Branch Assistant Resume Samples

The actual roles and responsibilities of a Branch Assistant vary based on the type and scope of the organization. However, the following core duties were mentioned on the Branch Assistant Resume regardless of the type of working field – taking responsibility for the day-to-day operations of the branch; assigning targets to the sales team; delegating workforce; resolving conflicts, recruiting and hiring staff; implementing sales strategies; and maintaining a professional environment for the staff to work.

Plenty of industries like the banks, departmental stores, branded shops, and restaurants have multiple branches, while the duties may change based on the requirement of the employer, the needed skills are universally common and include the following – high degree of responsibility, excellent organizational skills; multitasking skills; and knowledge of the working industry. A bachelor’s degree is needed to the least. Work experience is as well mandatory.

Branch Assistant Resume example

Branch Assistant Resume

Headline : Hard-working, reliable, adaptable, and motivated individual with 11+ years of experience in sales as well as 18 months of inland document imagery. Promotions through three increasingly responsible positions. Able to analyze client needs and create effective solutions. Exceptional interpersonal capabilities.

Skills : Microsoft Office, Quickbooks, Managing Skills.

Description :

    1. Carried the highest level of local responsibility at a loan company handling real estate and personal loans.
    2. Took credit applications to set up revolving loans for construction and home equity.
    3. Prepared and closed mortgage loans, handling escrow, title applications, UCC filings, and deed transfers.
    4. Served as a notary. Handled heavy collections load: also processed repossessions.
    5. During the extended five-month absence of a manager, served in that capacity with full authority.
    6. Managed Loan Officer's calendar, keeping your Loan Officer on schedule and on task.
    7. Followed up with leads, scheduling, and confirming appointments with borrowers and referral partners.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Branch Assistant Resume

Objective : Branch Assistant who goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale. Quality-focused team member committed to approaching administrative tasks with tenacity and attention to detail. Assistant who continually maintains a positive attitude while interacting with demanding clients. Served as the primary point of contact for multiple employees.

Skills : Inventroy Management, Customer Service, Financial Background, Microsoft Office Suite, Cash Handling Experience.

Description :

    1. Answered and quickly redirected all incoming calls.
    2. Coordinated front desk receptionist and clerical duties.
    3. Registered new members as necessary and maintain all information up to date.
    4. Compiled and tracked information for monthly and annual reports.
    5. Entered dad into the club database system.
    6. Assisted with projects and reports as directed.
    7. Provided pleasant, appropriate and effective communication to staff, members, parents, and guests.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Branch Assistant Resume

Headline : Energetic, dependable, and self-motivated. Proven ability to work in both independent and team environments. Excellent communication, interpersonal, and leadership skills. A quick grasp of the concepts behind and the methodology associated with new and complex work assignments. This allows for the accurate completion of these assignments.

Skills : Coordinating Skills, Managing Skills, Multitasking.

Description :

    1. Performed extensive work in maintaining existing client relationships through client events, contact management, business development.
    2. Corporated client accounts consisted of 401Ks, Health care plans, and Wellness programs.
    3. Prepared Financial Advisors for client reviews in both the individual and corporate segments of the business.
    4. Updated individual and corporate client information.
    5. Contacted clients to see if they were interested in or needed a review of accounts and if so, scheduled them with their Financial Advisor.
    6. Helped maintain a balanced schedule for the Financial Advisors in the office.
    7. Assisted in client orders such as withdrawals and deposits from their accounts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science In Business

Branch Assistant Resume

Headline : As a Branch Assitant, responsible for providing assistance and guiding to Tellers in their daily objectives while ensuring the branch is compliant with regulatory requirements and is operationally sound. 

Skills : Communications, Organizational Skills, Managing Skills.

Description :

    1. Organized client events to help maintain personal contact with existing clients and help create new contacts with possible new clients.
    2. Maintained files and input member data into the database system.
    3. Prepared potential borrowers before they come in to meet with your Loan Officer.
    4. Pulled credit reports and have them ready for the meeting.
    5. Set and tracked all appointments for Loan Officer for referring Partners, seminars, closings, etc.
    6. Performed initial set up of files in the Origination System.
    7. Tracked incoming leads for Loan Officer and/or LP II using the Lead Tracker form.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Branch Assistant Resume

Headline : To obtain a challenging Branch Assistant position that allows me to utilize my current skills to assist in advancing a business that offers a stable employment opportunity. I am also eager to learn new skills and advance my opportunities.

Skills : Coaching Skills, Team Work, Accounting Skills.

