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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
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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