Bank Manager Resume Samples

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M Bashirian
Manuela
Bashirian
9208 Beverly Spring
San Francisco
CA
+1 (555) 328 6637
9208 Beverly Spring
San Francisco
CA
Phone
p +1 (555) 328 6637
Experience Experience
Phoenix, AZ
Bank Manager
Phoenix, AZ
Simonis, Wisoky and Schultz
Phoenix, AZ
Bank Manager
  • In-store Bank Manager - Actively participates in "promoting the bank" in aisles. Promotes, sells and answers questions on products and services to customers shopping in the supermarket. Coaches staff in the aisles to promote the supermarket banking philosophy and to help staff assimilate to aisle "selling"
  • Contribute to the effective interface and interaction with other key lines of business partners (e.g., Business Banking Relationship Managers, Mortgage Loan Officers, Investment Specialists, Private Bank Teams, etc.) to optimize marketplace opportunities, leverage sales and referral opportunities, and provide full financial service offering to customers
  • Develop and enhance the Bank’s profile in the community, and build relationships with members of local community based organizations, which may include participating in worthwhile business and community activities in order to seek out and create opportunities to promote the products and services of all Banking groups, on a regular basis both for self and team members
  • Manage relationships with other areas of the Bank providing support services to the branch (e.g., Operations, Consumer Lending Center, Mortgage Operations, etc.) to ensure effective and efficient operation and administration of customer transactions
  • Participate in ongoing professional development, keep up-to-date on financial services/ market trends and new Bank initiatives, and attend Regional meetings, etc, in order to effectively perform in the role
  • Manage the Business (Business Delivery and Operational Effectiveness)
  • Manage the People (Managerial Leadership)
New York, NY
Cash & Bank Manager
New York, NY
Hirthe-Koelpin
New York, NY
Cash & Bank Manager
  • Provide Management information regarding the sub team’s performance and targets
  • Work with the continuous improvement team regarding reconciliation best practices and process improvements, seeking to implement robotics and software changes
  • Assist with producing Cash Management reports
  • Undertake any necessary training associated with the duties of the post and participates in training and development procedures
  • Comply with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
  • Identify and implement continuous improvement initiatives
  • Share responsibilities for Bank Reconciliation Administrators, including: preparing reconciliations, managing cash positions, and resolving reconciliations
present
Dallas, TX
Private Bank Manager Asia Credit Middle Office ED
Dallas, TX
Grant-Bode
present
Dallas, TX
Private Bank Manager Asia Credit Middle Office ED
present
  • Manage a team across Hong Kong, Singapore and India
  • Working closely with technology teams on increased automation
  • Focus on policy, regulatory and exception management
  • Assist with the accommodation of new business initiatives
  • Partner closely with the Lenders and Credit Executives, especially on exception management
  • Move the credit agenda forward closely working with Capital Advisors and Credit Execs
  • Perform credit checks and approve payments, loans and releases of client assets
Education Education
Bachelor’s Degree in Risk
Bachelor’s Degree in Risk
Florida International University
Bachelor’s Degree in Risk
Skills Skills
  • Tech Savviness: Comfortable using, advising on, and engaging team members and customers in digital and other innovative forms of banking
  • Excellent interpersonal skills with a team approach to problem solving
  • Excellent verbal and written communication skills
  • Excellent PC skills, experience working in PeopleSoft
  • Excellent team leadership skills
  • Change Leadership: Demonstrated ability to influence and lead others through change
  • Relationship Building(In-depth)
  • Relationship Building (In-depth)
  • Personal Effectiveness (In-depth)
  • Risk & Compliance Management (In-depth)
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15 Bank Manager resume templates

