due at 6pm pacific time
name Cell: xxxxxxaddress
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Objective: To obtain an assistant branch manager position in a challenging and growing financial institution, utilizing my proven track record of increasing sales and profitability to contribute to Wells Fargo success.
Experience:
Orange County’s Credit Union, Senior Branch Representative, Santa Ana, CA 11/04-Present
Coach and train Tellers/MSRs on sales on all products/services to meet/exceed branch goals, operations, growth and development, policy/procedures
Create and facilitate profitable internal branch promotions, focusing on key initiatives to contribute to the bottom line
Invested in professional growth of associates, resulting in an increase overall in Payment protection, GAP, MRC, SPHHs, RISD, and Mortgage referrals
Assist staff with complicated transactions, overrides, and handling irate members that require supervisor assistance
Assist Branch Manager in opening and closing the branch, overseeing audits, sales, coaching, performance reviews, corrective actions, and facilitate branch meetings.
Make effective decisions/recommendations, and offer solutions/options for members
File disputes for unauthorized and fraudulent activities (ACH, Checks, Debit cards)
Process and fund all different types of loans at the branch (personal loans, credit cards, debt consolidations, and auto loans)
Open all types of accounts (personal, business, trust, and IRAs)
Generated top referrals for affiliated partners (Investment, Mortgage, Dealership, Insurance)
Ask probing questions and profile account, striving for a minimum of 5 services per household to strengthen retention
One of the credit union’s highest performers in regards to Payment Protection, GAP, and Mechanical Repair Coverage.
Successfully managed a staff of 15 associates
Supervised all aspects of operations.
Experienced in handling and balancing the vault.
Created monthly schedule for branch staff.
Balanced weekly and monthly travelers’ checks
Knowledgeable in ordering and selling cash shipment.
Approved and assisted in underwriting auto loans and personal loans at the credit union level 1 rating.
Performed advance research on accounts by identifying and resolving member account problems
Processed loan applications, compiled necessary documents, and performed data entry of records
Opened all transactions related to new accounts, certificates, and IRAs.
Input member transaction requests for account data changes, cash withdrawals, transfers, check withdrawals, loan payments, travelers’ checks, savings bonds, money orders, stop payments, and wire transfers.
Accurately answered member questions and delivering exceptional member service regarding products/services, account questions, and credit union guidelines by phone or in person.
Education:
California State University, Fullerton, CA
Business Administration Concentration: Finance
Garden Grove High School, Garden Grove, CA
Certifications:
CA Notary License, CPR License, and OCCU University courses and certifications, Regional Occupation Program – Business and Office Skills