Branch Manager Assistant Treasurer

Nancy A. Brown

Lowell, MA *****

978-***-**** *****@*******.*** www. LinkedIn.com/in/nancy-brown-2aa9a434

Summary

An experienced branch manager who leads a team of sales and service professionals to meet and exceed sales goals and customer service targets. Build relationships with customers and identify needs through the sale of financial products and services. Make sure security and cash-handling procedures are properly followed while supervising branch staff, evaluating loan applications, and overseeing the flow of cash and financial instruments.

Core Competencies:

Retail banking

Client relationships

Compliance

Digital awareness

Sales management

Business development

Bank operations

Consumer lending

Verbal, written communication

Experience

StonehamBank, Billerica, MA

Branch Manager, Assistant Treasurer, and Officer 1/2018 – 10/2020

Promoted the sales and service culture, business development, meeting operational initiatives, and ensuring the branch achieved its annual goals through sales initiatives, referrals, and retention of existing relationships.

Handled staff development, engagement, ongoing coaching, and supervisory responsibilities for branch staff and performance management.

Achieved personal sales goals by developing new business in retail deposits, consumer lending, building a presence in the community, business prospecting, and enhancing business relationships.

Ensured safety and security of the branch in accordance with the bank’s policy.

Assisted the bank in meeting its goals of profitability by providing the highest level of customer service and sales.

Consistently achieved quarterly personal and branch sales goals.

Built a strong presence in the community: member of The Billerica Rotary, Lions Club, and Billerica Alliance Club.

Grew deposits by 10% annually.

Developed and promoted sales staff by providing daily feedback, coaching, and mentoring.

Reading Cooperative Bank, Wilmington, MA

Assistant Vice President, Branch Manager 4/2012 – 1/2018

Managed the administration and efficient daily operation of a full-service branch office including operations, lending, product sales, customer service, and security and safety in accordance with the bank's objectives.

Developed new deposit and loan business. Provided a superior level of customer relations and promoted the sales and service culture through coaching, guiding, and motivating staff.

Provided leadership, training, and supervision. Delegated day-to-day operations to the assistant branch manager or other branch personnel. Responsible for attaining established bank and branch goals through active participation in sales management and officer call programs.

Participated in community affairs to increase Reading Cooperative Bank’s visibility, and to enhance new and existing business opportunities.

Achieved annual personal, branch sales goals, and grew deposits by 10%. Built a strong presence in the community: member and president of the Wilmington Rotary, Lions Club, and Board of Director of the Wilmington Chamber of Commerce.

Recipient of the Community Service Award issued by the president and chief executive officer (CEO), Reading Cooperative Bank. This was awarded to the employee who volunteered the most effort while participating in community events for Reading Cooperative Bank. Recognized for providing financial education to over 1,000 local students in the previous year.

Danversbank, Wilmington, MA

Certified Customer Service Representative 3/2009 – 4/2012

Supported development of new branch business, and promoted the bank’s image in the community.

Maintained strong knowledge of all products and services.

Handled proper documentation, follow up, and reporting.

Accountable for file maintenance, safe keeping, and all related customer documentation.

Promoted the bank’s image by participating in community related and civic activities.

Monster Paintball, Woburn, MA

Owner 1/2006 – 2/2009

Owned and operated an indoor paintball complex. Managed the startup process including working with landlord, contractors, and vendors.

Overall responsibilities for human resources including identifying candidates, hiring staff, and maintaining employee records.

Managed the weekly work schedule and entire payroll process for twenty-five employees.

Managed the retail store including purchasing, managing inventory, maintaining vendor relationships, and reviewing current buying trends.

Established customer friendly atmosphere setting the standard for employees.

Managed event planning and contributed to significant growth. Booked and ran over 400 yearly events.

Paine Webber Inc., Boston, MA

Sales Assistant 1/1981 – 1/1993

Assisted several vice presidents. Performed all administrative work to support sales efforts and ensure client satisfaction.

Communicated with clients via phone and in person. Resolved client problems and account maintenance issues.

Certifications and Professional Development

Massachusetts Bankers Association, New England School of Financial Studies, Babson College Wellesley MA

Consumer and Lending Mortgages certification NMLS # 813754

Massachusetts Notary Public

Sandler Sales Training Certificate Program

Medallion Signature Guarantee Supervisory Skills

Advanced Supervisory Skills Certificate Program, Bob Kaiser Training program

Community Involvement

Member, Billerica Alliance, Billerica Rotary Club, and Billerica Lions Club (2018 – Present)

Member and President, Wilmington Rotary Club (2014 – 2018 and 2017 – 2018)

Board of Directors, Wilmington Chamber and Wilmington School Business Partnership (2014 – 2017)

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