1

Bank Manager Resume Examples & Samples

  • Collaborate with management to develop and implement a sales and service business plan for the branch which incorporates assigned branch goals and sales and service activities in order to achieve branch objectives
  • Communicate goals, plans and assignments to achieve financial and customer service goals
  • Deliver sales and service initiatives and programs to support the region and Bank’s sales and service objectives, while delivering clarity to customers through simplicity, guidance, and know-how
  • Personally contribute to the Bank’s business objectives through direct market intervention by way of sales calls, establishing a personal referral network and other business development activities
  • Review and monitor sales and service performance against plan to identify gaps, issues and best practices; develop and implement action plans to close the gaps and resolve the issues
  • Collaborate with management to assess both the competition and market opportunities on a regular basis in order to identify strengths, opportunities, weakness, and threats
  • Assess and deploy equipment and processes to optimize allocation of resources within the branch
  • Provide planning, leadership and direction to a team of employees in order to align tasks and assignments with branch goals and objectives
  • Set appropriate context and establish prescribed goals and limits for employees to ensure adherence to established policies and procedures
  • Assess team and individual performance, identify and close skill and knowledge gaps to increase the effectiveness and performance of branch employees
  • Grow capabilities of branch employees by providing coaching and guidance and by developing individual career and/or development plans for all direct reports
  • Communicate the linkages between the accountabilities and authorities of different roles in the branch and establish the context in which they will work collaboratively with one another in order to optimize team integration
  • Establish a two-way working relationship with employees to solicit their views on the working environment, potential changes affecting their work and continuous improvement opportunities
  • Develop and/or review work schedules for all branch staff to ensure appropriate resource levels
  • Identify/address performance issues in a timely manner, with a sense of urgency, to ensure all team members are performing at the highest level
  • Monitor, control reports and conduct audits in accordance with Bank policies and procedures and regulatory, legal and ethical requirements in order to manage operational risk and minimize losses (e.g., identify and report transactions of activity which are suspected to be related to money laundering) escalating issues to senior/executive management as necessary
  • Conduct and review sales and service operations in a safe and secure manner and safeguard all branch assets to ensure the safety and privacy of Bank and customer assets and transactions, escalating issues to senior/executive management as necessary
  • Adhere consistently to the Bank’s brand and corporate identity standards, including proper merchandising according to Bank merchandising guidelines and effective appearance and maintenance of the branch premises, in order to project a professional and consistent image
  • Know and adhere to banking regulations and company directives by reviewing the appropriate reference material and completing the annual compliance training courses as required in order to effectively manage risk, operational and compliance requirements
2

Bank Manager Resume Examples & Samples

  • Preferred: Undergraduate College/University Degree or equivalent 1-2 years banking experience and/or Business/Department Manager with previous sales experience
  • Minimum: Undergraduate College/University Degree or equivalent 1 year of banking experience and/or Business/Department Manager with previous sales experience
  • Business Acumen and Financial Literacy (working)
3

Bank Manager, Burr Ridge Resume Examples & Samples

  • Decisiveness (Expert)
  • Communication (Expert)
  • Personal Effectiveness (Expert)
4

Private Bank Manager Asia Credit Middle Office ED Resume Examples & Samples

  • Manage a team across Hong Kong, Singapore and India
  • Assist with the accommodation of new business initiatives
  • Review and update reporting metrics & KPIs regularly
  • Drive process improvements and efficiencies across Asia and globally
  • Work with global partners on technology and operational enhancements
  • Working closely with technology teams on increased automation
  • Degree holder, at least 10 years relevant experience
  • Work experience in a credit middle office or control function, or other work experience in private banking
  • Demonstrated interest in financial markets and understanding of risk measures
  • Detail orientated with strong written and oral communication skills
  • Ability to prioritize, work under pressure and independently
5

Bilingual Bank Manager Resume Examples & Samples

  • Communicate goals, plans and assignments to achieve financial and customer service goals
  • Deliver sales and service initiatives and programs to support the region and Bank’s sales and service objectives, while delivering clarity to customers through simplicity, guidance, and know-how
  • Preferred: Undergraduate College/University Degree or equivalent + 1-2 years banking experience and/or Business/Department Manager with previous sales experience
  • Minimum: Undergraduate College/University Degree or equivalent + 1 year of banking experience and/or Business/Department Manager with previous sales experience
  • Sales and Service Management (In-depth)
  • Customer Focus (In-depth)
6

Bank Manager Brookfield, Multi Site Resume Examples & Samples

  • Preferred: Undergraduate College/University Degree or + 5 years Branch Management and/or Sales/ Service Leader experience
  • Business Acumen and Financial Literacy (In-depth)
  • Performance Management (Expert)
7

