BRODRIQUE MOORE
Summary
Accomplished financial professional with expertise in risk management and financial analysis, honed at First Interstate Bank. Proven track record in boosting client satisfaction and achieving 230% core deposit growth. Leverages strong interpersonal skills and analytical thinking to deliver tailored financial solutions and drive strategic initiatives.
Overview
16
16
years of professional experience
Work History
Financial Services Advisor III
First Interstate Bank
12.2022 - 08.2023
- Increased client satisfaction by providing accurate and timely financial advice tailored to individual needs.
- Streamlined financial planning processes for improved efficiency and effectiveness in advising clients.
- Developed comprehensive financial plans with clear goals, helping clients achieve their long-term objectives.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Managed investment portfolios, ensuring optimal asset allocation based on risk tolerance and objectives.
- Assisted clients in navigating complex financial topics, making informed decisions about their futures.
- Maintained up-to-date knowledge of regulatory requirements, keeping clients compliant while maximizing returns.
Branch Manager/Vice President
Truist Bank
04.2022 - 12.2022
- Resolved issues and recommended actions based on production and compliance reports.
- Identified and resolved issues between employees, promoting better collaboration and mutual respect.
- Drove short-term and advanced promotional initiatives and planning processes.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Increased workflow by analyzing data and maximizing opportunities for improved productivity across several areas.
- Mitigated regulatory risks by overseeing adherence to insurance and safety regulations.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Established performance goals for department and outlined processes for achievement.
- Led operational team in development, rollout and management of new product lines.
- Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.
- Employed strong program management skills to successfully define and manage ongoing initiatives designed to control operational risks.
- Taught employees how to control risks at front line.
- Performed in-depth research and investigations and recommended strategies to resolve problems and prevent further concerns.
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
Merchant Risk Consultant
PayPal
02.2019 - 05.2021
- Conducted holistic risk reviews of Merchants in the Business Seller Segment through various workflows.
- Interacted proactively and educated merchants while making strong decisions which balanced Risk and Experience.
- Served as credible partner that makes sound decisions.
- Used critical thinking to understand full Merchant Life Cycle evaluating Identity, Intent, Business Model, and Financial Stability of merchants.
- Developed full “merchant story” within review process to validate and understand Merchants situation.
- Managed Several Roles- Risk, Relationship Manager, Sales, Negotiator, and Investigator
- Effectively communicated outcomes, built relationships and consulted with Merchants
- Executed analysis of risks and identified risk mitigation strategies.
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
- Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.
- Employed strong program management skills to successfully define and manage ongoing initiatives designed to control operational risks.
- Developed and controlled execution of reporting and analytics for multiple operations departments.
- Analyzed portfolios and identified risk factors, facilitating reduction of delinquencies on new volumes and recommending risk-adverse underwriting strategies.
- Implemented financial risk management policies, limits and strategies that complied with standards and strategic imperatives of organization.
Branch Manager
U.S. Bank
10.2017 - 02.2019
- Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options.
- Developed strategy to achieve target sales goals.
- Trained and mentored highly effective teams to meet corporate service standards.
- Implemented operational improvements to increase efficiency and reduce labor costs.
Evaluated credit application to determine risk factors and financial feasibility.
- Built client rapport through frequent individualized recommendations for financial products and services.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Actively recruited and oversaw training for all new branch employees.
- Developed annual branch business plan for maximum profitability and effectiveness.
- Performed daily maintenance of loan applicant database
- Annual award for Pinnacle Performer achieving 269% of goal
- Maintained friendly and professional customer interactions.
