Experienced professional seeking a Branch Manager role in a dynamic banking environment. Expert in financial services, leadership, and operational excellence. Committed to driving business growth, mentoring high-performing teams, and delivering exceptional client experiences.
Overview
2025
2025
years of professional experience
Work History
Senior Personal Banker
Citibank
03.2017 - Current
Solely responsible for managing service and sales goals at the #1-ranked branch in the area, ensuring operational excellence and client satisfaction
Guided clients through lending processes, including personal loans, credit cards, home equity applications, business lines of credit, and business loans
Leveraged personal home-buying experience to assist clients new to lending, providing empathetic and effective financial guidance
Ranked #1 banker in the market YTD, consistently exceeding sales and service metrics
Acted as Manager on Duty during onboarding of three branch managers, ensuring seamless transitions and team cohesion
Successfully navigated six audits, earning Leadership Circle recognition for operational excellence and compliance
Built strong, family-like relationships with clients, fostering trust and loyalty
Absorbed and modeled superior leadership behaviors to align with and promote the bank's brand.
Acting Manager of Distribution Operations (MDO)
United States Postal Service
Directed operations for a high-volume distribution center, supervising large teams across multiple shifts
Ensured compliance with USPS policies and safety standards, earning STAR Certification for OSHA compliance over multiple years
Spearheaded process improvements to enhance productivity and reduce operational errors
Progressed from specialized roles, including Registry Mail Clerk and Hazmat Clerk, to management positions, showcasing adaptability and leadership.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Accomplished multiple tasks within established timeframes.
Cross-trained existing employees to maximize team agility and performance.
Maintained professional, organized, and safe environment for employees and patrons.
Controlled costs to keep business operating within budget and increase profits.
Managed and motivated employees to be productive and engaged in work.
Improved safety procedures to create safe working conditions for workers.
Skills
Personal & Business Lending Expertise
Fiduciary & Business Account Management
Strategic Sales Planning & Execution
Service & Goal Management
Detail-Oriented & Organized
Client Relationship Building
Leadership & Team Mentoring
Operational Soundness & Compliance
Banking operations
Branch management
MS Excel
Financial advisement
Fraud prevention
Accomplishments
Responsible for managing service and sales goals at the #1-ranked Personal Banker in the area
Multiple achievement awards from regional management for customer satisfaction- team leadership
Certificationsskills
Ranked #1 Banker in the Market YTD
Leadership Circle Recognition - Operational Soundness
Lending Expertise: Personal Loans, Credit Cards, Home Equity, Business Lines of Credit, and Business Loans
STAR Certification (OSHA) - USPS
Industrial Electronics Certification
Basic First Aid & CPR Certified
Proficient in Salesforce and Microsoft Office Suite
References
Juan Valencia (Current Branch Manager), Alice Klontz, Carrie Montenegro, Kristina Yonker- Dan Lyons
Professional Development
Leadership and Team Management Workshops - Citibank & USPS