Branch Account Manager Resume Samples

A Branch Account Manager oversees the client account operations of an assigned branch; A well-crafted Branch Account Manager Resume lists roles and responsibilities like developing existing clients, transmitting client requirement to the internal teams, creating business plans, liaising with stakeholders, discovering potential customers and meeting branch goals and metrics.

The Branch Account Manager should exhibit skills and qualities that are associated with this job role such as time management, multitasking, analytical thinking, and strong networking abilities. They should also be able to meet the sales target and have good knowledge of industry rules and regulations. They should be result oriented and have related computer competencies. Branch Account Managers come from varying educational backgrounds, but some of the best resumes that embrace a degree to the least fall in limelight.

Branch Account Manager Resume

Summary : Branch Account Manager with 17 years of experience in the Finance domain is seeking to become a general manager in a dynamic work environment focused on promoting business growth by providing superior value and service. To continue to work well with other teammates with the ability to delegate and manage decisions.

Skills : Microsoft Access, Excel, Microsoft Word, Microsoft XP, Networking Systems, Unix Operating Systems, Visual Basics, C++, VA Life License And Limited P&C License

Description :

  • Sold loans and insurance products, made recommendations of creditworthiness, closed the sale, recommended solutions to difficult delinquent accounts.
  • Worked with multiple loans, processing, and underwriting with commercial lending experience.
  • Actively oversaw the preparation and review of financial statements and related forms and inquiries related to required filings under state licensing requirements.
  • Working knowledge of financial statements including preparing a statement of cash flows. The ability to calculate figures, interest, and percentages, to have strong initiative while effectively adapting to change.
  • Took a leading role in recommending process improvements including automation of financial reporting processes.
  • Assisted in managing the integration of incremental reporting requirements due to the recent acquisition of Onemain including the process to manage functions currently outsourced under the TSA.
  • Cultivated new and repeated loan business from internal/external assigned sources and initiates the sale.
  • Solicited potential new key accounts, sustain a record of high sales achievement and participates in activities to promote the company's products and services. 
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Associates


Branch Account Manager III Resume

Summary : Branch Account Manager III with 20 plus years of experience in the Finance domain is seeking to obtain a challenging job with an opportunity for advancement in a growing company. I'm a highly motivated and reliable worker looking to show my exceptional leadership and sales skills. I have fourteen years of sales and customer service experience, six years of management experience and have received multiple awards for my achievements.

Skills : Service Orientation, English Language, Management Of Personnel Resources, Time Management, Judgment And Decision Making, Active Learning, Customer And Personal Service, Sales Administration And Management, Active Listening, Coordination, Speaking, Critical Thinking

Description :

  • Meeting with applicants to obtain information for loan applications and to answer questions about the process.
  • Obtaining and compiling copies of loan applicants credit histories and other financial information.
  • Explaining to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Reviewing the loan agreements to ensure that they are complete and accurate according to policy.
  • Handling the customer complaints and take appropriate action to resolve them.
  • Setting the credit policies, credit lines, procedures and standards in conjunction with senior managers.
  • Staying abreast of new types of loans and other financial services and products to better meet customers needs.
  • Negotiating the payment arrangements with customers who have delinquent loans.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BS


Branch Account Manager Resume

Objective : Branch Account Manager with 2 years of experience is looking for an opportunity to use my business development & relationship management skills to provide solutions to clients resulting in revenue for the company.

Skills : Microsoft Word, Excel, Outlook, PowerPoint, Internet Explorer, Proprietary Databases

Description :

  • Hunted for new business by cold calling in person, by phone, and networking.
  • Increased my new business by 10% each month by selling pest control solutions to a variety of industries.
  • Managed new business opportunities using salesforce. Com with a pipeline of over $250,000 in new business.
  • Implemented a pest control solution worth $42,000 to a large regional restaurant chain and managed the relationship with executive management.
  • Managed existing account relationships while up-selling additional pest control solutions.
  • Worked with route technicians and internal staff to deliver the solutions sold to the client.
  • Managed the branch operations and ensure compliance with all business policies/procedures.
  • Ensured all documents are completed per internal policies and processes.
  • Trained and supervised new hires through their entire on-boarding experience.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Branch Account Manager Resume

Summary : Branch Account Manager with over 20 years of local experience in the mortgage industry, combining high-level customer service with extensive knowledge of the lending processes. My experience in working with customers and overseeing teams has given me an adaptable background that is well-suited for any customer-driven organization.