Senior Banker
US Bank
11.2016 - 10.2017
- Actively recruited and oversaw training for all new branch employees
- Developed annual branch business plan for maximum profitability and effectiveness
- Adhered to all federal and state compliance guidelines for retail mortgage lending
- Performed daily maintenance of loan applicant database
- Educated customers on variety of loan products and available credit options
- Provided expert financial advice on mortgage, educational and personal loans. Increased core deposit growth by 151 % of annual goal
Financial Services Consultant
Bank Of The West
11.2015 - 11.2016
- Bank of the West Omaha, NE Increased core deposit growth by 230.14% of annual goal
- Performed daily maintenance of loan applicant database
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans
- Received President's Club Award for a 436.95% rate of closed loans
- Educated customers on variety of loan products and available credit options
- Provided financial analysis reports of commercial real estate, borrower's financial statements, lease reviews and market research
- Exceeded quarterly sales goals by 233.54%
- Monitored more than 400 client relationships quarterly
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Branch Manager
Wells Fargo
07.2014 - 11.2015
- Wells Fargo Omaha, Nebraska Responsibilities include hiring, training, coaching and developing highly engaged service team
- Actively maintains superior level of customer service while ensuring consistent performance achieving goals as team as well as individual
- Consistently ensures compliance with all operational regulations, sales and service processes, policies and procedures, and completion of compliance requirements
- Manages lobby and teller line to ensure positive customer experience
- Selected Accomplishments Improved Customer Experience Scores by 41.25% by re-engaging team, decreasing resignations and improving morale among staff
- Developed team to be efficient with transactions while building relationships with community
- Improved sales in branch leading team from last in region (July 2014) to achieve top of Region honors for months of June/July/August-2015 by establishing processes, setting standards, and motivating through positive coaching and frequent recognition
- In Branch Managers absence, demonstrated ability to achieve high sales goals while maintaining responsibility to all operational regulations and compliance task by passing yearly (Security Operational Control Regulations) audit upon first review
- June 2015) in Omaha, Nebraska
Personal Banker
Wells Fargo
04.2013 - 07.2014
- Responsible for developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities and achieve optimal sales standards Manage customer portfolios and assessed customer needs Use profiling analysis tools to identify cross sell opportunities
- Perform community outreach by conducting educational seminars Sell retail banking products and services to existing and prospective customers Selected Accomplishments Twice Wells Fargo Customer Experience STAR (July 2013,April 2014) Wells Fargo 3/3 Perfect Customer Surveys (individual survey results ceased July 1st, 2013)
Customer Sales and Service Representative
Wells Fargo
12.2012 - 04.2013
- Omaha, Nebraska Built strong and valuable rapport through daily interaction and support to new and existing customers Provided prompt superior customer service to ensure customer retention and sales support Proactively serviced mass-market customers
- Responsible for reaching out to customers to assist and educate on needs and available products and services
- Handled cash transactions based on daily business requirements Selected Accomplishments Wells Fargo Customer Experience STAR Wells Fargo 5/5 Perfect Customer Surveys
Teller
Wells Fargo
07.2012 - 12.2012
- Wells Fargo Omaha, Nebraska Introduced customers to new products and services
- Responsible for identifying and generating leads for sales team members Processed 20-25 customer transactions hourly with great emphasis on detail Processed safe deposit, merchant/vault, ATM, bonds, foreign currency and night drop transactions Worked independently at peak times to ensure customer satisfaction Selected
- Accomplishments Wells Fargo Regional Customer Experience Nominee and Winner Wells Fargo Regional Sales Challenge Winner for 3rd quarter-2012 Wells Fargo 10/10 Perfect Customer Surveys Achieved
- Top Incentive Level Gold First in region (Kansas, Nebraska, Missouri, South Dakota) for Outstanding Sales and Customer Experience
Assistant Manager
Dollar General
09.2011 - 06.2012
- Process shipments and ensure accuracies of deliveries.
- Assist Store Manager with interviews, hiring,and training new hires on job responsibilities.
- Review daily sales reports to ensure performance are up to standards.
- Review inventory to manage loss prevention.
- Oversaw retail operations to ensure customer satisfaction
Assistant Youth Pastor
Forest Hill Church
06.2007 - 08.2007
- Assisted Pastor with programs to help teach middle school aged congregation
- Responsible for collecting, depositing, and logging all monetary funds given to program
- Lead and created studies for young teens
- Collected invoices and processed payments in timely manner
Skills
- People-oriented and energetic
- Effective communication
- Time management
- Strong work ethic
- Interpersonal skills
- Complex problem solving
- Risk identification and management
- Sales expertise
- Financial analysis and asset allocation
- Analytical thinking
Accomplishments
- Originated over $2 Million a year in loan volume through professional networking, loan reviews and marketing, and consistent outbound calling.
- Created strategies to develop and expand existing customer service techniques, resulting in a 57% increase in annual customer service scores.
- Multiple awards for annual and quarterly performance on district and regional level.
- Improved employee satisfaction and reduced turnover by over 30%
- Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.
- Repeatedly received recognition from superiors for excellence in service.
Timeline
Financial Services Advisor III
First Interstate Bank
12.2022 - 08.2023
Branch Manager/Vice President
Truist Bank
04.2022 - 12.2022
Merchant Risk Consultant
PayPal
02.2019 - 05.2021
Branch Manager
U.S. Bank
10.2017 - 02.2019
Senior Banker
US Bank
11.2016 - 10.2017
Financial Services Consultant
Bank Of The West
11.2015 - 11.2016
Branch Manager
Wells Fargo
07.2014 - 11.2015
Personal Banker
Wells Fargo
04.2013 - 07.2014
Customer Sales and Service Representative
Wells Fargo
12.2012 - 04.2013
Teller
Wells Fargo
07.2012 - 12.2012
Assistant Manager
Dollar General
09.2011 - 06.2012
Assistant Youth Pastor
Forest Hill Church
06.2007 - 08.2007