Angela Matadobra
Lexington,SC
Summary
Communicate with individuals or groups verbally and/or in writing (customers, suppliers, associates).
Manage assigned financial aspects by monitoring and tracking expenses compared to budget; monitoring assets utilization; and preparing, reviewing and/or analyzing business reports.
Serve as a community liaison by participating in local and community organizations and charitable activities; champion company-sponsored programs and events to associates, customers, and the local community.
Supervise and manage associates and leaders in area of responsibility by giving direction, communicating goals, monitoring performance, and providing feedback; identifying training and development needs and providing opportunities for learning and growth; teaching and supporting Logistics and company policies and procedures; and participate in the hiring, promotion, coaching, teaching, and evaluation of associates facility-wide.
Investigate and ensure associate, customer, and supplier concerns are resolved, using own judgement or consulting others when needed.
Drive, develop, and implement the business plan for area of responsibility to achieve facility goals (production, quality, safety) and implement operational improvements.
Monitor and ensure facility-wide compliance with Logistics and company quality and safety standards, policies, procedures, and directives by developing, distributing, and/or maintaining procedures and support documentation.
Forecast and follow up on staffing, workload, and performance results to meet business demands for workload and performance results.
Experienced with client relationship management, fostering long-term customer loyalty and satisfaction. Utilizes effective communication and negotiation skills to resolve conflicts and build trust. Track record of strategic planning and implementation to drive client success and business growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Webster Bank
10.2021 - 05.2024
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Developed new banking relationships with business prospects.
- Demonstrated adaptability in responding to changes in client needs or market conditions, adjusting strategies as needed for continued success.
- Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank''s reputation as a trusted financial partner.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Worked closely with credit analysts to ensure timely and accurate processing of loan applications, maintaining client satisfaction throughout the process.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Conducted financial due diligence on potential investments and acquisitions.
- Established and checked coding procedures, monitored reports and updated internal files.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Complied with established internal controls and policies.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
Assistant Manager
WALMART
04.2011 - 01.2018
- Communicate with (or to) individuals or group verbally and/or in writing (customer, suppliers, associates)
- Manage assigned financial aspects by monitoring and tracking expenses compared to budget; monitoring assets utilization; and preparing, reviewing and/or analyzing business reports
- Serve as a community liaison by participating in local and community organizations and charitable activities; champion company-sponsored programs and events to associates, customers and the local community
- Supervise and manage associates and leaders in area of responsibility by giving direction, communicating goals, monitoring performance, and providing feedback; identifying training and development needs and providing opportunities for learning and growth; teaching and supporting Logistics and company policies and procedures; and participate in the hiring, promotion, coaching, teaching, and evaluation associates facility-wide
- Investigate and ensure associate, customer and supplier concerns are resolved, using own judgement or consulting others when needed
- Drive, develop, and implement the business plan for area of responsibility to achieve facility goals (production, quality, safety) and implement operational improvements
- Monitor and ensure facility-wide compliance with Logistics and company quality and safety standards, policies, procedures and directives by developing, disturbing, and/or maintain procedures and support documentation
- Forecast and follow up on staffing, workload and performance results to meet business demands for workload and performance results
- Authorized to work in the US for any employer
Education
High School -
Wilbur Cross High School
New Haven, CT06-2004
Skills
- Ethics and Compliance
- Logistics and operations
- Making informed judgement
- PowerPoint presentations
- Strong communication skills
- Active Listening
- Time Management
- Computers and Electronics
- Administration and Management
- Coordination
- Judgment and Decision Making
- Personnel and Human Resources
- Management of Personnel Resources
- Education and Training
- Public Safety and Security
- Systems Analysis
- Telecommunications
- Operations Analysis
- Sales and Marketing
- Operation Monitoring
- Operation and Control
- Assistant Manager Experience
- Computer Networking
- Customer engagement
- Customer interaction
- Strategic planning
- Team Training
- Willing to learn
- Teamwork
- Teamwork and collaboration
- Customer service
- Multitasking
- Problem-solving abilities
Personal Information
Authorized To Work: US
Certification
- Financial Risk Manager (FRM) - Global Association of Risk Professionals.
- Risk Management Assurance (CRMA) – The Institute of Internal Auditors.
- Securities Operations Foundation Qualification(SOFQ)- CISI.
- Salesforce Certified Administrator
- Microsoft Office Specialist (MOS) Certification
Languages
English
Full Professional
Timeline
Senior Relationship Manager
Webster Bank
10.2021 - 05.2024
Assistant Manager
WALMART
04.2011 - 01.2018
High School -
Wilbur Cross High School
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