Claudio Burgin
San Diego,CA
Summary
Skilled leader with demonstrated success in coordinating team, detailed oriented and financial activities. Friendly and adaptable professional with remarkable leadership and interpersonal management skills. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Branch Manager AVP
US Bank National Association
12.2007 - Current
- Lead several teams across San Diego with a culture that embraces differences to strengthen the team's performance. Ensured compliance with all regulatory and security protocols.
- Improved staff skills by coaching, training, and conducting performance evaluations.
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Managed several branches during my tenure at US Bank (Broadway main In-store, Eastlake, Las Americas, San Ysidro, Saturn blvd, Chula Vista Legacy and Chula Vista Main former Union bank -Currently)
- Set clear expectations and held staff accountable for their performance.
- Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
- Performed banking, business administration and financial tasks to deliver outstanding service.
Licensed Relationship Banker
Wells Fargo, NA
01.2005 - 12.2007
- Analyzed customers' financial information to deliver personalized account guidance.
- Cultivated strong customer relationships by providing tailored advice and services.
- Implemented strategies to increase customer retention, enabling investment growth.
- Worked with clients to address and respond to client and partnership management issues.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Overcome obstacles, support customers and team members in offering financial solutions to their individual needs.
- Series 7 and 66 license, Life and Health.
Education
Bachelor of Science - International Business
Universidad Autonoma De Baja California
Tijuana, B.C. Mexico12.2003
Skills
- Relationship Building and Management
- Coaching and Mentoring
- Goals and Performance
- Training and Development
- Financial Services
- Customer Service
Affiliations
- Board Member of San Diego Hispanic Chamber of Commerce.
- Co-Lead San Diego Nosotros BRG chapter.
- LEAD San Diego graduate.
- MAAC Project Ambassador.
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager AVP
US Bank National Association
12.2007 - Current
Licensed Relationship Banker
Wells Fargo, NA
01.2005 - 12.2007
Bachelor of Science - International Business
Universidad Autonoma De Baja California