Banking Center Manager with over 23 years of experience in financial consulting, time management, employee coaching and conflict resolution skills. Overseeing day-to-day operations and pursuing new and creative ways in motivating employees to exceed customers service and sales goals.
Hi, I’m
Bo Patino
Management
Heartland ,TX
Summary
Overview
24
years of professional experience
Work History
JPMorgan ChaseMesquite, TX
Branch Manager, Vice President
02.2023 - Current
Job overview
Bank of AmericaArlington, TX
Financial Center Manager, Vice President
06.2022 - 02.2023
Job overview
TCF National BankChicago, IL
Branch Manager, AVP
08.1999 - 09.2021
Job overview
- Assistant Vice President Level III
- Effectively manage the branch functions while meeting and adhering to corporate, legal and regulatory policies, guidelines, and requirements regarding compliance. Work with the Compliance and Legal departments for overall updates, procedure changes or development, and resolution of issues.
- Maintain appropriate controls to protect the bank against fraudulent activity and losses. Ensure that all branch personnel are trained in banking policies and procedures, federal and state laws.
- Adhere to audit controls to consistently achieve satisfactory audit ratings.
- Exercise good judgment and make appropriate decisions concerning staffing, training, performance appraisals, promotions, salary recommendations, and terminations in a timely manner.
- Provide effective sales coaching to all personnel on a consistent basis. Conduct regularly scheduled staff meetings and one-on-one sessions with direct reports.
- Ensure that staff provides effective sales-oriented customer service to retain and expand the account base. Focus efforts with team members on discovering and meeting the underlying needs of a customer.
- Serve as a liaison for applicants and mortgage underwriters to ensure loan processing times are adequate
- Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
- Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
- Met with investors to determine investment goals or discuss investment strategies, was award top producer in selling annuity products, with over 3.5 million dollars sold.
- Evaluated customer accounts to determine adherence to repayment schedules.
- Negotiated payment plans and arrangements.
- Reached out to customer to pursue payments, remind of obligations and discuss default procedures.
Education
Devry University
Some College (No Degree) from Computer Information System
University Overview
Certifications And Licensing
University Overview
Notary Public
Signature Guarantee
Licenses for Life and Health
NMLS 1289738
Skills
- Cost and budget analysis
- Investment guidance
- Client relationship management
- Risk analysis
- Team management
- Relationship development
- Customer service
- Preparing applications
- Loan Origination and Underwriting
- Finalizing contracts
- Bilingual Spanish
- Planning and coordination
- Employee training
- Financial administration
- Problem resolution
- Organizational skills
- Relationship building and retention
- Background in mutual funds, stocks, bonds and investments
- Strong team-builder
- Verbal/written communication
- Goals and performance
- Staff Training
- Customer and employee rapport
- Loans
- Financial services
- Collections
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success is not Final;
Failure is not Fatal;
It is the courage to continue
That counts.
Timeline
Branch Manager, Vice President
JPMorgan Chase
02.2023 - Current
Financial Center Manager, Vice President
Bank of America
06.2022 - 02.2023
Branch Manager, AVP
TCF National Bank
08.1999 - 09.2021
Devry University
Some College (No Degree) from Computer Information System
Certifications And Licensing
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