Brandon Dixon
Charlotte,NC
Summary
Dynamic banking professional with extensive experience supporting operations for leading financial institutions, including Bank of America, Wells Fargo, and Fifth Third. Possesses a strong background in process improvement, reporting support, risk controls, and enhancing operational efficiency. As a military veteran, exhibits strong analytical skills and a proven track record of translating business needs into actionable operational enhancements. Committed to leveraging data-driven insights to optimize workflow performance and drive strategic decision-making.
Overview
7
7
years of professional experience
Work History
Senior Customer Service Representative – Estate Services
Bank of America
Charlotte, NC
07.2025 - Current
- Process estate account servicing requests ensuring accuracy and regulatory compliance.
- Review legal documentation to validate account changes and distributions.
- Partner with internal teams to resolve account restrictions and processing delays.
- Conducted thorough assessments of operational processes to pinpoint inefficiencies and streamline workflows.
- Maintain accuracy standards while working high volume case queues.
- Document servicing activities to support audit readiness.
Bank Operations Manager
Wells Fargo
Charlotte, NC
09.2024 - 07.2025
- Supported branch operations through reporting and workflow management.
- Helped identify operational gaps and process improvement opportunities.
- Assisted with dashboard reporting used for leadership performance reviews.
- Partnered with internal teams to streamline processes.
- Maintained compliance with operational risk standards.
Senior Personal Banker II
Fifth Third Bank
Charlotte, NC
10.2023 - 08.2024
- Supported client account management and financial product servicing.
- Maintained high transaction accuracy supporting operational controls.
- Assisted with client portfolio analysis and product alignment.
- Documented client interactions and account activity.
Branch Manager
Enterprise Mobility
Charlotte, NC
11.2022 - 10.2023
- Managed operational performance including revenue tracking and cost control.
- Improved branch efficiency through process improvements.
- Monitored operational metrics supporting performance improvement.
- Managed vendor relationships supporting operational continuity.
Petty Officer Second Class
United States Navy
Norfolk, VA
01.2019 - 05.2023
- Managed operational documentation and reporting processes.
- Supported training programs improving team readiness.
- Maintained operational standards and documentation compliance.
Education
Bachelor of Science - Management
University of North Carolina At Pembroke
PembrokeSkills
- Excel proficiency
- Proficient in Microsoft Office
- Financial systems expertise
- Analytical reporting tools
- Operational management systems
- Customer relationship management platforms
- Complaint resolution
- Customer support
- Call control
Timeline
Senior Customer Service Representative – Estate Services
Bank of America
07.2025 - Current
Bank Operations Manager
Wells Fargo
09.2024 - 07.2025
Senior Personal Banker II
Fifth Third Bank
10.2023 - 08.2024
Branch Manager
Enterprise Mobility
11.2022 - 10.2023
Petty Officer Second Class
United States Navy
01.2019 - 05.2023
Bachelor of Science - Management
University of North Carolina At Pembroke
CORE COMPETENCIES
- Operations Analysis
- Process Improvement
- Business Process Support
- Risk & Compliance Controls
- Data Reporting Support
- Workflow Optimization
- Financial Operations
- Documentation & Procedures
- Quality Assurance
- Cross Functional Coordination
ADDITIONAL INFORMATION
- United States Navy Veteran
- Football Scholarship Recipient
- Kappa Alpha Psi Fraternity Inc
- YMCA Youth Coach