Aristides M. Sosa
CUTLER BAY,Florida
Summary
To obtain a challenging position within the sales area, utilizing abilities obtained through experience with opportunity for professional growth. Seasoned Branch Manager with background in steering operations and driving growth. Leveraged leadership skills to enhance team performance, customer satisfaction, and bottom-line results in previous roles. Possess strong strategic planning and problem-solving abilities, coupled with proficiency in customer relationship management, sales strategy implementation, and staff development. Successfully boosted branch productivity by optimizing processes and cultivating high-performing teams.
Overview
42
42
years of professional experience
1
1
Certification
Work History
Branch Manager
Wells Fargo
Coral Gables, Florida
01.2019 - Current
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Managed staff scheduling, hiring and training processes.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Developed strategies to increase customer satisfaction and loyalty.
- Implemented internal control procedures to minimize risk exposure and maximize profitability.
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Vice President / Senior Branch Manager
Regions Bank
Miami, Florida
01.2009 - 01.2019
- Manage Daily Operations
- Lead and Develop Team
- Provide Solutions to create and expand Banking Relationships
- Manage Deposit and Loan Portfolio
- Management of Risk (Compliance & Operational Controls)
- Work in conjunction with all lines of businesses
- Achievements (Top 10% in Company - Chairman’s Club 2011, 2013, 2014, 205 & 2016)
Vice President / Private Banking
Wachovia Bank / Wells Fargo
Miami, Florida
01.2007 - 01.2009
- Oversee client’s financial goals
- Work in conjunction with bank’s product specialists to ascertain total range of clients’ needs while ensuring optimal response and service levels
- Expand existing relationships and actively seek new prospects
- Worked in conjunction with all lines of businesses
Vice President / Commercial Loan Officer
SunTrust Bank
Coral Gables, Florida
01.2007 - 12.2007
- Responsible for managing business relationships with sales of $2 million to $20 million
Vice President / Private Banking
SunTrust Bank
Coral Gables, Florida
01.1999 - 12.2006
- Private Banker Medical Program (2006)
- Specialized in medical relationships
- Private Banker of the Year 2001 & 2005 in the State of Florida
- Finished in the top quartile in production in 2000, 2001, 2003, 2004 & 2005
Citigold Executive / Bayfront Office
Citibank
Miami, Florida
01.1994 - 12.1999
- Responsible for providing customer information on financial investment solutions in accordance with their needs, maximized sales and cross-selling opportunities and referred business to specialists
- Managed $35 Million Investment Portfolio
- Citigold Top Ten producer in investments sales for the State of Florida from 1994 thru 1998
- Initiated Citigold Medical Program for Florida Market in 1994
Operations Manager / Model Branch
Citibank
Coral Gables, Florida
01.1991 - 12.1993
- In charge of managing 18 staff members
- Hired and trained incoming personnel in bank’s policies and procedures, assisted sales manager in sales process, daily contact with existing and potential clients to promote Citigold and Private Banking
Branch Manager
AmeriFirst Bank
Miami, Florida
01.1986 - 12.1991
- Controlled daily operations, business development, hired and trained a staff of 16
- Worked in conjunction with mortgage, loan, deposit, trust and investment departments
- Top 10% Tier II Branch Managers in the company (1986 through 1991)
Branch Operations Manager
AmeriFirst Bank
Miami, Florida
01.1984 - 12.1985
- In charge of managing 22 staff members at the company’s main office
- Hired and trained incoming personnel in bank’s policies and procedures, assisted sales manager in sales process, daily contact with existing and potential clients
Credit Analyst
AmeriFirst Bank
Miami, Florida
01.1983 - 12.1983
- Responsible for underwriting and managing loans up to 2 million
Education
Associate degree -
Miami Dade Community College
Miami, Fl01.1983
Skills
- Excellent work ethic
- Coaching and mentoring
- Employee development
- Sales professional
- Computer Literacy: Word
- Computer Literacy: Excel
- Computer Literacy: PowerPoint
Certification
Life, Health & Variable Annuity (215)
References
Submitted upon request
Timeline
Branch Manager
Wells Fargo
01.2019 - Current
Vice President / Senior Branch Manager
Regions Bank
01.2009 - 01.2019
Vice President / Private Banking
Wachovia Bank / Wells Fargo
01.2007 - 01.2009
Vice President / Commercial Loan Officer
SunTrust Bank
01.2007 - 12.2007
Vice President / Private Banking
SunTrust Bank
01.1999 - 12.2006
Citigold Executive / Bayfront Office
Citibank
01.1994 - 12.1999
Operations Manager / Model Branch
Citibank
01.1991 - 12.1993
Branch Manager
AmeriFirst Bank
01.1986 - 12.1991
Branch Operations Manager
AmeriFirst Bank
01.1984 - 12.1985
Credit Analyst
AmeriFirst Bank
01.1983 - 12.1983
Associate degree -
Miami Dade Community College