Summary
Overview
Work History
Education
Skills
References
Leadership Experience
Languages
Timeline
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Michelle C.J. Perez

Somerville

Summary

Branch Manager with a focus on optimizing daily operations and enhancing customer service. Successfully led initiatives to streamline processes, improving branch efficiency while cultivating strong client relationships through personalized service.

Overview

29
29
years of professional experience

Work History

Branch Manager

Watertown Savings Bank
Belmont
07.2024 - Current

Managed daily branch operations, ensuring efficient workflows and exceptional customer service.

  • Cultivated client relationships through personalized service and active community engagement.
  • Led process streamlining initiatives, significantly enhancing operational efficiency at the branch.
  • Motivated and managed team members, driving performance toward branch goals.
  • Resolved escalated customer complaints swiftly, enhancing satisfaction and loyalty.
  • Provided guidance on problem resolution and customer service issues to team members.
  • Ensured compliance with banking regulations and internal policies for effective risk management.

Assistant Branch Manager

Watertown Savings Bank
Watertown
10.2002 - Current
  • Trained staff to improve service quality and customer satisfaction.
  • Resolved customer issues in-branch and via phone to enhance overall service experience.
  • Coordinated branch office operations to ensure smooth daily functions.
  • Opening various types of accounts for personal and business customers.
  • Contributed to the Retail Manual Committee, updating policies and procedures.

Teller/Customer Service Representative

Cambridge Savings Bank
Cambridge
10.1997 - 10.2002
  • Provided friendly and outstanding customer service to enhance customer satisfaction and loyalty.
  • New account opening and maintaining existing relationships.
  • Trained new and existing employees on company procedures to enhance team knowledge and service quality.
  • Balanced cash box and oversaw branch activities to ensure operational integrity.

Education

Graduate - Mass Bankers Program

New England School For Financial Studies – Babson College
Boston, MA
01-2023

Associates Degree - Banking Operations, Fundamentals of Banking, Accounting, & Business Law

New England College of Finance
Boston, Ma

high school diploma - Computers and College Prep

Somerville High School
Somerville, Ma

Skills

  • Branch operations
  • Customer service excellence
  • Relationship management
  • Employee engagement
  • Training development
  • Problem solving
  • Decision making
  • Technological proficiency
  • Microsoft Word and Excel
  • Transcription skills
  • Typing speed: 64 WPM
  • Efficient multitasking
  • Phone etiquette
  • Shorthand training
  • Employee feedback

References

References available upon request.

Leadership Experience

  • Taught Sunday school to elementary school children for seven years at St. Anthony’s Parish in Cambridge, MA
  • Delivered presentation for Financial Literacy for the REACH for Domestic Violence program, Waltham, Ma.
  • Delivered Financial Literacy presentation for McDevitt Elementary School students, Waltham, Ma.
  • Financial Literacy presentation for St. Mary's afterschool program, Waltham, Ma.

Languages

Portuguese
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Branch Manager

Watertown Savings Bank
07.2024 - Current

Assistant Branch Manager

Watertown Savings Bank
10.2002 - Current

Teller/Customer Service Representative

Cambridge Savings Bank
10.1997 - 10.2002

Graduate - Mass Bankers Program

New England School For Financial Studies – Babson College

Associates Degree - Banking Operations, Fundamentals of Banking, Accounting, & Business Law

New England College of Finance

high school diploma - Computers and College Prep

Somerville High School
Michelle C.J. Perez