Branch Manager Customer Service

Rosa Y. Forsythe

** ***** ***** ****** ******, MA 01852 Cell: 978-***-**** adr6vf@r.postjobfree.com MNLS ID #75130

Skills

•Multitasking

•Reconciliation

•Solution Management

•Strong attention to detail

•Critical thinking/strategic planning

•Bank Conversion

•Client Relations/Acquisition

•Verbal/Presentational skills

•Effective communication

•Leadership/coaching

•Adaptability/Flexibility

•Business/Risk acumen

•Bilingual in Spanish

•Sales Proficiency

•Team Building

•Retail Banking Product Knowledge

Experience

Citizens Bank; Tewksbury, MA

Branch Manager II-Feb 2005-January 2022

•Build and promote a successful branch identity by utilizing updated

•technology/applications to drive sales and meet/exceed P&L targets

•Manage a high performing team as an exemplary guide while empowering team

•members to make decisions to enhance one-on-one customer experience

•Residential/Commercial/Student Loan qualification; partner with financial advisors

•acquire wealth investment clients

Citizens Bank; Somerville, MA

Branch Manager I, Oct 2001-Feb 2005

•Understanding financials and recognizing key business drivers

•Manage day to day bank/sales operations while driving high levels of customer service experience

•Exceed quarterly sales goals at an average of 30% YOY by consistent cold calling, knowledge of business development, and active community relations

US Trust-Chelsea, MA

Assistant Branch Manager, Oct 1997- Oct 2001

•Bank Conversion-Somerset Savings Bank to US Trust

•Monitor/Supervise operations by providing product knowledge and policies to team members to ensure

increase of household while distributing sales leads to the respective departments in a timely manner

•Control cost effectiveness through labor management, maintaining, minimal bank rebates

BayBank-Somerville, MA

Teller/Assistant Branch Manager, Oct 1989-Oct 1997

•Responsible for servicing customers’ banking needs while supervising over 10 employees on daily banking operations include but limited to opening/closing, cash vault maintenance of $500k

•Internal liaison between employees and brank manager

•Coordinator of bank on-sites resulting in the accrual of 70-350 accounts opened from every site

Awards

Citizens Bank, CREDO Award-

Citizens Bank, Northeast Region, Sales Award-Most Productive 2021

Citizens Bank,Volunteer Award

Citizens Bank, Sales Champion-Most Lending

Citizens Bank, Home Equity Line-Most Revenue Lending

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