Resume

Branch Manager Customer Service

Location:

Bradenton, FL

Salary:

100K ++

Posted:

November 09, 2023

Contact this candidate

Resume:

JOHN INGHRAM

ad0y70@r.postjobfree.com Bradenton, FL ****1

Summary

Results-driven Bank Branch Manager with 20+ years of experience in managing daily operations, driving sales, and building strong customer relationships. Proven track record of achieving branch profitability targets and leading high-performing teams. Skilled in financial analysis, risk management, and strategic planning. Strong leadership abilities combined with excellent communication and interpersonal skills. Master of Business Administration with a focus on Finance. Results-driven Branch Manager with 29 years of comprehensive experience in financial services. Polished in managing branch, promoting and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities. Branch Manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. [29]+ year history of success . Branch Manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. 20+ year history of success in 2023.

Experience

Paramount Residential Mortgage Group, inc Sarasota, United States

Bank Branch Manager

08/2020 - Current

Managed daily operations of the bank branch, including customer service, sales, and staff management.

Developed and implemented strategies to increase branch profitability and achieve sales targets.

Built and maintained strong relationships with customers, ensuring high levels of customer satisfaction and retention.

Led a team of 15 employees, providing coaching and guidance to drive performance and professional development.

Analyzed financial statements, loan applications, and credit reports to determine customers' eligibility for loans.

Ensured compliance with banking regulations and internal procedures.

Initiated sales campaigns to increase deposits and loan products in the branch.

Developed and implemented customer service policies to ensure efficient operations of the branch.

Conducted regular meetings with employees to discuss goals and performance issues.

Maintained confidentiality of all banking records and transactions.

Created strategies for improving customer satisfaction levels at the branch.

Assisted in developing marketing plans for new products and services offered by the bank.

Reviewed monthly financial reports submitted by staff members to ensure accuracy of data.

Organized training sessions for new employees on proper banking procedures and regulations.

Managed the day-to-day operations of the branch including scheduling, staffing, budgeting.

Prepared annual budgets for the branch as well as quarterly forecasts for revenue and expenses.

Implemented measures to reduce operational costs while increasing efficiency within the branch.

Facilitated weekly meetings with senior management personnel from other branches to share best practices.

Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.

Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.

Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.

American Financial Network Inc. Sparta Township, United States

Branch Manager

10/2016 - 08/2020

Assisted the bank manager in overseeing branch operations and ensuring efficient workflow.

Provided exceptional customer service, resolving complex customer inquiries and issues.

Assessed and mitigated risks associated with banking operations, ensuring compliance with regulatory requirements.

Trained and mentored new employees, fostering a positive and productive work environment.

Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.

Developed strategies to increase customer satisfaction and loyalty.

Managed staff scheduling, hiring and training processes.

Reviewed loan applications to ensure accuracy and compliance with regulations.

Conducted regular performance reviews for all employees in the branch.

Monitored financial performance of the branch on a monthly basis.

Implemented internal control procedures to minimize risk exposure and maximize profitability.

Provided guidance and support to team members regarding problem resolution and customer service issues.

Analyzed data to identify trends related to products, services, customers and markets served by the branch.

Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.

Resolved escalated customer complaints in a timely manner.

Established strong working relationships with external partners such as vendors and suppliers.

Coordinated promotional campaigns for new products or services in order to boost sales revenue.

Ensured compliance with established policies, procedures and regulations governing banking operations.

Created reports summarizing operational performance metrics for senior management review.

Facilitated weekly meetings with staff members to discuss progress on current initiatives.

Organized professional development programs for employees at all levels of the organization.

Performed regular audits of financial records in order to ensure accuracy.

Managed and inspired team members to perform to full potential, driving branch profitability.

Assigned duties to employees and examined work for accuracy, neatness and timeliness.

Planned work schedules to maintain adequate staffing levels.

Disciplined employees to encourage compliance with company policies and procedures.

Increased efficiency and drove branch revenue by optimizing daily operations.

Established and built customer relationships through targeted outreach and initiatives.

Designed sales and service strategies to improve revenue and retention.

Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.

Supported outside sales force in servicing and obtaining new business.

Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.

Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.

Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.

Analyzed competitors and market trends to facilitate business growth.

Created and updated financial reports on frequent basis to present information to leadership teams.

Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.

Conducted reviews and evaluations for cost-reduction opportunities.

Analyzed actual financial results to budget, preparing variance reporting to functional groups.

Coordinated preparation of external audit materials and external financial reporting.

Managed relationships with tax authorities, bankers and auditors.

Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.

RHF Funding Sparta Township, United States

Branch Manager

11/2014 - 10/2016

Managed a portfolio of high net worth clients, providing personalized financial advice and solutions.

Promoted and cross-sold various banking products and services to meet customer needs and increase revenue.

Analyzed financial data and prepared comprehensive reports for clients, highlighting investment opportunities.

Collaborated with internal teams to streamline processes and improve customer experience.

Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.

Developed strategies to increase customer satisfaction and loyalty.

Managed staff scheduling, hiring and training processes.

Reviewed loan applications to ensure accuracy and compliance with regulations.

Conducted regular performance reviews for all employees in the branch.

Monitored financial performance of the branch on a monthly basis.

Provided guidance and support to team members regarding problem resolution and customer service issues.

Analyzed data to identify trends related to products, services, customers and markets served by the branch.

Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.

Resolved escalated customer complaints in a timely manner.

Established strong working relationships with external partners such as vendors and suppliers.

Coordinated promotional campaigns for new products or services in order to boost sales revenue.

Ensured compliance with established policies, procedures and regulations governing banking operations.

Created reports summarizing operational performance metrics for senior management review.

Identified opportunities for process improvement initiatives within the branch.

Facilitated weekly meetings with staff members to discuss progress on current initiatives.

Performed regular audits of financial records in order to ensure accuracy.

Managed and inspired team members to perform to full potential, driving branch profitability.

Assigned duties to employees and examined work for accuracy, neatness and timeliness.

Disciplined employees to encourage compliance with company policies and procedures.

Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.

Increased efficiency and drove branch revenue by optimizing daily operations.

Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.

Designed sales and service strategies to improve revenue and retention.

Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.

Supported outside sales force in servicing and obtaining new business.

Grew business banking relationships through proactive outreach.