Assistant Branch Manager

Natasha Amaral

Irvine, CA *****

Cell: 949-***-****

Dedicated, customer service representative with comprehensive understanding of managing national accounts. Over 20 years of experience in creating & maintaining relationships with customers.

Strategic Vision: Experience in working with sales team on bid packaging, maintaining & improving relationships with customers. Working with management to maintain ongoing cost improvement projects.

Successful New Business: Won online bids worth 3 million dollars of new business.

Expert Resource: Assessing needs of customers to be able to improve satisfaction rating.

SKILLS

Leading and Motivating Meticulous attention to detail Deadline - oriented

Budgeting Skilled multi-tasker Work closely with upper management

Scheduling Focused on customer satisfaction Team Building

Weekly, monthly reporting Product building Oral / Written Communication

Bank Of The West, BNP Paribas 5/2022-Present

Job Title: Assistant Manager, AVP

Quality customer service.

Performance evaluations.

Training.

HR Issues.

Expand the branches customer base and branch profitability.

Operations, audits and interviewing potential new employees.

Nuvision Credit Union

Job Title: Assistant Branch Manager 2020-5/2022

Anticipate needs of the branch to meet goals, budgets and comply with banking laws.

Actively coach team members directing them to identify the needs of our customers.

Quality customer service.

Performance evaluations.

Training.

HR Issues.

Expand the branches customer base and branch profitability.

Operations, audits and interviewing potential new employees.

Unify Financial Credit Union, Irvine, CA 2019 – 2020

Job Title: Supervisor

Anticipate needs of the branch to meet goals, budgets and comply with banking laws.

Actively coach team members directing them to identify the needs of our customers.

Quality customer service.

Performance evaluations.

Training.

HR Issues.

Expand the branches customer base and branch profitability.

Operations, audits and interviewing potential new employees.

Americor, Irvine, CA 2018 - 2019 / 2020- 2021

Job Title: Manager

Monitor daily team activities to ensure each member is exceeding expectations.

Reducing overall cost by implementing and adhering to processes that are the most efficient.

Responsible for client escalation calls.

Payroll management.

Manage a team of 14 -20 to ensure performance and attendance are adhering to company expectations.

Capital Group Company, Irvine, CA 2015– 2018

Job Title: Client Service Investment Services Manager

Team leader- training new employees in Compliance, Audit, Operations & Customer Service

Compliance monitoring & implementation of new operational policies & procedures measures

Coordinate operational activities to ensure meeting quality assessments and operational audits.

Manage a staff or 20, direct daily work, administer discipline, and determine pay and work hours.

Interview, advising on hiring new employees, evaluate performance and termination decisions.

JP Morgan Chase, Huntington Beach, CA 2011– 2014

Job Title: Assistance Branch Manager

Leader for Audit, Operations, Customer Service. Staff Coaching and Development.

Met and exceed assigned goals, within a goal based and results driven environment.

Recognized the needs of the branch to comply with all banking laws and regulations.

Trained new employees in Compliance, Audit, Operations & Customer Service.

Interviewed & advised on hiring new employees; evaluated staff performance.

US Bank, Huntington Beach, CA

Job Title: Assistance Branch Manager 2009 - 2011

On site leader for sales, customer service, policy, and compliance.

Problem-solving handling customer and staff questions and concerns.

Expanded the branch's customer base by building meaningful relationships with our customers, learning their goals and needs, and making appropriate product and service recommendations.

Plan and direct employees' work; train and coach employees,

Balance and audit ATM and Vault.

Risk Management, minimizing losses & enforce cash handling procedures.

Ensured branch is within compliance with audit, operational regulations, and guidelines.

WM Financial Services/Washington Mutual Bank, Irvine, CA

Job Title: Quality Assurance Coach 1997 - 2003

Processing balance in full collections.

QA feedback to peers, coaching peers on call handling.

Efficiency and dollars collected, problem resolution.

Employee of the Month.

CRM Salesforce Oracle Email Google Sheets Excel Word PowerPoint

Annuity License - California Notary - California

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