Skills : Staff Management, Accounting, Client Communication, Client Services, Mortgage Origination, Project Management, Sales, Employee Training, Auditing

Description :

  • Responsible for the sales and service of client mortgages for over 1,200 customers annually.
  • Recognized as the mortgage originator of the year four years in a row by producing the most amount of Illinois mortgages.
  • Managed the reconciliation of deposits and communicate with banking representatives.
  • Identified the customer credit needs to provide appropriate financial solutions.
  • Assisted customers in making financial decisions to help them achieve their financial goals.
  • Provided referral or walk-in customers with the proper loan products to fit their needs.
  • Educated the customers on the terms and conditions of the loan to ensure a clear understanding.
  • Worked as an individual contributor and as part of the team to achieve business/organizational objectives.
  • Demonstrated leadership abilities, motivation, competitive drive and outgoing personality.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Associates


Branch Account Manager IV Resume

Summary : Highly organized and hands-on Branch Account Manager IV with 23 years of experience with a history of attaining company goals and initiating operational enhancements. Sound analytical and problem-solving abilities. Proven ability to coordinate workflow and meet strict deadlines in a high volume environment. Strong coaching, training and communication abilities.

Skills : Microsoft Office Word Excel, Credit Analysis, Loan Initiating, Servicing, Underwriting, Processing and Closing, Collections, Customer Service, Customer Service, Customer Relations, Communication, Business Management, Telephone, Telecommunications, Data Entry, Database Management, Billing, Organizational Development

Description :

  • Responsibilities included but not limited to managing operations and loan portfolios, developing new business models in order to recruit and retain customers.
  • Analyzed loan applications and credit reports, investigated and verified customer information.
  • Presented the loan, provided an overview of company's insurance products and close the sale.
  • Responsible for the reconciliation of Onemain financials daily cash control.
  • Maintained compliance with regard to company loan guidelines and regulatory requirements.
  • Responded to customer inquiries by providing excellent customer service before, during and after the sale of the loan.
  • Presented alternative financial solutions in order to resolve account delinquencies to minimize company losses.
  • Consistently handled security and client issues with diplomacy and efficiency.
  • Provide exceptional service to ensure customer satisfaction and a continued relationship with Onemain financial.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
College

Branch Account Manager Resume

Summary : An organized, detail-oriented, and conscientious Branch Account Manager with 12 years of experience, able to strategize and prioritize effectively to accomplish multiple tasks and stay calm under pressure. Strong background in marketing, business development, and project management.

Skills : Billing And Collection Procedures Expert, Energetic And Driven, Enthusiastic, Professional Demeanor, Client Development, Sales And Contact Reports, Advanced MS Office Suite, Account Development, Report Analysis, Effective Problem Solver, Detail-oriented, Data Analysis, Excellent Work Ethic. Accurate And Detail, Advanced Clerical Knowledge, Strong Interpersonal, Effective Workflow Management

Description :

  • Managed a portfolio of over 250 accounts with 22 million in yearly revenue (financial institutions, major retailers independent service originations).
  • Built relationships with customers and the community to promote long-term business growth.
  • Wrote sales contracts for orders obtained and submitted orders for processing.
  • Contacted new and existing customers to discuss how their needs could be met through specific products and services.
  • Developed highly empathetic client relationships and earned a reputation for exceeding service standard goals.
  • Resulted in the development of new accounts and the retention of current clients.
  • Conducted business analyses of clients communication requirements and developed benchmark proposals and value propositions.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
College

Branch Account Manager Resume

Headline : Driven Branch Account Manager with 6 plus years of experience and with a demonstrated track record of maximizing customer service opportunities and consistently exceeding performance goals.

Skills : Powerpoint, Typing, Operations Management, Clerical, Administrative, Finance, Sales, Customer Service, Strategic Planning, Report Preparation, Training & Development, Negotiation, Closing the Sale, Loan Processing

Description :

  • Managed office through maintaining cleanliness, supply ordering, vendor management and maintenance requisitions.
  • Assisted Branch Manager and sales positions through phone handling, research, expense report generation and submission, errands, and deliveries.
  • Provided customer service in person and through phone, fax, mail and email communication.
  • Analyzed the applicants financial status, credit, and property evaluations to determine the feasibility of granting loans.
  • Calculated the amount of debt and funds available in order to plan methods of payoff and to estimate time for debt liquidation.
  • Checked loan agreements to ensure that they are complete and accurate, according to policies.
  • Contacted applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Managed branch portfolio, established production goals, optimized the profitability, and control operating expenses.
  • Interviewed and recruited potential candidates.
  • Developed new business, retained customers, and managed the loan portfolio.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management

Branch/Account Manager Resume

Summary : Branch/Account Manager with extensive experience of 11 years identifying opportunities, developing strategic plans, driving growth while maintaining long-term relationships with clients. An established track record that demonstrates self-motivation, creativity in problem-solving, and an initiative to achieve corporate goals.

