Branch Manager

LS

LISA SEALY

***********@*****.*** 209-***-**** Galt, CA 95242

Versatile Branch Manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with 21 years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.

Relationship Building and Management

Business Development Expertise

Employee Development

Relationship Building

Computer skills

Problem resolution

Teambuilding

Organizational skills

Microsoft Office

Decision-making

Supervision & leadership

Good work ethic

Friendly, positive attitude

Relationship building

Chase Bank Elk Grove, CA

Branch Manager

10/2021 - 10/2023

Act as the standard bearer of Chase and create a world-class customer experience

Partner with tellers to make every entrance into the branch a warm and welcome one

Assist bankers and partners in maintaining customer relationships Educate clients on how to use our digital platforms to bank and invest when, where and how they want

Build partnership with local businesses to build brand in local market area through strong community involvement

Build relationships by promoting a client/customer centered organization and proactively addresses customer needs

Create a dynamic and engaging culture that encourages team members to provide an exceptional customer experience

Address client issues promptly and effectively

Manage and coach branch employees to engage customers Actively identify, coach, develop, motivate and support employees so that they can provide superior service to every customer Work with individual bankers and tellers to identify customer needs Bring out the best in the branch employees by providing training, coaching, and motivation

Promote a strong control environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures and processes

Drive deposits & investments growth for the branch Create branch specific strategies to grow the business Summary

Skills

Experience

Use reporting to identify high potential and at risk customers Partner with bankers in cultivating new and existing deposits Work with partners, including financial advisors and home lending advisors to grow investments

Improve revenues and expenses and grow the business, while exceeding customer expectations

Chase Bank Elk Grove, CA

Relationship Banker

11/2018 - 10/2021

Deliver exceptional customer experience by acting with a customer first attitude

Manage assigned customers and proactively meet with them- in person and over the phone to build lasting relationships, discover financial needs, and tailor product and service recommendations

Make personal connections, engage and educate customers, ask open ended questions and listen to establish trust and build lasting relationships Strong desire and ability to influence, educate, and connect customers to technology

Possess initiative, and knowledge to provide financial options for customers using a consultative approach

Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together Partner with Specialist (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Chase Bank Dallas, TX

Branch Manager

08/2015 - 10/2018

See Branch Manager job responsibilities above

Chase Bank Richardson, TX

Assistant Branch Manager

04/2010 - 08/2015

Responsible for all aspects of operations

Ensuring satisfactory audit ratings

Managing critical operational metrics to minimize risks and losses Maintaining high standards for cash controls, monetary transactions, security, and account opening activities

Ensuring the entire branch staff is trained and follows polices and procedures, and operating within the guidelines of Chase's Code of Conduct

Supervise and coach teller/ lead tellers to accurately handle paying and receiving transactions and to provide a great customer experience Scheduling teller staff based on customer traffic and branch hours Coach tellers to make safe and simple referrals to bankers Deliver mid year and year end performance reviews to teller staff Provide support to the Branch Manager in the general management of the branch

Working with the Branch Manager in hiring and staffing for all Teller roles Certified Mentor for ABMT (Assistant Branch Managers in Training and Lead Teller Operations)

Washington Mutual Bank Stockton, CA

Global Securities and Investigations

10/2008 - 02/2009

Investigated internal/external fraud claims with loss exposure of $10,000 or more

Investigated teller outages

Investigated cases communicated through Whistler Blower and We Tip line for employees

File Suspicious Activity Reports (SAR) according to SAR guidelines Filed cases to the appropriate law enforcement agencies and/or postal inspectors

Interviewed internal employees involved in theft or suspicious activity or reported through the Whistler Blower hotline

Interviewed customers (suspect/victim) when appropriate Identified fraud trends or rings and reported it to management and team for further action

Communicated fraud trends or rings to bank branches in an affected area Communicated with HR on employee theft or fraud issues Write up Promissory Notes in order to collect money owed to the bank by a customer

Provided assistance to local, state, and federal law enforcement agencies investigating incidents of fraud

Recorded all initial fraud reports into an internal Fraud Case Management System database

Washington Mutual Bank Stockton, CA

Production Manager

02/2001 - 10/2008

I was responsible for different operating functions and support functions within my unit which included processing check fraud and forgery claims, Identity Theft claims, Online Banking Claims, Incoming and Outgoing collection claims and Incoming and Outgoing Hold Harmless request in order to help the bank recovery funds

Responsible for ensuring that our Service Level Agreements (SLA) were being met through a small call center for taking claims over the phone Reported production stats to Division Manager

Communicate any day to day issues or delays that would impact production to Division Manager

Hired and interviewed candidates for open positions within the unit Delivered monthly performance feedback to the team through K-Performer and Scorecard reports

Conducted monthly observations sitting in with employees to identify any roadblocks preventing proformance and learn best practices Delivered Mid-Year and Year-End Review to employees Updated department policies and procedures

Bear Creek High School Stockton, CA

High School Diploma

05/1994

Retail Bank Ace Award 2006

SIE

Series 6

Series 63

Life Insurance (Life Only)

Education and Training

Accomplishments

Certifications

Contact this candidate