Bilingual Bank Manager Resume Examples & Samples

  • This role requires the incumbent to interact with the District Sales Specialists and Managers, District and Regional Operations Managers and One Harris Partners
  • Preferred: Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
  • Minimum: Undergraduate College/University Degree or equivalent + 2 years of Branch Management and/or Sales/Service Leader experience
  • Business Acumen and Financial Literacy (Working)
  • Decisiveness (In-depth)
  • Performance Management (In-depth)
  • People Development (In-depth)
  • Communication (In-depth)
  • Relationship Building (In-depth)
  • Personal Effectiveness (In-depth)
  • Risk & Compliance Management (In-depth)
8

Bank Manager Geneva Resume Examples & Samples

  • Sales and Service Management (In-depth)
  • People Development (Working)
  • Customer Focus (In-depth)
9

Senior Bank Manager Mayfair Resume Examples & Samples

  • In consultation with the District Manager, develops and implements plans for achieving branch sales, fee income and service goals
  • Selects, trains, develops, schedules, assigns work to, and reviews job performance of retail bank staff. Interviews and hires quality staff that is bright, verbal and assertive, and possesses strong sales abilities
  • Manage expenses and staffing levels within approved guidelines. Makes decisions to enhance bank performance and profitability including building fee income for the bank
  • Upholds the bank’s philosophy and all policies by maintaining appropriate controls to assure full compliance with applicable laws and regulations. Responsible for the understanding, knowledge and management of all required training and compliance issues (i.e. CIP, BSA)
10

Bank Manager Resume Examples & Samples

  • Identify needs and refer customers to business partners within and across lines of business who can best meet those needs
  • In consultation with the District Manager, develops and implements written short- and long-term plans for achieving branch sales, fee income and service goals
  • Manages, directs, and participates in all bank operations to ensure all company services are made available to customers and are processed accurately and efficiently. Ensures the bank is equipped with all required supplies and promotional support to optimally sell bank products. Delegates various operational duties to the staff and assumes overall administrative responsibility for bank operations
  • Manages client relationship development and maintenance and identifies referral opportunities throughout Trust, Business Banking, Private Banking and Retail Departments
  • Supervises and participates in the opening and maintenance of all savings, checking, and deposit services of bank customers
  • Meets individual sales accountability expectations
  • Develops, maintains and cultivates community and new business contacts with important market sources to enhance bank visibility and maximize business development opportunities
  • Prospects and counsels potential consumer and small business customers, takes applications and processes and closes loans and deposits, delivering an excellent customer experience at every point of contact. Assists consumer loan collector in maintaining office delinquency within accepted guidelines
  • Becomes licensed in life and health insurance in order to sell appropriate customers insurance products. Licensing must take place within six months of hire date for manager position
  • Participates in annual budget preparation for the retail bank office. Manages costs and staffing levels within approved guidelines. Makes decisions to enhance bank performance and profitability including building fee income for the bank
  • Upholds the bank’s philosophy and all policies by maintaining appropriate controls to assure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of our organization. Responsible for the understanding, knowledge and management of all required training and compliance issues (i.e. CIP, BSA)
  • Ensures the bank meets all aspects of the audit checklist. Helps Tellers and others to resolve balancing problems and authorize over/short adjustments. May be asked to represent Associated in court proceedings for collection of bad checks taken at the bank, participating with Teller Supervisor
  • Oversees the general maintenance of the facility. Reports equipment and building status; recommends and arranges for building improvements. Maintains a neat and professional atmosphere at all times. Ensures all security procedures are strictly followed. Protects all funds, physical assets and property of the bank within budget in cooperation with Corporate Facilities and Security
  • In-Store Bank Manager - Actively participates in "promoting the bank” in aisles. Promotes, sells and answers questions on products and services to customers shopping in the supermarket
  • In-Store Bank Manager - Coaches staff in the aisles to promote the supermarket banking philosophy and to help staff assimilate to aisle “selling”
  • In-Store Bank Manager - Ensures proper staffing for all hours of operation. Recruits, hires and trains staff that embrace supermarket banking
  • Actively calls on businesses within a 3-mile radius to develop new and existing small business opportunities, to include deposit, loan, insurance and other financial service products
11

