Branch Manager Assistant
Resume:
Ian Thomas Murphy
Unit One
Dorchester, MA 02124
adhyj9@r.postjobfree.com
Wellesley Bank June 2018 – Present
Premier Office Manager, Assistant Vice President
One Federal Street
Boston, MA 02110
•Oversee daily activities of branch operations staff: monitors and controls work flow
•Proactively manage clients making their banking relationship more valuable
•Ensure continuous premier service and positive public perceptions of the Bank
•Supports the Bank's objectives and campaigns by developing strategic clients and providing a valuable banking experience
•Maintains knowledge of customer accounts and account activity; meets with customers to resolve problems; cross-sells Bank services whenever possible
•Manage all new business account onboarding for treasury management clients
•Oversee treasury management inquiries
Century Bank August 2016 – June 2018
Assistant Branch Manager II
1354 Beacon Street
Brookline, MA 02446
•Includes all responsibilities of Assistant Branch Manager
•Manage efforts to work with surrounding community businesses to establish centers of influence
•Create tracking process to maintain targeted account openings to meet branch requirements
•Responsible for outreach to all current business customers to establish one on one relationships and expand current account holdings
Assistant Branch Manager
•Conduct audits on banking staff to comply with bank operations requirements
•Meet with current and prospective customers to discuss business development
•Initiate loans working with customers to ensure the process is completed effectively
•Process, approve and close loans, ensuring compliance with Century Bank’s lending policies and procedures
•Provide training to staff on security and new operations requirements
Assume Branch Manager Responsibilities when Branch manager is unavailable or on leave
Webster Bank January 2016 – August 2016
Assistant Branch Manager
1000 Highland Avenue
Needham, MA 02494
•Meet/exceed individual development goals and objectives.
•Facilitate team-training sessions consistent with Webster’s Sales & Service process
•Consistently meet/exceed all sales goals, retention goals and customer service standards
•Effectively utilize decision/exception tools to support valuable customer retention
•Ensure compliance with Federal and State laws as well as Webster Bank policies and procedures
•Assist in the compliance of all aspects of the Leadership Scorecard
•Assist with the achievement of year over year profitability through daily expense management consistent with the branch P&L statement.
•Ensure the prevention of fraudulent activities through adherence to bank policies and procedures.
Ensure fee waivers and rebates are granted within bank guidelines
Citibank November 2012 – January 2016
Personal Banker
1000 Highland Avenue
Needham, MA 02494
Create and deploy a sales plan using optimal methods for achieving sales goals and meeting client needs
Maintain thorough knowledge of banks products ranging from savings/checking accounts to mortgage offerings
Develop relationships with internal segment partners – Business, Home Lending, Financial Advisors, Citigold
Mentor other bank personnel on identifying and quality referrals
Enhanced Teller
84 Central Street
Wellesley, MA 02482
Audit new account opening documentation for Bank Secrecy compliance
Review work of other tellers to ensure compliance with all internal and external regulations
Coach other tellers on processing efficient and accurate transactions
Review system reports based regulations and verify all forms have been received and completed to ensure the bank is in compliance
Track the branches adherence to banking laws and regulations as defined in company policies and Promote bank products and services to customers
Education
High School Diploma from Scoil Dara, Kilcock, County Kildare Ireland
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