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John Doe

Summary

  • Results-driven Branch Manager with 9+ years of experience in retail banking and financial services leadership. Proven track record of exceeding revenue targets, enhancing operational efficiency, and developing high-performing teams. Expertise in business development, customer relationship management, and regulatory compliance with a focus on delivering exceptional client experiences. Skilled in implementing strategic initiatives that drive growth, improve profitability, and increase market share in competitive environments.

Experience

  • Branch Manager

    SunTrust Bank (now Truist)

    June 2019 - Present, Atlanta, GA

    • Lead high-performing branch with $350M in deposits and $75M in loans, consistently exceeding quarterly targets for new accounts, loan originations, and investment referrals by an average of 18%

    • Manage team of 12 financial professionals through coaching, performance management, and targeted development plans that have improved employee engagement scores by 27% and reduced turnover by 40%

    • Spearhead community outreach initiatives including financial literacy workshops and small business seminars that generated 85+ qualified referrals and $12M in new business annually

  • Assistant Branch Manager

    Wells Fargo

    April 2016 - May 2019, Atlanta, GA

    • Supported branch operations for location with $275M in deposits, collaborating with Branch Manager to implement sales strategies that increased new account openings by 22% and cross-selling by 31%

    • Supervised daily operations including teller line management, vault control, and operational compliance, reducing transaction errors by 65% and improving customer satisfaction scores to top 10% regionally

    • Developed and delivered training programs for 15+ personal bankers and tellers on product knowledge, sales techniques, and regulatory requirements, resulting in 45% increase in referral conversion rates

  • Personal Banker

    Bank of America

    September 2013 - March 2016, Atlanta, GA

    • Managed portfolio of 250+ retail and small business clients, providing comprehensive financial solutions including deposit accounts, loans, credit cards, and investment products

    • Consistently ranked in top 5% of personal bankers nationwide for customer satisfaction and sales performance, exceeding quarterly goals by an average of 25%

    • Developed expertise in small business banking services, becoming branch resource for business account acquisition and generating $5.2M in new business deposits annually

Education

  • Master of Business Administration

    Minor in Finance • Georgia State University • Atlanta, GA • September 2015 - May 2017 • 3.7 GPA

    • Relevant Coursework: Financial Management, Leadership & Organizational Behavior, Strategic Management, Marketing Management, Business Analytics

    • Honors: Beta Gamma Sigma Honor Society; Dean's List (all semesters); Outstanding MBA Student Award

    • Capstone Project: Developed comprehensive branch transformation strategy for regional bank that was implemented as pilot program at three locations

  • Bachelor of Business Administration

    Minor in Economics • University of Georgia • Athens, GA • September 2009 - May 2013 • 3.5 GPA

    • Relevant Coursework: Financial Institutions Management, Banking Operations, Consumer Behavior, Business Communication, Principles of Management

    • Honors: Dean's List (6 semesters); Terry College of Business Scholarship Recipient

    • Activities: Finance Club (Vice President); Student Government Association; Volunteer Income Tax Assistance Program

Key Initiatives

  • Digital Banking Adoption Campaign

    SunTrust Bank • March 2020 - August 2020

    • Designed and implemented comprehensive strategy to increase digital banking adoption among branch customers, including targeted outreach, in-branch demonstrations, and personalized onboarding assistance

    • Achieved 65% increase in mobile banking enrollment and 48% increase in online bill pay usage, reducing branch transaction volume by 32% and improving operational efficiency

    • Created digital banking ambassador program that trained select team members as specialists, resulting in sustained adoption rates and improved customer satisfaction with digital services

  • Small Business Banking Initiative

    SunTrust Bank • January 2021 - June 2021

    • Led development of targeted small business acquisition strategy for branch market area, including partnership with local Chamber of Commerce and industry-specific outreach programs

    • Established small business banking center within branch, creating dedicated space and specialized team for business clients that improved service delivery and relationship development

    • Generated $18M in new business deposits and $7.5M in commercial loans within six months, exceeding targets by 35% and establishing branch as top small business performer in region

  • Branch Efficiency Optimization

    Wells Fargo • February 2018 - July 2018

    • Analyzed branch operations to identify inefficiencies and bottlenecks, implementing revised staffing model and process improvements that reduced customer wait times by 47%

    • Redesigned teller cash management procedures that improved cash handling efficiency, reduced vault buys/sells by 60%, and minimized cash exposure while maintaining service levels

    • Implemented appointment scheduling system and universal banker model that improved staff utilization by 28% and increased customer satisfaction scores from 4.2 to 4.8 out of 5

Certifications

  • Certified Financial Services Manager

    Institute of Certified Bankers • 2025

    • Comprehensive certification in financial services management principles and practices

    • Expertise in branch operations, sales leadership, risk management, and regulatory compliance

    • Commitment to ethical standards and continuing professional education in banking management

  • Series 6 & 63 Securities Licenses

    Financial Industry Regulatory Authority (FINRA) • 2024

    • Licensed to sell mutual funds, variable annuities, and insurance premium funding programs

    • Knowledge of securities industry regulations and ethical practices

    • Understanding of investment products, suitability requirements, and client needs assessment

  • Certified Leadership Development Coach

    Center for Leadership Excellence • 2023

    • Advanced training in coaching techniques for developing high-performing teams

    • Skills in performance management, feedback delivery, and employee development

    • Expertise in identifying leadership potential and creating targeted development plans

Professional Involvement

  • Board Member

    Georgia Bankers Association - Retail Banking Committee • January 2020 - Present

    • Contribute to development of best practices and policy recommendations for retail banking operations across 150+ member institutions

    • Participate in quarterly forums addressing emerging challenges in branch banking, digital transformation, and regulatory compliance

    • Collaborate with industry leaders to develop educational resources and professional development opportunities for banking professionals

  • Mentor

    SunTrust Bank • Banking Leadership Development Program • September 2019 - Present

    • Provide guidance and career development support to 3-5 early-career banking professionals annually, helping them navigate career paths in financial services

    • Conduct monthly coaching sessions focused on leadership skills, industry knowledge, and professional growth strategies

    • Develop practical learning experiences including job shadowing, project assignments, and networking opportunities that accelerate mentee development

  • Financial Literacy Volunteer

    Operation HOPE • June 2017 - Present

    • Teach financial literacy workshops in underserved communities, covering topics such as budgeting, credit management, and homeownership preparation

    • Provide one-on-one financial coaching to program participants, helping them establish financial goals and develop action plans

    • Participate in community outreach events promoting economic empowerment and financial inclusion

Details

john.doe@gmail.com+1 404 555 7890
Atlanta, Georgia, USA
in/johndoe-branchmanager/

Skills

  • Branch Operations Management

  • Team Leadership & Development

  • Sales Strategy & Execution

  • Customer Relationship Management

  • Performance Management

  • Regulatory Compliance

  • Financial Analysis

  • Budget Management

  • Business Development

  • Risk Management

  • Process Improvement

  • Client Needs Assessment

  • Conflict Resolution

  • Strategic Planning

  • Banking Software Systems

  • Microsoft Office Suite

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