Bank Manager Training Program Trainee Resume Examples & Samples

  • Leads to a bank management career in one of our offices located in the greater Chicago metropolitan area
  • Combines classroom training, virtual/on-line resources, practical application and assessments
  • Is designed to provide exposure to many areas of the Harris network of banks, different successful leadership styles, bank operating models including Harris Winning Edge and the operating areas that support the Bank Manager position
  • Has sustained a high level of performance over their career
  • Previous experience/focus delivering employee coaching and development
  • Previous fiscal (P&L) accountability/exposure
  • Demonstrated the ability to effectively manage multiple commitments
  • Proven commitment to continuous learning
  • Demonstrated leadership through involvement in community, professional or business organizations
  • Demonstrated strong communication skills (verbal and written)
  • Demonstrated strong customer service skills
  • Demonstrated ability to change behavior consistent with new learning or feedback
  • Understands the time commitment involved to successfully complete the BMTP
  • Is willing and committed to pursue open positions at any branch within their district
12

Bank Manager Resume Examples & Samples

  • Preferred: Undergraduate College/University Degree or + 5 years Branch Management and/or Sales/Service Leader experience
  • Sales and Service Management(Expert)
  • Business Acumen and Financial Literacy(In-depth)
  • Decisiveness(Expert)
  • Performance Management(Expert)
  • Customer Focus(Expert)
  • Communication(Expert)
  • Relationship Building(Expert)
  • Personal Effectiveness(Expert)
  • Risk & Compliance Management(Expert)
13

Bank Manager Bilingual Spanish Resume Examples & Samples

  • Business Acumen and Financial Literacy (working)
  • Decisiveness (Working)
  • Performance Management (Working)
  • People Development (Working)
  • Communication (Working)
  • Relationship Building (Working)
  • Personal Effectiveness (Working)
  • Risk & Compliance Management (Working)
14

Bank Manager Pewaukee Resume Examples & Samples

  • Preferred:Undergraduate College/University Degree or equivalent +3 years Branch Management and/or Sales/Service Leader experience
  • Minimum:Undergraduate College/University Degree or equivalent +2 years of Branch Management and/or Sales/Service Leader experience
  • Sales and Service Management(In-depth)
  • Performance Management(In-depth)
  • People Development(In-depth)
  • Personal Effectiveness(In-depth)
15

Bank Manager Dane Resume Examples & Samples

  • This role requires the incumbent to interact with the District Sales Specialists and Managers, District and Regional Operations Managers and One Harris Partners
  • People Development (In-depth)
  • Communication (In-depth)
16

Bank Manager Milton Resume Examples & Samples

  • Preferred:Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
  • Communication(In-depth)
  • Relationship Building(In-depth)
17

Bank Manager Resume Examples & Samples

  • Preferred:Undergraduate College/University Degree or equivalent + 1-2 years banking experience and/or Business/Department Manager with previous sales experience
  • Minimum:Undergraduate College/University Degree or equivalent + 1 year of banking experience and/or Business/Department Manager with previous sales experience
  • Business Acumen and Financial Literacy(working)
  • Decisiveness(Working)
  • Performance Management(Working)
  • People Development(Working)
  • Customer Focus(In-depth)
  • Communication(Working)
  • Relationship Building(Working)
  • Personal Effectiveness(Working)
  • Risk & Compliance Management(Working)
18

Bank Manager Resume Examples & Samples

  • This role requires the incumbent to interact with the District Sales Specialists and Managers,District and Regional Operations Managers and One Harris Partners
  • Minimum:Undergraduate College/University Degree or equivalent + 2 years of Branch Management and/or Sales/Service Leader experience
  • Business Acumen and Financial Literacy(Working)
  • Decisiveness(In-depth)
  • Risk & Compliance Management(In-depth)
19

