Bobby J Bodzioney Jr
Charlotte,North Carolina
Summary
Strategic financial services leader with a proven track record in operational excellence and client relationship management. Developed automated processes that enhanced compliance and efficiency, consistently exceeding sales targets while improving client satisfaction. Engaged in performance coaching to elevate team effectiveness and drive engagement.
Overview
16
16
years of professional experience
Work History
AVP Senior Operations Consultant
Bank Of America, N.A.. Global Operations
Charlotte, North Carolina
03.2025 - Current
- Developed automated processes to enhance efficiency of AML and sanctions screening operations.
- Conducted regular reviews of customer screening rulesets, enhancing regulatory compliance.
- Collaborated with legal teams to ensure compliance with regulatory requirements.
- Investigated alerts for suspicious activities generated by the system per established procedures.
- Reviewed screening results and escalated suspicious activities to ensure thorough investigation.
- Performed root cause analyses on operational issues, identifying solutions to prevent recurrence.
- Coordinated with external auditors during periodic reviews of customer screening rulesets.
- Participated in internal audits to evaluate effectiveness of AML and BSA programs.
VP Client Service Senior Manager
JPMorgan Chase Global Corporate Banking
Charlotte, North Carolina
08.2024 - 03.2025
- Oversaw implementation of risk management protocols across banking operations.
- Developed and implemented risk management frameworks for corporate lending activities.
- Managed relationships with external banking partners, ensuring compliance with regulatory requirements.
- Managed a team of over 10 employees, providing guidance and monitoring performance.
- Fostered partnerships with key stakeholders, enhancing service offerings and improving client engagement.
- Facilitated client onboarding for treasury management systems, streamlining transition processes.
- Assisted in implementing new systems for treasury management functions.
- Facilitated team meetings and workshops to align on goals and strategies.
Sr AVP Senior Business Execution Consultant
Wells Fargo Private Bank Legal Specialty Group
New York City, New York
02.2020 - 07.2024
- Managed operational and sales activities across Richmond, Philadelphia, and Washington, D.C. offices, driving regional performance.
- Developed strategic sales initiatives that consistently exceeded targets.
- Monitored sales trends to refine strategies, enhancing overall sales performance.
- Trained new sales representatives on products, services, and effective sales techniques.
- Analyzed risk management frameworks, enhanced compliance, and operational efficiency.
- Reviewed regulatory updates to align organizational practices with risk management protocols.
- Led complex legal projects for high-net-worth clients and trusts, ensuring successful outcomes.
- Conducted comprehensive KYC reviews for clients, ensuring compliance with regulatory standards.
Regional Branch Manager
Wells Fargo Bank
New York City, New York
09.2017 - 01.2020
- Developed and executed branch business plans to maximize growth and achieve customer retention and acquisition objectives.
- Led team of sales professionals, delivering targeted coaching and training to elevate team capabilities.
- Coached and mentored staff to enhance skills and promote a culture of continuous improvement.
- Established a culture of continuous improvement within sales team.
- Developed and controlled sales programs through staffing and training initiatives.
- Worked with internal stakeholders and colleagues to leverage sales, fulfillment and referral opportunities.
- Monitored employee performance to identify areas for improvement and drive development.
- Oversaw employee recruitment, training and onboarding processes.
- Resolved customer-related issues using knowledge of bank services, products and processes.
Regional Branch Manager
Santander Bank
New York City, New York
02.2017 - 07.2017
- Spearheaded branch operations, optimizing efficiency and client satisfaction.
- Developed and implemented business strategies that streamlined branch operations and improved overall efficiency.
- Oversaw customer service protocols that improved client retention rates through consistent service delivery.
- Implemented customer feedback mechanisms, continuously improving service delivery.
- Led team development initiatives that enhanced staff performance and morale, fostering a motivated work environment.
- Set performance goals for staff members and provided ongoing feedback.
- Fostered collaborative work culture using relationship-driven approaches and strong conflict mediation.
- Ensured adherence to company policies and industry regulations at all times.
Service Manager
Wells Fargo Bank
New York City, New York
10.2012 - 11.2016
- Addressed and resolved customer complaints in a timely and professional manner.
- Cultivated positive relationships with customers to foster loyalty and retention.
- Resolved escalated customer issues, working with clients to find suitable solutions and maintain positive relationships.
- Enhanced employee performance through hands-on training and mentoring.
- Monitored employee performance using real-time data and reports.
- Performed regular performance evaluations to deliver feedback and pinpoint improvement areas.
- Addressed business risks through assessments and mitigation strategies.
Lead Teller
Wells Fargo Bank
New York City, New York
04.2012 - 10.2012
- Resolved escalated customer issues, delivering exceptional support to enhance customer satisfaction.
- Handled escalated calls from teller team, achieving complete customer satisfaction.
- Maintained open communication between tellers and management, fostering a cohesive team environment.
- Trained new tellers on company policies, cash handling procedures, and security protocols.
- Identified fraudulent activities, protecting customer accounts and bank assets.
- Developed and maintained strong relationships with bank customers.
- Worked with sales team to enhance visibility of banking services and products.
- Collaborated with other departments within bank to resolve complex issues efficiently.
Teller
Wachovia/Wells Fargo Bank
New York City, New York
09.2010 - 04.2012
- Cross-sold banking products, enhancing customer satisfaction and contributing to bank profitability.
- Delivered customer service by promptly resolving issues, ensuring positive customer experiences.
- Received checks and cash, verifying amounts and checking accuracy of deposit slips.
- Balanced cash drawers with high accuracy at end of each shift.
- Handled sensitive financial documents with care to maintain confidentiality.
- Followed strict security protocols to ensure safety of customer information.
- Trained and supported new tellers, facilitating their transition and proficiency in bank operations.
Education
High School -
Avon Lake High School
Avon Lake, Ohio06-2000
Skills
- AML/BSA/OFAC/KYC compliance
- Risk mitigation
- Operations management
- Sales strategy development
- Client relationship management
- Strategic planning
- Team leadership
- Performance coaching
- Training and development
- Problem solving
- Leadership and change management
- Engaging communication
Timeline
AVP Senior Operations Consultant
Bank Of America, N.A.. Global Operations
03.2025 - Current
VP Client Service Senior Manager
JPMorgan Chase Global Corporate Banking
08.2024 - 03.2025
Sr AVP Senior Business Execution Consultant
Wells Fargo Private Bank Legal Specialty Group
02.2020 - 07.2024
Regional Branch Manager
Wells Fargo Bank
09.2017 - 01.2020
Regional Branch Manager
Santander Bank
02.2017 - 07.2017
Service Manager
Wells Fargo Bank
10.2012 - 11.2016
Lead Teller
Wells Fargo Bank
04.2012 - 10.2012
Teller
Wachovia/Wells Fargo Bank
09.2010 - 04.2012
High School -
Avon Lake High School