Nami Yasuoka
Dorchester
Summary
Dedicated branch manager with proven success in financial planning and customer satisfaction. Led a team of 19 in a 24/7 environment, enhancing operational efficiency and driving revenue growth. Multilingual professional with expertise in compliance management and people leadership, resulting in significant branch performance improvements. Currently serving as district manager overseeing three locations, managing over 30 staff members and optimizing staffing for enhanced service delivery.
Overview
6
6
years of professional experience
1
1
Certification
Work History
District Manager
PLS Financial Services
Dorchester
02.2025 - Current
- Trained and developed staff on customer service and compliance standards.
- Oversaw daily operations across multiple branches for financial services.
- Monitored branch performance to ensure adherence to company guidelines.
- Conducted regular audits to maintain financial accuracy and regulatory compliance.
- Resolved customer inquiries and escalations effectively, ensuring satisfaction.
- Conducted regular store visits to ensure compliance with company policies, standards, and regulations.
- Facilitated team meetings to address challenges and share best practices.
- Managed all personnel matters within the district including recruitment, hiring, performance reviews, disciplinary actions.
- Resolved customer complaints quickly and effectively while maintaining a high level of customer service satisfaction.
- Ensured that all stores met their monthly targets by providing guidance and support as needed.
- Regularly communicated updates regarding changes in corporate policies or procedures down through store level employees.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Developed strategic plans for increasing sales, reducing costs, improving operations efficiency.
Branch Manager
PLS Financial Services
Dorchester
02.2020 - 01.2025
- Planned work schedules and payroll of a 24/7 branch in a team of 19 people, to maintain adequate staffing levels.
- Prepared monthly financial statements and future projections for management review.
- Maintained up-to-date knowledge of applicable laws, regulations, policies, procedures, and standards. related to finance management.
- Conducted weekly meetings with branch staff to review performance and discuss strategies for improvement.
- Analyzed sales reports to identify trends in customer preferences and needs.
- Examined checks for endorsements to verify legality of documents.
- Implemented strategies to increase efficiency within the branch operations.
- Executed wire transfers of funds in compliance with banking best practices.
- Performed regular audits of teller transactions to verify accuracy of cash balances.
- Prepared bank deposits, general ledger postings and statements.
- Monitored employee productivity and provided feedback on areas of improvement.
- Prepared monthly performance reviews for all branch employees.
- Provided guidance to other team members in resolving complex customer inquiries.
- Maintained positive relationships with customers by providing exceptional service.
- Developed processes and procedures for improving operational efficiency in order to increase profits.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Prepared detailed reports on the performance of various business units based on their P&L statements.
- Interviewed new employees and assisted with hiring decision-making.
- Guide and train team members to show customers how to open new bank accounts, set up direct deposits, and transfer funds between accounts.
Education
Intec
Dominican Republic02-2016
Skills
- Multilingual in Spanish, Japanese, and English
- Exceptional seller and sales leadership
- Staffing optimization and people management
- Compliance management
- Labor relations
- Banking operations
- Financial planning
- Repayment negotiations
- Guarantee revenue growth
- P&L tracking
- Customer satisfaction
Languages
Spanish
Native/ Bilingual
English
Full Professional
Japanese
Native/ Bilingual
Certification
- NMLS.
- Leadership Accelerator Program.
Accomplishments
- Top performance in 2024 on bad debt, debit cards, vs.. Budget, EBITA management fees out of 11 other stores in Massachusetts annually.
- No. 1 Top seller of debit card enrollment out of 11 other stores in Massachusetts.
Timeline
District Manager
PLS Financial Services
02.2025 - Current
Branch Manager
PLS Financial Services
02.2020 - 01.2025
Intec