Bilingual Spanish Assistant Bank Manager Resume Examples & Samples

  • Share responsibility for attaining branch sales goals with management team. Responsible for staff sales motivation including branch contests and corporate sales and incentive programs. Provide coaching and work direction to branch personnel. Initiate sales to ensure achievement of targeted production goals including promotion and sales of TCF products at outside sales events. Assist manager with business development in the community
  • Resolve procedural questions referred by branch employees, interpret company policy, determine reasonableness in deviating from policy to provide equitable service to customers while maintaining a focus on branch profitability. Serve as a resource to bank personnel when dealing with difficult situations and transactions
  • Support and promptly implement products and services by participating in telemarketing or direct mail promotional programs. Cross-sell retail products and programs or services such as consumer, commercial, or mortgage loans, etc. in order to promote TCF as a full-service bank and meet targeted department and individual cross-sell and product referral goals
  • Supervise the work of all branch staff. Interview and hire new personnel, provide on-the-job training, work direction and feedback, schedule staff to ensure departments are optimally staffed, initiate disciplinary action as necessary, assess productivity, and prepare and conduct objective performance appraisals as scheduled
  • Communicate policies and procedures to personnel ensuring consistent implementation. Establish, maintain, and review accuracy of all control records. Ensure audit controls are adhered to by personnel to consistently achieve satisfactory audit ratings
  • Ensure that all ID guidelines are met, protecting customer privacy and reducing exposure to losses. Investigate and resolve special account inquires including legal transactions requiring coordination with legal counsel, internal support departments, outside attorneys and customers
  • Assist manager in all areas of the branch as required. Represent TCF in the community both to promote additional business and fulfill CRA requirements. Assume authority and responsibility for necessary management decisions
  • 12+ months related work experience in sales, retail or financial services. Six months in a supervisory position
  • Previous experience in goal driven environment
  • Strong communication and interpersonal skills; strong organizational skills
  • Proven sales record; demonstrated strong interest in sales; ability to market and sell all products and services
  • Demonstrated ability to supervise, train, coach and motivate others to obtain sales goals
  • Demonstrated problem solving and conflict resolution skills
  • Ability to calmly diffuse and manage challenging situations
20

Bank Manager Resume Examples & Samples

  • Manage the Business(Business Delivery and Operational Effectiveness)
  • Manage the People(Managerial Leadership)
  • Manage the Relationships(Client and Relationship Management)
  • Manage the Risk(Risk Management and Control)
21

Ticket Bank Manager Resume Examples & Samples

  • Work with Account Management teams to identify specific ticket bank requirements and rights for each account
  • Provide high touch, concierge service understanding recipients are often very senior executives
  • Track all client ticket bank budgets including real-time year-to-day summaries
  • Provide pricing for shows as venue seating maps as requested by clients
  • Serve as primary point person for ticket requests for each account
  • Aggregate all individual client requests into master tracking document that includes specific phases of request and delivery
  • Adapt internal event listings into weekly client facing reports
  • Manage all ticket bank requests to internal stakeholders including submitting requests and ensuring payment detail
  • Proactively follow up with box offices, Premium Seats representatives and other key stakeholders for outstanding ticket confirmation and delivery
  • Explore, test and deploy technology to improve ticket management and delivery process
  • Establish internal network of contacts, management system and serve as key point of contact for global ticket requests, festivals, Premium Seats, VIP Nation and other channels for Media and Sponsorship clients
  • Develop key best practices from ticket bank management and utilization
  • Monitor competitive trends in the businesses; identify and target emerging new marketing trends
  • Identify popular tours and provide clients with updates on newly announced shows
  • Experience working with venues and venue box offices preferred, as well as senior executives
  • Superior project management skills
  • Extremely detailed oriented
  • Deep knowledge in Microsoft Office applications specifically Excel
  • Strong analytics background
  • Proven ability to work calmly and efficiently under pressure
  • Highly effective at managing many projects at one time
22

Bank Manager Resume Examples & Samples

  • Managerial: The role has managerial authority to hire and deploy staff within the existing complement as required
  • Monitoring & Coordinating: The role would also have the authority to monitor and coordinate staff to achieve business plan objectives
  • Escalating: The role has authority to escalate issues that are not under direct managerial control to the reporting manager(s)
23

Bank Manager Resume Examples & Samples

  • The incumbent must possess Basic level of Credit knowledge and skills and an Basic level of Portfolio Management knowledge and skills in accordance with the standards established within the Credit Qualification Process Policies and Procedures
  • Small Branch Preferred:Undergraduate College/University Degree or equivalent + 1-2 years banking experience and/or Business/Department Manager with previous sales experience
  • Medium Branch Preferred:Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
  • Large/Very Complex Branch Preferred:Undergraduate College/University Degree or + 5 years Branch Management and/or Sales/ Service Leader experience
24

