
branch Responded to members» questions and concerns via phone queue and online communucation center Opened safety deposit box accounts Performed daily maintenance of the loan applicant database Entered and submitted applications to the loan officers for review and status decision Educated members on the variety of loan products and payment protection options Maintained up - to - date knowledge of credit union products and policies
Exceeded cross sell percentage
goals with consultative, value - focused customer serviceapproach
Exceeded marketing
goals by cross selling various credit union products and services Provided back - up for other member service representatives and tellers when needed Maintained dormant account log Executed check orders Back - up for Managers with vault combinations Prepared and executed settlement documents for the following loan products: Home equities (fixed rate and HELOC's), ordered appraisals and flood certificates Auto loans Unsecured lines of credits VISA credit card lines.
JPMorgan Chase (Chicago, IL) 2007 — 2010
Branch Manager • Managed all aspects of JPMorgan Chase branch including daily operations and personnel • Responsible for $ 40 million in deposits, $ 20 million in loans, and $ 50 billion in accounts • Consistently exceeded quarterly acquisition goals through effective product positioning • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations • Investigated issue escalation, fraud, theft, forgery, and identity theft claims as needed • Delivered excellent customer service ensuring client satisfaction and repeat bu
Branch Manager • Managed all aspects of JPMorgan Chase
branch including daily operations and personnel • Responsible for $ 40 million in deposits, $ 20 million in loans, and $ 50 billion in accounts • Consistently exceeded quarterly acquisition goals through effective product positioning • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations • Investigated issue escalation, fraud, theft, forgery, and identity theft claims as needed • Delivered excellent customer service ensuring client satisfaction and repeat bu
branch including daily operations and personnel • Responsible for $ 40 million in deposits, $ 20 million in loans, and $ 50 billion in accounts • Consistently
exceeded quarterly acquisition
goals through effective product positioning • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations • Investigated issue escalation, fraud, theft, forgery, and identity theft claims as needed • Delivered excellent customer service ensuring client satisfaction and repeat business
Talent Tree (Cleveland, OH) 2003 — 2004 Vice President: Sales & Operations (Eastern US) • Managed P&L of $ 35 million staffing firm focused on IT, retail, healthcare, and office needs • Directed activities for 10
branches ensuring profitable and professional operations • Established KPI's to standardize processes and set clear expectations for all departments • Developed key client accounts and reorganized business plan to
exceed regional profit
goals
Accolades ♦ Six - Time President's Club Award Winner for
Exceeding Annual Sales
Goal ♦ Two - Time Highest Percentage of Annual Quota Award Winner ♦ Quota Achievement Multiple Winner ♦
Branch Sales Representative of the Month Multiple Winner ♦ 100 % + Multiple Winner ♦ Excellence in Major Accounts Award Winner ♦ Best Regional Product Presentation & Demonstration Award Winner ♦ Best Product Presentation & Demonstration Award Winner
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and
branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or
exceed sales
goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely
exceeded monthly sales
goals increasing YTD
branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relationships
Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President /
Branch Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient oper
Branch Manager • Managed all aspects of Evanston
branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient oper
branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently
exceeded financial
goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations
Professional Experience Chase Investment Services (Charleston, WV) 06/2008 — Present Financial Advisor • Served as Financial Advisor for multiple
branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management •
Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary
branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual
goals and values