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Branch Manager, VP / Business Development

Location:
Houston, TX
Salary:
85,500
Posted:
January 09, 2024

Contact this candidate

Resume:

Rasheal S Farris

Houston, TX ***** 281-***-****

ad2k1a@r.postjobfree.com

Objective: To seek a Sr Branch Management position where I can use my service and leadership abilities to lead coach and manage an exceptional experience for workers, employees, and customers while building life long lasting relationships and collaborating with partners.

Employment History:

Beyer Heritage Federal Credit Union

Branch Manager III – June 2023 to October 2023

Managing coaching and leading bankers, tellers, loan officers with building teams

Partnering with financial advisors. Building strong lifetime relationships with clients while managing their accounts.

Leading sales, operations & cash controls. Audits, compliance, financial reports, growing and developing teams, customer relations,member accounts and account maintenance, managing P&L, growing & driving revenue & profit, marketing and business development, financial acumen

Wells Fargo Bank

Branch Manager III - November 2021 to June 2023

•supervise personal bankers, relationship bankers, premier bankers and partner with financial advisors.

Energy Capital Credit Union

Exxon Mobile Campus location

Branch Manager - from November 2019 to November 2021

• Develops business in market area by outside sales, business meetings with clients, mailing letters, & calls

• Manages branch team to meet the goals and objectives of branch

• Represents the credit union by participating in local community organizations and events.

• Business development of market through proactive sales calls, networking to meet/exceed production goals

• Involvement in local market/community civic events

• Taking loan applications & Credit Report Review. Working closely with Underwriters

Woodforest National Bank

Evolution Branch Manager II – January 2018 to November 2019

• Certified Financial Counseling training

• Develops business in market area by outside sales, business meetings with clients, mailing letters, & calls

• Grow Relationships and Tailor Solutions with customers through Digital Adoption, Online & Mobile Banking channels.

• Assist & Educate customers on a newer, faster, more efficient way of doing banking with Technology being their first choice & first point of contact.

• Lead sales and profit/revenue for the bank through using Access & Digital Adoption & Technology. Overseeing Tellers & bankers. Making sure both are educated and aware of products, services and promotions and advertisements. Second in charge from Manger. Act as manager in absence.

• Ensuring that customers receive outstanding customer service by providing a friendly environment which includes greeting and acknowledging their needs. Coordinate and produce successful customer service leads within the area by providing resourceful information for customer follow-ups, while promoting a personal relationship with customers by continuing to maintain excellent service and knowledge

• Manage high volume workload within a deadline driven environment while resolving customer inquiries. Committed to Customer Service, with ability to build productive relationships, Resolve Complex Issues, and Gain Customer loyalty and trust. Listen attentively.

• Monitor and Maximize Branch Operating Profit, Net Interest Income, Branch Total Fees, Branch Checking and Savings Balances, Branch Profit and Loss. Lobby Management. Prepare branch for Audits. Print Daily Reports. Make nsf decisions. Conduct Weekly sales meetings with Staff. Manage sales of deposits. Supervise Cross Sale. Sale and Refer Investments.

JP Morgan Chase Bank

Branch Manager, VP – March 2010 to January 2018

• Meeting with customers face to face and over the phone to uncover their needs.

• Selling products and services to customers that benefit their needs. Also making sure they are taking advantages of all products Chase have to offer.

• Partnering up with specialists to help with specialized financial needs. Doing the right thing for customers and Exceeding their expectations.

• Develops business in market area by outside sales, business meetings with clients, mailing letters, & calls

• Acquire, retain, and deepening relationships with customers. Building lasting relationships

BBVA Compass Bank

Assistant Branch Manager III – September 2009 to March 2010

• Overseeing Tellers and Financial Sales Advisors. Making sure both are educate-ed and aware of products, services and promo5ons and adver5sements. Sec-nod in charge from Manger. Act as manager in absence.

• Develops business in market area by outside sales, business mee5ngs with clients, mailing letters, & calls

• Ensuring that customers receive outstanding customer service by providing a friendly environment which includes greeting and acknowledging their needs. Coordinate and produce successful customer service leads within the area by providing resourceful information for customer follow-ups, while promoting a personal relationship with customers by continuing to maintain excellent service and knowledge.

• Manage high volume workload within a deadline driven environment while resolving customer inquiries. Committed to Customer Service, with ability to build productive relationships, Resolve Complex Issues, and Gain Customer loyalty and trust. Listen attentively

• Monitor and Maximize Branch Operating Profit, Net Interest Income, Branch Total Fees, Branch Checking and Savings Balances, Branch Profit and Loss. Lobby Management.

• Prepare branch for Audits. Print Daily Reports. Make nsf decisions. Conduct Weekly sales meetings with Staff. • Manage sales of deposits. Supervise Cross Sale. Sale and Refer Investments

MidSouth Bank

Customer Service Supervisor - March 2007 to September 2009

• Assist Branch Manager with managing local branch, relieving of duties and Responsibilities when out of office yet continuing to meet my goals.

• Opening accounts and performing account maintenance for customers.

• Coach tellers weekly and discuss productivity and evaluations.

• Staying well informed about current promotions of Financial Institution and well educated on products and services (Loans, Mortgages, Interest Rates...)

• Continuance of Resolving Customer Issues in Branch • Strong sales and Sales Coaching with Employees. Demonstrate Leadership.

Hibernia National Bank

Senior Vault Teller - January 2005 to March 2007

• Responsible for Tellers Productivity. Encourage Tellers to meet Daily and Monthly Sales Goals Specialize and train to handle multiple complex transactions within required standards.

• Balance Daily, locating outages in order to avoid possible losses of money through fraud or error

Maintain compliance daily and monthly by making sure all policies and procedures are followed acceding to company and government rules and guidelines.

Skills / Qualifications

• Develops business in market area by outside sales, business meetings with clients, mailing letters, & calls

• Highly competitive self-starter, who is disciplined, organized and very well goal oriented. Able to develop and coach a team.

• Desire for success and willingness to take Responsibility.

• Quick, courteous, very efficient and creative. Can execute a sales process in a fast-paced environment

• Welcome the challenge of problem solving, which include very strong Resolution skills. Great leadership qualities.

• Great work ethic, Adaptable, Able to evaluate myself, as well as others performance and always developing plans to Improve.

Education:

Central High School in 1999.

Everest University- 2010 Bachelor’s Degree in Business Administration & Marketing

Credit Education Classes: Jan 2020- Current

CUNA Credit Classes including

Improving credit & correcting errors / Money, Attitudes & Roles

Understanding and improving cash flow / Certified Financial Counseling training Budget Analysis / Spending plan



Contact this candidate