Customer Service Assistant Branch

Tonya Bailey

Address: **** ***** ****** **

Phone: 404-***-****

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

Professional Summary

Dedicated and accomplished Assistant Branch Banker Manager with a strong background in banking operations, team leadership, and customer service. Skilled in optimizing branch performance, ensuring regulatory compliance, and driving financial product sales. Passionate about building strong customer relationships and fostering a positive team environment to achieve branch success.

Professional Experience

Bank of America, Decatur, GA

Relationship Manager

October 2024 – Present

Oversee branch operations and ensure adherence to all banking regulations and company policies.

Lead and develop a team of 6 employees, providing coaching, performance evaluations, and professional development.

Drive branch sales by promoting financial products and services, achieving [specific metrics, "125% of quarterly goals"].

Deliver exceptional customer service by resolving complex client issues and fostering long-term relationships.

Manage branch cash flow and ensure the accuracy and security of all transactions.

Collaborate with regional managers to implement strategies that enhance branch efficiency and profitability.

Assistant Branch Banker Manager, APCU, Atlanta, GA

April 2023 – September 2024

Oversaw branch operations and ensured compliance with all relevant regulations and policies.

Provided leadership and support to branch employees to enhance team performance.

Promoted financial products and services to meet customer needs and achieve sales goals.

Assistant Vice President, Cadence Bank

October 2017 – March 2023

Provided customized financial solutions for clients, including loans, credit lines, and investment products.

Consistently exceeded sales targets, contributing to branch revenue growth.

Conducted internal audits to ensure compliance with regulatory and operational standards.

Built strong client relationships by understanding individual financial needs and offering tailored advice.

Branch Banker, BB&T

September 2013 – October 2017

Assisted customers with everyday banking transactions and introduced them to relevant financial products.

Increased product penetration by educating customers about available services.

Participated in branch marketing initiatives to attract new clients and retain existing ones.

Education

Bachelor of Business Administration (BBA)

Morris Brown College, Atlanta, GA

Certifications

Certified Financial Services Professional (CFSP)

Financial Risk Manager

Certified Fraud Specialist (CFS)

Skills

Banking Operations Management

Sales and Revenue Growth

Customer Relationship Management (CRM)

Team Leadership and Coaching

Regulatory Compliance

Financial Product Expertise

Cash Flow and Risk Management

Strategic Planning and Execution

Conflict Resolution

Problem-Solving and Decision-Making

Awards and Recognitions

Top Performing Branch Banker Manager, 2014

Customer Satisfaction Excellence Award, 2019, 2020, 2021

Community Involvement

Volunteer, Feed The Homeless

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