Financial Center Operations Manager Resume Samples
A Financial Center Operations Manager‘s job duty includes handling a wide range of tasks such as managing the financial staff members, overseeing daily activities and assisting in the growth and development of sales. A professional Financial Center Operations Manager Resume lists the following primary responsibilities – promote the product and services of the company by making calls and establishing positive professional relationships; identifying and grabbing new potential business opportunities, setting priorities for the staff members; maintaining proper staffing level; ensuring benchmarks are met, and developing new strategies to assisting in setting long and short-term financial goals.
In order to qualify the following skills are required – financial expertise, budgeting skills; the ability to conduct audits, excellent leadership skills; passion to excel and meet the set targets; and staying updated with current trends and developments of the finance industry. One should have a degree in finance, accounts, business administration or management in order to enter this occupation.
Summary : Highly organized and meticulous professional with the ability to exercise discretion and independent judgment. collaborate well with others to achieve shared goals. Driven and excel in areas of sales, service, leadership and talent management in a customer-centric, results- driven environment.
Skills : Currently Studying For The Certified Internal Auditor Certification.
Description :
Assisted financial center general manager in leading a team in sales, service, operations and compliance.
Supervised, recruited, retained, promoted and managed staffing scheduling of 12-15 subordinates.
Ensured banking center's audit and procedural compliance by driving day-to-day operational excellence.
Assisted and executed performance management activities.
Fostered positive team environment with in-store specialists and out of store business partners.
Created workforce stability by cultivating an engaged, spirited and well-coached team by bringing personal integrity to work by upholding the highest standards of ethical and professional conduct.
Embraced new initiatives quickly, leading by example and coaching others to do the same by providing and receiving 360-degree coaching by openly sharing feedback, information, ideas and best practices.
Experience
10+ Years
Level
Senior
Education
Financial Services Management
Sr. Financial Center Operations Manager Resume
Summary : A dynamic and ambitious professional who is results driven and committed to growing a business and its relationships from within the organization.
Provided oversight on all operational activities including transaction accuracy and execution of operational leadership tasks.
Identified risks, prioritize areas of focus, educate associates on avoiding risks and create action plans to correct issues.
Ensured that in the event of a new procedure, product, or operational change, associates are informed and are properly executing the change in compliance with regulations and policy.
Tracked and managed service and operational performance metrics through monitoring of daily activities and reports.
Ensured day-to-day service and sales activities comply with standards for customer and operational excellence and meet regulatory compliance requirements.
Ensured associate and customer safety Ensure a customer experience consistent with our brand.
Experience
10+ Years
Level
Senior
Education
High School Diploma
Jr. Financial Center Operations Manager Resume
Objective : Highly motivated IT professional with experience in IT support and administration with a background in banking operations and customer service management across customer-centric industries. Seeking an Information Technology Systems Administration opportunity where can bring my people skills, technology education, and experience into an environment where can make a difference and create value.
Skills : Business Management, Operations Management.
Description :
Managed a Team of 10 Tellers and 2 Sales Service Associates.
Directed and motivated staff.
Assisted customers with inquires and resolved problems.
Identified opportunities to enhance customer's financial needs, goals and objectives.
Heightened attention to detail, time management and organization.
Developed plans to improve operational controls, mitigate losses and ensure superior client experience.
Executed plans that recognized, rewarded and reinforced outstanding employee performance.
Experience
2-5 Years
Level
Junior
Education
MBA
Financial Center Operations Manager III Resume
Objective : Experience reflects a consistent ability to provide highly specialized customer service and instill confidence as a trusted advisor Multi-disciplined service professional with management experience, analytical competence and a solid grasp of best practices in client relations. Offering diligent problem solving skills, a solutions-driven focus and an advanced understanding of financial functions, formal agreements and budget processes.
Skills : Inventory Management, Loss Prevention, Warehouse Management, Workplace Safety.
Description :
Provided training leadership and customer relations support with a focus on exceeding goals and ensuring operational integrity.
Actively involved with training, developing and evaluating Center staff and facilitating the integration of new products and service offerings into operations.
Coached/Mentored tellers to enhance service skills, increase product knowledge and instill the culture of the organization.
Continually reviewed procedure to ensure compliance and identify potential areas of risk.
Developed action plans to help staff address weak areas.
Motivated tellers to meet plan goals and surpass required standards for service and responsiveness every single month in 2008 despite the volatility in the market from the economic downturn.
Achieved 100% participation in customer feedback production goals and over 90% on mystery shops.
Experience
2-5 Years
Level
Executive
Education
Cyber Security
Financial Center Operations Manager II Resume
Summary : Regarded by staff as an approachable manager who is always available to review direction and develop action plans capable of meeting goals. Credited with recovering potential losses and keeping controllable losses at a minimum.
Skills : Customer Service, Management, Sales, Loss Prevention, Risk Management.
Description :
Managed Financial Center operations.
Provided sales leadership to ensure sales growth through personal example and regular monitoring of team sales results.
Provided oversight on all operational activities including transactional accuracy and execution of operational leadership tasks.
Reviewed progress and counsel staff.
Scheduled bankers and customer service representatives to ensure adequate hourly coverage.
