Anthony Pluma
La Habra
Summary
Banking professional with extensive experience in the area of Branch Management, Commercial Loan and Consumer Lending servicing. Proven record of providing outstanding customer service thanks to in-depth knowledge of financial services and credit offerings. Strong leadership and communication skills that promote strong team loyalty.
Overview
14
14
years of professional experience
Work History
Dual Eligibility Technician
County of Orange Social Services Agency
01.2024 - Current
- Make sound decisions / using good judgment to prevent financial loss for the county
- Identified information and obtained facts / data pertinent to responding to a client questions or concerns
- Ensured the confidentiality of client records to comply with health insurance portability and accountability act (HIPPA)
- Analyzed appropriate program policies, procedures and or guidelines to apply case situations to process cases timely
- Consistently provided excellent customer service to both applicants and clients that were seeking or modifying benefits
Manager II Deal Servicing and Monitoring (Commercial Loan Servicing)
Bank of The West (BMO)
10.2022 - 12.2023
- Managed the operations of accounting and data entry servicing to ensure a smooth daily productive outcome
- Ensured existing operations and technical applications were performing as designed to maximize benefit of the business unit
- Analyzed department statistical performance information to identify production weakness and to develop an action for improvement
- Improved team performance, recognized and rewarded performance, coached employees, supported their development and managed poor performance
- Ensured the all-incoming servicing requests were remediated timely within the established Service Level Agreement (SLA)
Branch Manager Vice President (Promoted)
Bank of The West
02.2021 - 09.2022
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
Utility Operations Manager AVP
Farmers & Merchants Bank
07.2019 - 02.2021
- Responsible for providing temporary coverage at various branches as dictated by Branch Administration
- Assisted with achieving sales, budget and profitability of goals at assigned branch
- Managed, supervised and or coach employees at assigned branch
- Effectively partnered with other departments of the bank with regards to referrals in the areas of Mortgage, Lending and Investments
- Assisted in new accounts, cash handling, ATM processing and wire services
Branch Service Manager
Banc of California
09.2017 - 05.2018
- Supervised cash vault and teller functions ensuring accuracy
- Assisted Manager in training staff in the area of sales and service
- Conducted weekly and monthly sales meetings to review YTD production goals and designed a plan for areas of deficiency
- Provided assistance to clients that required new account opening or maintenance of their existing portfolio
- Inspected various operations functions by performing spot checks on teller work and performing mini audits on branch overall workflow
Assistant Banking Center Manager AVP
Comerica Bank
02.2011 - 12.2016
- Directed sales, service and business development activities to achieve targeted results in the area of deposits, client attraction and community engagement
- Conducted the review / signing of commercial and consumer loan closing documents with clients
- Assisted new clients and existing clients in opening or maintenance of accounts
- Performed teller functions
- Developed an progressive cross training program for staff to enhance skill levels and career development goals
Skills
- Branch operations management
- Customer relationships
- Coaching and mentoring
- Relationship building and management
- Business development
- Client acquisition
- Community relations
Timeline
Dual Eligibility Technician
County of Orange Social Services Agency
01.2024 - Current
Manager II Deal Servicing and Monitoring (Commercial Loan Servicing)
Bank of The West (BMO)
10.2022 - 12.2023
Branch Manager Vice President (Promoted)
Bank of The West
02.2021 - 09.2022
Utility Operations Manager AVP
Farmers & Merchants Bank
07.2019 - 02.2021
Branch Service Manager
Banc of California
09.2017 - 05.2018
Assistant Banking Center Manager AVP
Comerica Bank
02.2011 - 12.2016
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