Brian McAleavey, MBA

Experience

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  Bank of America

  Jan 2006 - Jan 2017

  *Regularly met and exceeded branch sales goals and operational standards in audits*Accountable for ensuring branch staff adherence to all policies, procedures and regulations*Ensured employee responsibilities are completed with high quality to deliver exceptional client care.*Aided employees in creation, execution and oversight of action plans in order to meet both team and individual goals through coaching and observation*Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution*Use resources and technologies to optimize client experience*Maintained a book of clients totaling over 4 million on deposit*Managed complexity, prioritized tasks, delegated and executed in a fast-paced environment*Recruited, interviewed, and hired new employees*Held regular branch meetings and education seminars on regulatory policies, employee and client safety procedures and service delivery guidelines*Interpreted performance results and found opportunities to drive success Daha az göster *Used sales skills and knowledge to understand and uncover client financial needs*Consistently met and exceeded department expectations for productivity and accuracy levels. *Participated in various incentive programs and contests designed to support achievement of production goals.*Responsible for implementing all business-building and relationship-building expectations with customers.*Opened all FDIC insured banking products: (Checkings, Savings, CDs, IRAs, Credit Cards, Online and mobile Products, including personal and living trusts) for both consumer and small business customers*Worked with business partners to refer business, such as mortgage lending, merchant services, business lending, and investment specialists*Completed financial reviews for customers to meet their financial goals. Daha az göster

  • Financial Center Manager

    Jan 2013 - Jan 2017

  • Personal Banker

    Jan 2006 - Jan 2013
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  Central Valley Community Bank

  Jan 2017 - Jan 2018

  Customer Service Manager

  Customer Service Manager, Fresno CA, 02/2017-08/2018*Oversaw operational functions of the branch, including hiring, training, and supervision of operational staff personnel, as well as the creation of a positive customer experience within the branch*Provided direction, leadership and motivation to ensure the office team achieved service, sales and operational goals*Provided coaching for improved performance through quarterly performance reviews and when needed*Monitored tellers performance relative to losses, differences and referrals*Conducted regular staff meetings to ensure compliance with all CVCB policies and procedures*Wrote daily and monthly operational reports and completed monthly audit certifications for upper management*Monitored customer inquiries and complaints*Managed operational budget to help ensure a profitable P&L*Maintained branch security system*Responsible for security and accountability of all cash and negotiable items*Maintained and monitor deposit growth goals Daha az göster

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  Symmetry Financial Group

  Jan 2018 - Jan 2019

  Agent

  Field Underwriter/Broker – 08/2018-PresentEffectively sell and promote a wide variety of mortgage protection insurance products.Work with 10+ insurance carriers to obtain coverage for my clients.Manage a book of business with multiple clients.

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  Hertz

  Jan 2019 - now

  • Branch Manager I

    Jan 2020 - now

  • Manager Associate II

    Jan 2019 - Jan 2020