Bank Manager Resume Examples & Samples

  • Manage the Relationships (Clientand Relationship Management)
  • Collaboratewith management to develop and implement a sales and service businessplan for the branch which incorporates assigned branch goalsand sales and service activities in order to achieve branchobjectives
  • Communicate goals,plans and assignments to achieve financial and customer servicegoals
  • Deliver sales and service initiatives and programs to support the region and Bank’s salesand service objectives, while delivering clarityto customers throughsimplicity, guidance,and know-how
  • Personallycontribute to theBank’s business objectives through direct marketintervention by way of salescalls, establishing a personal referralnetwork and other business development activities
  • Review and monitorsales and serviceperformance against plan to identifygaps, issues and best practices; develop and implement actionplans to closethe gaps and resolve the issues
  • Collaboratewith management to assess both the competition and market opportunities on a regularbasis in order to identifystrengths, opportunities, weakness, and threats
  • Assess and deploy equipment and processes to optimize allocation of resources withinthe branch
  • Provide planning, leadership and direction to a team of employeesin order to align tasks and assignments with branch goals and objectives
  • Set appropriate contextand establish prescribed goals and limitsfor employees to ensure adherenceto established policies and procedures
  • Assess team and individual performance, identify and close skill and knowledge gaps to increasethe effectiveness and performance of branch employees
  • Grow capabilities of branch employees by providing coachingand guidance and by developing individual career and/or development plans for all direct reports
  • Communicatethe linkages betweenthe accountabilities and authorities of differentroles in the branch and establish the context in which they will work collaboratively with one anotherin order to optimize team integration
  • Establisha two-way workingrelationship with employees to solicit their views on the workingenvironment, potential changes affectingtheir work and continuous improvement opportunities
  • Develop and/orreview work schedules for all branchstaff to ensure appropriate resource levels
  • Identify/address performance issues in a timelymanner, with a senseof urgency, to ensureall team membersare performing at the highestlevel
  • Monitor, control reports and conduct auditsin accordance with Bank policiesand procedures and regulatory, legal and ethicalrequirements in order to manageoperational risk and minimize losses (e.g., identifyand report transactions of activity whichare suspected to be relatedto money laundering) escalating issues to senior/executive management as necessary
  • Conduct and reviewsales and serviceoperations in a safe and secure mannerand safeguard all branch assetsto ensure the safety and privacy of Bank and customer assetsand transactions, escalating issues to senior/executive management as necessary
  • Adhere consistently to the Bank’s brand and corporate identitystandards, including propermerchandising according to Bank merchandising guidelines and effectiveappearance and maintenance of the branchpremises, in orderto project a professional and consistent image
  • Know and adhereto banking regulations and company directives by reviewing the appropriate referencematerial andcompleting the annualcompliance training coursesas required in order to effectively manage risk, operational and compliance requirements
25

Bilingual Bank Manager Resume Examples & Samples

  • Manage the Business(Business Delivery and Operational Effectiveness)
  • Manage the People(Managerial Leadership)
  • Manage the Relationships(Client and Relationship Management)
  • Manage the Risk(Risk Management and Control)
  • Small Branch: Undergraduate College/University Degree or equivalent + 1-2 years banking experience and/or Business/Department Manager with previous sales experience
  • Medium Branch Preferred:Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience Minimum:Undergraduate College/University Degree or equivalent + 2 years of Branch Management and/or Sales/Service Leader experience
  • Large/Very Complex Branch Preferred:Undergraduate College/University Degree or + 5 years Branch Management and/or Sales/ Service Leader experience Minimum:Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
26

Assistant Community Bank Manager Resume Examples & Samples

  • Responsible for management of branch staff; including supervising and scheduling of daily activities, ensuring the use of performance management process, hiring and promotional recommendations
  • Educates, coaches and motivates staff to recognize and fulfill branch sales and service expectations
  • Meets assigned personal, sales and service goals
  • Develops and maintains banking relationships with potential clients, existing customers and community organizations
  • Performs a broad variety of customer services and sales, such as opening new checking, saving and certificate accounts
  • Counsels customers and provides effective promotion, sale and servicing of the Bank's products and services
  • Researches and resolves customer issues and problems
  • May oversees and provides guidance for completion of consumer loan applications and submission to central underwriting for approval
  • Oversees and approves expenditures in compliance with the approved branch operating budgets
  • Performs security routines, including opening and closing branch office and vault
  • Ensures branch building, grounds and equipment are well maintained
  • Ensures compliance with banking policies and procedures and keeps current with regulatory and industry trends and developments
  • Cultivates a positive team culture which promotes and supports relationship banking
  • Builds an environment with clear goals, constant communication,feedback and recognition are standard
  • Develop and maintain an engaged and accountable workforce
  • Develop and maintain a fair and equitable working environment
  • 0-2 year's relevant banking experience and/or retail management experience preferred
27

Bilingual Bank Manager Resume Examples & Samples

  • Collaborate with management to develop and implement a sales and service business plan for the branch which incorporates assigned branch goals and sales and service activities in order to achieve branch objectives
  • Personally contribute to the Bank’s business objectives through direct market intervention by way of sales calls, establishing a personal referral network and other business development activities
  • Review and monitor sales and service performance against plan to identify gaps, issues and best practices; develop and implement action plans to close the gaps and resolve the issues
  • Collaborate with management to assess both the competition and market opportunities on a regular basis in order to identify strengths, opportunities, weakness, and threats
  • Assess and deploy equipment and processes to optimize allocation of resources within the branch
  • Provide planning, leadership and direction to a team of employees in order to align tasks and assignments with branch goals and objectives
  • Set appropriate context and establish prescribed goals and limits for employees to ensure adherence to established policies and procedures
  • Assess team and individual performance, identify and close skill and knowledge gaps to increase the effectiveness and performance of branch employees
  • Grow capabilities of branch employees by providing coaching and guidance and by developing individual career and/or development plans for all direct reports
  • Communicate the linkages between the accountabilities and authorities of different roles in the branch and establish the context in which they will work collaboratively with one another in order to optimize team integration
  • Establish a two-way working relationship with employees to solicit their views on the working environment, potential changes affecting their work and continuous improvement opportunities
  • Develop and/or review work schedules for all branch staff to ensure appropriate resource levels
  • Identify/address performance issues in a timely manner, with a sense of urgency, to ensure all team members are performing at the highest level
  • Monitor, control reports and conduct audits in accordance with Bank policies and procedures and regulatory, legal and ethical requirements in order to manage operational risk and minimize losses (e.g., identify and report transactions of activity which are suspected to be related to money laundering) escalating issues to senior/executive management as necessary
  • Conduct and review sales and service operations in a safe and secure manner and safeguard all branch assets to ensure the safety and privacy of Bank and customer assets and transactions, escalating issues to senior/executive management as necessary
  • Adhere consistently to the Bank’s brand and corporate identity standards, including proper merchandising according to Bank merchandising guidelines and effective appearance and maintenance of the branch premises, in order to project a professional and consistent image
  • Know and adhere to banking regulations and company directives by reviewing the appropriate reference material and completing the annual compliance training courses as required in order to effectively manage risk, operational and compliance requirements
28

Bank Manager Resume Examples & Samples

  • This role requires Credit Qualification
  • The incumbent must possess Basic level of Credit knowledge and skills and a Basic level of Portfolio Management knowledge and skills in accordance with the standards established within the Credit Qualification Process Policies & Procedures
  • Preferred: Associate’s or Bachelors’ degree or equivalent + 2-5 of years of financial industry experience and previous leadership and/or management experience along with previous sales experience
  • Minimum: High School diploma or equivalent + 1 year of financial industry experience and previous leadership and/or management experience along / with previous sales experience
29

Assistant Bank Manager St Paul Liberty Resume Examples & Samples

  • Directly supervise the bankers in the branch including having input for all hiring and performance management decisions. Work collaboratively with the Teller Supervisor to effectively schedule and manage the teller team. Consistently observe, coach and develop bankers. Serve as back-up to the Market Manager when they are out of the branch
  • Collaborates with the Teller Supervisor on procedures relating to office security including Monthly Audit Checklist requirements, security equipment testing, office security training and appropriate cash audits. Makes appropriate decisions regarding office security that will protect the organization, customers and colleagues against loss or fraud
  • Provides technical guidance and training to staff on operating procedures, monitors regulatory and compliance changes, and takes appropriate actions; ensures compliance with outside regulations and corporate Standard Operating Procedures
  • In consultation with management, establishes growth, sales and profit objectives for the branch; provides input to activities to achieve these objectives
30