Responsible for keeping branch in compliance with all agency & federal policies and procedures.
Prepared branch for internal audits, monitor branch service quality levels and coach staff to achieve appropriate levels.
Responded to complex customer questions and grievances.
Opened and closed Financial Center.
Experience
7-10 Years
Level
Management
Education
Biblical Studies
Financial Center Operations Manager I Resume
Objective : Financial Center Operations Manager is responsible for the financial operations of the company including stock, asset, and cash management. This includes managing the daily operations of the business, such as: inventory, cash flow, payroll, taxes, and depreciation.
Skills : MS Office, Wireshark.
Description :
Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
Dispersed incoming mail to correct recipients throughout the office.
Made copies, sent faxes and handled all incoming and outgoing correspondence.
Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
Exceeded designated sales goals, through product sales including but not limited mortgage, credit products, individual retirement accounts, and investment referrals.
Trained new employees on company customer service policies and service level standards.
Managed a team, while completing operation tasks to ensure compliance with corporate and federal/state regulations.
Conducted audits to ensure financial center compliance.
Completed sales and service calls, to further client relationships with the financial center.
Experience
2-5 Years
Level
Executive
Education
BA In Applied Leadership
Assistant Financial Center Operations Manager Resume
Summary : To obtain a position which will continue career goals and utilize qualitative/quantitative abilities within a financial institution and allow to excel within the corporation.
Skills : Anti money laundering, Staff Management, Leadership.
Description :
Responsible for daily implementation of manager's directives, executing lobby leadership, observing banking center team in action through the eyes of the customer.
Coached teams on the proper execution of key banking center plays while role modeling the desired behaviors.
Responsible for assisting the manager with resource management, operational excellence, managing partnerships, associate development and proficiency, building and retaining customer relationships.
Maintained the highest level of customer service in all actions and interactions.
Identified and managed risk in every business, product, and service transaction leveraging the Risk Framework.Demonstrate and model Bank of America core values.
Exceeded sales goals and complete audits to pass Regulatory Inspections Create relationships with customer service representatives to gain buy in and .
Facilitated logistics for Center meetings, retreats, and/or events.
Experience
10+ Years
Level
Senior
Education
Associates In Biology
Financial Center Operations Manager/Supervisor Resume
Summary : Financial Center Operations Manager is responsible for managing the operations of the financial center. This includes operations, maintenance, and security. Develop a comprehensive security plan for the financial center.
Skills : Excel, Word Processing, Office Applications, Office Administration.
Description :
Responsible for performance of branch sales and operational compliance Assist with loans, mortgage referrals, HELOC, etc as needed Assist with cash.
Drafted and edited high-level correspondences as directed by leadership
Acted as a central liaison for information related to the department for both ancillary departments and external organizations, as needed
Managed on-boarding logistics and coordination for both faculty and staff hires, as well as serving as the main point of contact for operational activities in CRS. This will also include the off-boarding process as they arise.
Able to perform basic math and follow proper cash/donation handling.
Reported procedures, business/accounting functions including project management and budget reconciliation.
Coordinated staff scheduling for optimum member and service center needs.
Experience
10+ Years
Level
Senior
Education
Accounting
Associate Financial Center Operations Manager Resume
Summary : Motivated and dedicated team player that works well with others. Ability to apply problem-solving skills in order to fulfill customer's needs and use critical thinking skills to uncover opportunities. a fast learner and able to adapt easily to changes. strive to give the best customer service possible as well as providing a personal and professional experience with customers.
Skills : Microsoft Outlook, Office, Excel, Powerpoint, and Word Type 50 WPM.
Description :
Conducted everyday teller transactions including deposits, check cashing, change orders, vault counts, and cash shipments.
Assisted customers with account openings and maintenance.
Worked with partners to help uncover customer needs (mortgages, loans, and business products).
Supervised all associates to ensure all transactions are accurate and in compliance with both bank policies and legal requirements.
Minimized risk and possibility of losses.
Mentored and developd associates.
Provide guidance needed to succeed in their role.
Trained new associates Prepare centers for quarterly audits.
Experience
10+ Years
Level
Senior
Education
Criminal Justice
Financial Center Operations Manager Resume
Summary : Seeking a competitive and challenging environment, which allows to utilize analytical skills, initiative, attention to detail and excellent customer service skills to enhance organizational efficiency.
Skills : Bank Operations Management, Loss Mitigation, Mortgage Resolution, Customer Service, Credit Analysis.
Description :
Managed the financial center operations.
Provided oversight on all operational activities including transaction accuracy and execution of operational leadership tasks.
Ensured that in the event of a new procedure, product or operational change, associates are informed and properly executing the change in compliance with regulations and policy.
Ensured day-to-day service and teller activities comply with standards for customer and operational excellence and meet regulatory compliance requirements.
Assisted associates in handling more complex transactions and resolving issues that require an in- depth understanding of regulatory compliance, policy, and procedural knowledge.
Lead center in achieving operational excellence through cross training associates on daily, weekly, and monthly, compliance responsibilities.
Able to resolve problems independently or escalate as needed to promote customer satisfaction.
Demonstrated ability to influence and collaborate with others.
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