Services Associate Branch Manager

PROFILE

Well-qualified and result-oriented professional with 7 years of successful experience in positions of increasing responsibility and duties. Top performer with track record of consistently meeting/exceeding targets/goals and customer expectations. Skilled at educating customers on banking products and recommending best options that meet their short- term and long-term needs. Team player with good communication skills: verbal written, interpersonal, presentations and rapport building.

SKILLS

Management and Leadership skills

Customer Service Relations

Problem Solving Skills

Marketing Financial services

Multitasking Skills

Regulatory Compliance

New Business Development Strategies

Interpersonal Communication skills

Microsoft Office and Programming Skills

PROFFESSIONAL EXPERIENCE

PNC Bank, Elkridge MD October 2019 to Present

Position: Assistant Vice President, Branch Manager.

Responsible for leading all aspects of branch performance hence driving revenue to 150% and customer loyalty through consultative interactions with clients and providing solutions that help achieve financial wellbeing at one of the best financial institution with excellent customer service.

Creating a differentiated customer experience hence maintaining perfect surveys with a rating of 10 as highest, making banking easy in an Omni channel environment. Collaborates with a broad range of eco-system partners.

Utilizing a branded sales process to achieve sales targets and customer loyalty. Grew branch revenue from a 1 to a 5 Star with 5 Star being the highest through the acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners.

Accountable for risk management and compliance. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.

Driving business banking results primarily through business development and community involvement activities. Coaching a team of 5 members to consultative selling to drive results and enable customer financial well-being with a foundational understanding of balance sheets and income statements.

Drives the employee experience. Responsible for acquiring and retaining talent through effective onboarding, coaching and development of a total of 7 new hires to the company. Makes talent development a priority for all branch team members.

Ensuring a team of 5 employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.

PNC Bank, Ellicott City MD May 2018 to October 2019

Position: Branch Sales and Services Associate

Responsible for implementing initial client consultation and determining solutions to help clients reach their financial goals at one of the best financial institutions with excellent customer service.

Maintained excellent relationship with all clients to facilitate ongoing business engagement and bottom-line revenue growth which raised to 120%.

Outline problem areas for policy compliance ensuring accuracy and productivity.

Responsible for taking incoming calls and welcoming clients as they enter the bank.

FINCA Bank Uganda Limited, Kampala Uganda September 2014 to March 2017

Position: Account Relationship Supervisor

Managed loans of the branch and always ensured the target portfolio was achieved monthly and worked with regulatory compliance, internal policies and procedures with one of the best performing financial services firm with operations in more than 30 districts and more than 20 countries

Supervised the loans department, trained new loan officers, managed the monthly sales and ensured that the target was achieved while leading a team of 7 loan officers.

Selected Accomplishments:

Played an instrumental role and always met the branch portfolio target each month.

Helped branch rank among top 3 banks in the district during internal checks with quality loans each year.

FINCA Bank Uganda Limited, Kampala Uganda May 2012 to September 2014

Position: Account Relationship Officer

Generated new business through presentation of bank products to customers and follow-up at one of the banks with the biggest loan portfolio.

Provided loan counseling to clients and created investment portfolios.

Prepared month end reports for managers and helped identify and resolved problems that occurred.

Trained new employees and played a key role in several banking conversions and operational help.

Selected Accomplishments:

Ranked among top 10 bankers at FINCA bank; sold 3 to 4 products on average in each client meeting.

Won seven branch contests consistently as a top salesperson or referrer to business partners.

Promoted by management to supervisory position.

EDUCATION AND CREDENTIALS

University of Maryland August 2020 to Expected May 2022

Master of Science in Applied Economics

Makerere University, Kampala Uganda September 2009 to May 2012

Bachelor’s Degree in Quantitative Economics

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