Description :

    1. Resolved issues concerning patrons' accounts.
    2. Placed said items on hold for patrons through the library cataloging system.
    3. Performed typing and keyboarding duties.
    4. Balanced cash drawers and deposits at end of the night.
    5. Balanced weekly totals of payments, fines.
    6. Processed fines and accept payments.
    7. Promoted the library through outreach programs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certificate In Paraprofessional

Branch Assistant Resume

Headline : Seeking a Branch Assistant position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team, etc.

Skills : Microsoft Office, Assisting Skills, Finance Skills.

Description :

    1. Assisted in the interviewing process of hiring banking professionals for the branch; also coached and guided new bankers in achieving sales expectations.
    2. Responsible for the administration of cross-sales opportunities with current and future customers.
    3. Proactively referred to new consumer and business products and services to potential clients.
    4. Responsible for opening new accounts, loans, and home equity lines of credit while maintaining customer service and ethical standards, and maintained cash flow reports.
    5. Successfully achieved Star Of Excellence awards for exceeding sales goals.
    6. Continuously reached over 100% of all goals including loans, deposit, and customer service.
    7. Responsible for the organization of loan files and member applications.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
Associates Of Arts In Finance

Branch Assistant Resume

Objective : A highly motivated, results focused person. I possess strong leadership and successfull team building capabilities and excellent technical, communication, presentation and customer skills. I am also a resourceful problem solver with proven ability to bring resolution to challenging situations as well as building lasting relationships with vendors and customers.

Skills : MS Office, Coordinating Skills, Management Skills. 

Description :

    1. Reviewed collection reports to ascertain the status of collections and balances outstanding.
    2. Submitted delinquent accounts to attorneys and outside agency for collection.
    3. Evaluated data pertaining to costs to plan budget.
    4. Evaluated the effectiveness of current collection policies and procedures.
    5. Directed and coordinated activities to implement institution policies, procedures, and practices concerning granting and extending lines of credit and loans.
    6. Prepared financial and regulatory reports required by law, regulations, and board of directors.
    7. Elected appropriate techniques to minimize loss, such as avoidance and loss prevention and reduction.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Certification

Branch Assistant Resume

Objective : Branch Assistant with 5 years of experience in Assisting the Loan Officer with marketing responsibilities including managing their database of referral partners, initiating, and executing marketing campaigns. Responsible for Collaborating with Loan Officer to come up with new, creative, unique ideas for marketing campaigns.

Skills : Communication Skills, Customer Service, MS Office, Coordinating Skills.

Description :

    1. Maintained strict confidentiality of bank records and client information.
    2. Reviewed and edited loan agreements to ensure accuracy.
    3. Successfully closed an average of 15-20 loans per month.
    4. Submitted loan applications to the underwriter for verification and recommendations.
    5. Compiled database of loan applicants' credit histories, corporate financial statements, and other financial information.
    6. Originated, reviewed, processed, closed, and administered customer loan proposals.
    7. Received Employee of the Month service award.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED

Branch Assistant Resume

Objective : Branch Assistant with 2 years of experience in assisting management with administrative functions. Responsible for  Updating both Client and Referring Partner database with current and up to date information.

Skills : Organizational Skills, Managing Skills, Assisting Skills, Coaching Skills. 

Description :

    1. Assisted four Insurance and Financial Service Agents in a professional and efficient manner in order to expedite customer service needs.
    2. Organized all customer appointments for each Agent and maintained open lines of communication amongst all Agents.
    3. Answered a high-volume of incoming calls and in-person inquiries from clients and colleagues.
    4. Handled all in-branch customer payments.
    5. Coordinated branch meetings.
    6. Managed all orders needed for promotional items, branch & office needs.
    7. Provided all documentation needs for customers upon request.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Branch Assistant Resume

Objective : Branch Assistant with 2 years experience in  Directing and coordinating activities of workers engaged in conducting credit investigations & collecting delinquent accounts of customers.

Skills : Customer Service, Data Entry, Office Equipment, Phone, Computer Skills.

Description :

    1. Provided administrative support to the branch. Processed new hire paperwork.
    2. Participated in training programs as required by management.
    3. Developed, maintained, and facilitated good work relationships with and between all company staff.
    4. Provided additional assistance to various areas of operation during peak volume.
    5. Assisted in pipeline management to ensure timely delivery of commitments.
    6. Assisted patrons with finding material, applying for cards, paying fines, and troubleshooting account related problems both in person and over the phone.
    7. Categorized and labeled new young adult books and DVDs.
    8. Helped run special programs for kids and teens by preparing supplies, decorating rooms, playing characters, demonstrating crafts, and general crowd control.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED