Alex Bonilla
Stoneham,MA
Summary
Results-driven manager with a strong commitment to exceeding sales goals and cultivating long-term relationships with members. Known for delivering exceptional member care, promptly resolving complaints and issues, and ensuring positive experiences. Skilled in coaching, team development, and management with 5 years of experience. Possesses 13 years of banking expertise. Proficient in coaching, problem-solving, planning, decision-making, sales, customer service, cash handling, and communication.
Overview
12
12
years of professional experience
Work History
Branch Manager
USAlliance Financial
10.2023 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Increased sales revenue by developing and implementing effective sales strategies.
Mortgage Operations Team Leader
DCU (Digital Federal Credit Union)
12.2018 - 10.2023
- Managed daily operations, ensuring smooth workflow and timely completion of tasks.
- Proactively identified potential risks or obstacles, developing contingency plans to minimize disruptions to operations.
- Optimized team performance, providing clear guidance and setting achievable goals.
- Improved team efficiency and productivity by restructuring workflow and managing assignments.
- Helped set and manage objectives for quality, productivity and compliance.
- Trained, coached and managed 7-person team of Mortgageand professionals.
Assistant Branch Manager
Jeanne D'Arc Credit Union
05.2018 - 12.2018
- Demonstrated knowledge of branch financial products, including loans and lines of credit.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supervised a team of 12 branch employees and made recommendations regarding performance evaluations.
- Scheduled staffing for the branch.
- Built rapport with account holders by reaching out with product recommendations and account updates.
Assistant Branch Manager
Century Bank
08.2012 - 05.2018
- Worked with clients to address and respond to client and partnership management issues.
- Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Education
Bachelor's Degree - Spanish
Salem State University
Salem, MA05.2018
Associates Degree - Foreign Languages
Bunker Hill Community College
Charlestown, MA05.2015
High School Diploma -
Somerville High School
Somerville, MA05.2011
Skills
Microsoft Programs: Excel, Word, and PowerPoint
Fluent in Spanish, Portuguese, English
Customer and company focused
Compliance, banking laws and regulations
Sales and service mindset
Additional Information
- Secret Security Clearance through the U.S. Army.
- NMLS: 1642688
Timeline
Branch Manager
USAlliance Financial
10.2023 - Current
Mortgage Operations Team Leader
DCU (Digital Federal Credit Union)
12.2018 - 10.2023
Assistant Branch Manager
Jeanne D'Arc Credit Union
05.2018 - 12.2018
Assistant Branch Manager
Century Bank
08.2012 - 05.2018
Bachelor's Degree - Spanish
Salem State University
Associates Degree - Foreign Languages
Bunker Hill Community College
High School Diploma -
Somerville High School
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