Skills : Proactive Selling, Strategic Planning, Recruitment And Talent Development, Budgeting And Finance, Vendor Sourcing And Negotiations, Results-oriented, Customer Relations, Leadership, Talented Multi-tasker, Self-motivated, Process Improvement

Description :

  • Achieved 4% sales growth and opened the largest Nashville Dennis account.
  • Pursued new business opportunities with expertise in networking, cold-calling, internet research and competitive solutions resulting in market growth.
  • Determined new store site, worked with contractors, planned product move.
  • Designed warehouse and store layout, and managed inventory setup.
  • Provided cost comparisons, offered innovative uniforms, created dynamic presentations and flyers.
  • Ensure that all lending documents and processes are completed per internal policies.
  • Drive branch performance to successfully achieve business goals and branch profitably.
  • Manage collection activities including consulting with customers on loan payments for past due accounts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
BS

Branch Account Manager Resume

Headline : Accomplished Branch Account Manager offering six-plus years of Mortgage Lending, Finance, Legal and Banking experience. I am highly effective in preparing accurate loan closing files and correspondence; managing busy calendars and pipelines; as well as various other office tasks. I am a proficient user of Encompass Mortgage Management program to ensure quality compliance. I have also experience in MS Office, Word, Excel, PowerPoint, Access, and Outlook. I have an extremely strong work ethic.

Skills : Finance/Accounting Development, Finance/Accounting Operational Accounts, Payable/Receivable, Operating And Working Capital, Excel Spreadsheets, Budget & Finance Management, PowerPoint And Access, Strategic & Operational Planning Analytical Problem Solver, Auditing And Compliance, Proficient In Statistical Analysis, P&L Management

Description :

  • Supervising and leading the branch sales staff in originating all secured and unsecured loan files to include all loan programs such as FHA, VA, USDA, and conventional loans.
  • Properly and effectively cleared all loan stipulations as they apply to loan files.
  • Demonstrated financial planning by analyzing clients current income, liabilities, investments, and risk tolerances to provide advice on how to budget their assets in order to maintain current debts.
  • Examined and evaluated profit and loss statements to ensure accuracy and completeness of personal financial statements and loan files as pertains to funding and post-closing requirements.
  • Advised clients of contractual rights and obligations when entering into loan contracts.
  • Compiled, analyzed, and maintained personal information for business clients.
  • Managed loan pipelines to ensure proper movement in relation to CTC date.
  • Ensured that lending documents and processes are completed per internal policies/processes.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associates

Branch Account Manager Resume

Objective : Motivated, personable Branch Account Manager with 4 plus years of experience. With a proven success track of meeting deadlines and quotas with a proven track record of profitability within the company. Work well in high stress surroundings and also great communication skills with the professionals and non-professionals. And also able to handle objections. Have received Notary and also licensed for Insurance Sales also real-estate exam in process.

Skills : Proficient In Microsoft Word, EDS, Reynolds & Reynolds, Dealertrack Financial Software, Maestro Financial Software And Symphony Financial Software

Description :

  • Consulted with customers about their financial and personal objectives and offer loan solutions to help them achieve their goals.
  • Effectively identified the customer credit needs and provided appropriate loan solutions.
  • Built strong, trusting relationships with new and existing customers and provide service to ensure customer satisfaction.
  • Worked directly with customers through the entire lending cycle from loan application to loan closing.
  • Interacted with customers to determine needs they currently have and also to protect them from unforeseen situations.
  • Closed auto/personal loans. Sold insurance products on loans. Collected and solicited for current customers.
  • Reviewed collection reports determining the status of collections and the amounts of outstanding balances.
  • Developed business relationships and plan strategies to develop new sources of business.
  • Participated in the career development of each employee including training and coaching team members.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS