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Branch Manager Customer Service

Location:
Brigham City, UT
Posted:
October 30, 2024

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Resume:

JEAN (JOHNNY) HAKIM

*** * *** *

BRIGHAM CITY, UTAH 84302

806-***-****

Email: ***************@*****.***

Summary Talented Branch Manager successful in managing highly effective teams with focus on account.

service and retention. Detail-oriented financial professional with 30 years of industry experience. Persuasive communicator with proactive approach to resolving account and customer service issues.

Experience Branch Manager 09/2014 - Current

Wells Fargo Brigham City, Utah & Logan, Utah

Being able to analyze business problems and suggest technical solutions.

Thrive in a collaborative environment and taking on new challenges.

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. Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Planned work schedules to maintain adequate staffing levels.

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.

Managed completion of planned audits, reviewed records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.

Identified risks and opportunities with management to improve business processes.

Supervised audit staff to align goals with company and deliver excellent internal audit services.

Branch Manager 09/2012 – 1/2013

Wells Fargo University of Alabama Birmingham, AL

Adhered to deadlines in optimizing regulatory and operational performance.

Monitored compliance risk controls to identify deviations and offer recommendations. Facilitated adherence to safety and regulatory objectives and managed client-specific projects, training programs and personnel background checks.

Established and built customer relationships through targeted outreach and initiatives. Provided first-rate customer service by identifying and addressing customer concerns and inquiries.

Branch Manager 01/2013 - 12/2014

Wells Fargo Birmingham AL

Adaptable and flexible coaching style which considers the needs and learning styles.

of a diverse team

Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment.

Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking options.

Personal Banker & Assistant Branch Manager 02/2008 - 01/2012

Wells Fargo Amarillo TX

Followed operational standards, promoting security, risk management and compliance. Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Expanded customer relationships by maintaining regular follow-up processes and rapport. Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.

Recognized transaction needs and educated clients on service and digital channels to assist with self-service.

Responded promptly to customer queries and complaints to find solutions and diffuse tension.



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