Cross Asset Projects Change the Bank Manager Resume Examples & Samples

  • Provide Project management and Business Analysis leadership including
  • Train analysts to elicit, document and communicate business requirements
  • Work with IT and Operations to prioritize requirements
  • Stakeholder Management
  • Design and documentation of new business processes
  • Demonstrate Project Management skills through the following
  • Work with the IT Project lead to ensure delivery throughout the lifecycle of the project
  • Track and communicate project status to wider team and management
  • Collaborate with the Project team on test plan development, design test strategy and manage the UAT process
  • Develop an effective network of stakeholders to facilitate easy integration of changes quickly with new areas of the Firm
  • Good understanding of regulations governing Listed Derivatives and OTC Derivative products
  • Ability to interact and influence effectively at all levels of the organization
  • Understanding of the trade lifecycle and the various downstream user requirements of reference, trade and financial data
  • Demonstrable experience of project management and change management principles
  • Strong understanding of OTC and ETD product flows
  • Self-motivated with a strong sense of ownership and accountability for tasks
  • Detail oriented and ability to adhere to strict timelines
  • Proficient in MS-Excel and MS-Visio
31

Bank Manager Resume Examples & Samples

  • Minimum: - 8 years of experience in payroll tax administration
  • Previous Management experience
  • Excellent team leadership skills
  • Excellent PC skills, experience working in PeopleSoft
  • Excellent interpersonal skills with a team approach to problem solving
  • Commitment to maintaining the highest level of confidentiality when dealing with payroll information
  • CPP/FPC certification preferred
32

Depository Bank Manager Resume Examples & Samples

  • Monitoring, reporting, defining and documenting critical internal control processes and issues requiring escalation
  • Identifying areas of risk from control and department reporting reviews conducted by the Depositary Bank team
  • Formulating corrective actions for complex issues to resolve identified exceptions
  • Ensuring implementation of corrective action
  • Coordinating the requirements which arise with respect to the European Depository Bank Committee, client and third parties due diligence and new business opportunities
  • Evaluating regulatory developments, assessing potential impacts on the Firms operations and working with relevant departments to ensure effective implementation of controls and workflows
  • Developing internal relationships with key people in other departments to accomplish goals and resolve issues
  • Actively managing direct reports and other staff by establishing timely and challenging performance standards
  • Providing ongoing feedback and coaching to staff to improve individual and team performance and conduct annual performance appraisals
  • Coordinating specific reviews for regulators and external auditors
  • Interacting with senior management / department heads regarding questions from regulators and external auditors
  • A deep understanding of the depository bank function
  • Expertise in alternative funds
  • Minimum of 7 years’ experience in the funds industry
  • Previous people management experience
  • Valid authorisation to work in Luxembourg
33

Cash & Bank Manager Resume Examples & Samples

  • Independently manage the team and ensure that the reconciliation reporting of cash positions is carried out in accordance with performance and quality standards set out for the Record to Report function
  • Develop their team members, providing guidance to ensure that any issues are resolved or escalated to the Head of Record to Report as appropriate
  • Review the service delivered by the team as well as closing and reporting work performed by team. The role provides a subject matter advisory service to the Business Units, Group Treasury function and other Shared Service Centre teams
  • Identify and implement continuous improvement initiatives
  • Share responsibilities for Bank Reconciliation Administrators, including: preparing reconciliations, managing cash positions, and resolving reconciliations
  • Ensure all reconciliations are reconciled from the in house system to bank statement and then general ledger
  • Review reconciliation reports and discrepancy explanations
  • Oversee the processing of electronic fund transfers (EFTs)
  • Oversee the reconciliation of payment card settlement
  • Assist with producing Cash Management reports
  • Work with the continuous improvement team regarding reconciliation best practices and process improvements, seeking to implement robotics and software changes
  • Provide Management information regarding the sub team’s performance and targets
  • Lead a team of 6-8 Bank Reconciliation Administrators in an operational, high volume environment. Responsibilities include; Co-ordinate staff and work-related issues, particularly with regard to planning and organising work schedules development, performance review and appraisal
  • Provide support and guidance to staff as needed in order to facilitate the performance of their duties. As required provide training, on the job and formal, for these staff to ensure any changes in procedures are conformed to or advances in technology are utilised
  • Recruitment of Bank Reconciliation Administrators positions
  • Break down processes into their constituent parts, identify problems and suggest solutions
  • Comply with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
  • Carry out any other reasonable duties commensurate with their capability
  • Undertake any necessary training associated with the duties of the post and participates in training and development procedures
  • Proficient in MS Office applications (particularly MS Excel)
  • In depth knowledge of ERP software (Oracle / SAP in particular)
  • Knowledge of Kier equivalent systems, processes, workflow technology useful but not essential