Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Volunteer Experience
Timeline
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Andris Thomas

New York

Summary

Dynamic banking executive with a proven track record at Wells Fargo, excelling in revenue management and strategic partnership cultivation. Achieved a remarkable 45% year-over-year growth in deposits while enhancing customer satisfaction through exceptional interpersonal skills and leadership. Adept at driving results and fostering high-performing teams to exceed organizational goals.

Overview

19
19
years of professional experience

Work History

Vice President Regional Bank Manager

Wells Fargo Bank
New York
11.2017 - 08.2024
  • Supported Relationship Managers (RMs) in executing client strategies aligned with organizational growth goals; collaborated on benchmarking client activity and developing quarterly and annual engagement plans.
  • Organized and led regular strategic meetings between stakeholders and high-value clients to review performance metrics, identify service opportunities, and advance relationship goals.
  • Identified growth opportunities through analysis of client portfolios, industry trends, and legal/compliance updates; connected clients with specialized firm services to address evolving needs.
  • Promoted adoption of internal dashboards and performance reports to increase visibility into client trends and relationship opportunities, improving account planning outcomes.
  • Partnered with internal marketing and business development teams to deliver targeted campaigns and coordinate firm-wide client outreach, events, and briefings.
  • Maintained top performance in customer satisfaction and product penetration, earning multiple internal awards and increasing deposits/investments by 45% YoY.
  • Secured new investments and deposits on a consistent basis, growing my balance sheet year-over-year (YOY) by 45%, a rate higher than my peer group.
  • Promoted mobile and online usage among customers, achieving a utilization rate of 60%, which ranked #2 within the district.

Branch Manager – Level II

Wells Fargo Bank
New York
02.2012 - 11.2017
  • Acted as the bank’s representative, supervising a team of 10 associates to proactively support clients’ financial needs and boost the organization’s market share, profitability, and competitive advantage.
  • Developed and executed integrated networking aligned with business objectives to cultivate community relationships, facilitate customer acquisitions, and drive revenue generation.
  • Identified cross-selling opportunities and conducted portfolio management initiatives to expedite revenue growth.
  • Conducted performance analysis and administered training sessions to further improve the team members’ sales, customer service, hospitality, negotiation, and communication skills.
  • Organized meetings to discuss challenges regarding customer service and implement strategies to empower team members, strengthening connections between customers and bankers by over 200%.
  • Monitored the tellers’ and bankers’ performance to facilitate training sessions, improving conversion rates by 45%.
  • Spearheaded aggressive networking campaigns to surpass investments by 130%, winning the Top-Performing Affluent Generator Award for the first quarter of 2014.
  • Provided consistent top-quality service, receiving two additional awards and one nomination, including a Certificate of Excellence in 2014; Star Nomination in 2013; and Connect to Service in 2012, respectively.
  • Partnered with treasury, compliance, and risk teams to improve audit readiness, strengthen internal controls, and meet regulatory requirements.

Sales Manager

Flushing Savings Bank
New York
03.2009 - 02.2012
  • Analyzed customer needs and requirements, formulated the appropriate sales strategies, and implemented best practices to meet the demands of the client base.
  • Supervised the sales and marketing teams in carrying out energetic campaigns to achieve targeted goals.
  • Monitored cross-functional teams and assisted the groups requiring assistance to efficiently accomplish objectives.
  • Participated in the Sales and Regional Managers Committee, overseeing the creation of a new corporate sales portal to improve efficiency and accuracy in tracking information to generate reliable leads.
  • Oversaw the onboarding of 500+ new clients to help individuals get acquainted with the bank’s service offerings and establish strong business relations within three years.
  • Directed team activities related to asset management, including consistent reviews and site visits on various product areas to meet and/or surpass quarterly goals.

Assistant Vice President / Financial Center Manager

Countrywide Bank
New York
01.2006 - 02.2009
  • Oversaw the implementation of business strategies to drive results and ensure revenue goals were met across three financial centers with assets under management (AUM) worth over $600MM.
  • Executed lead generation initiatives such as targeted marketing and outbound campaigns to promote the bank’s offerings and attract potential clients into availing services.
  • Assessed employee performance and organized regular training sessions to advance staff members’ professional development and career progression.
  • Earned #1 Financial Center Manager Award in 2008 in recognition for improving core deposits by 98% YOY; cross-selling opportunities by 65%; revenue by 35%; accomplishing five consecutive months of gold service; surpassing annual sales goals by an average of over 230%.
  • Oversaw the implementation of innovative campaigns to facilitate the large-scale generation of new customers, achieving the Platinum Elite Award in 2007.
  • Conducted energetic lead generation campaigns and customer service, exceeding all quarterly goals by an average of 198%.

Education

Master of Business Administration - Finance

Mercy College
Dobbs Ferry, NY

Bachelor of Business Administration - Marketing

Berkeley College
New York, NY

Skills

  • Finance
  • Accounting
  • Portfolio Management
  • Asset Management
  • Revenue Management
  • Project Management
  • Program Management
  • Time Management
  • New Business Development
  • Strategic Partnership Cultivation
  • Global Sales Support
  • Customer Service
  • Excellent Interpersonal Skills
  • Strong Analytical Skills
  • Coaching & Mentorship
  • Leadership & Collaboration
  • Strategic Thinking
  • Problem-Solving
  • Good Decision Making
  • Attention to Detail

Affiliations

  • Alpha Kappa Alpha Sorority, Inc. Zeta Nu Omega Chapter, Treasurer
  • Chapter Awards, Co-Chairman
  • The Uplift Our Local Community initiative, Co-Chairman
  • Zeta Nu Omega Community Service Fund, Executive Board Member

Websites

Volunteer Experience

  • Community Food Pantry
  • Mount Vernon Youth Bureau
  • Mount Carmel Mentoring Program
  • New York Urban League of Young Professionals
  • Young Women’s Empowerment Group

Timeline

Vice President Regional Bank Manager

Wells Fargo Bank
11.2017 - 08.2024

Branch Manager – Level II

Wells Fargo Bank
02.2012 - 11.2017

Sales Manager

Flushing Savings Bank
03.2009 - 02.2012

Assistant Vice President / Financial Center Manager

Countrywide Bank
01.2006 - 02.2009

Master of Business Administration - Finance

Mercy College

Bachelor of Business Administration - Marketing

Berkeley College

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Andris Thomas