Bryan Morales
Brooklyn
Summary
Dynamic Store Manager with TD Bank, recognized for driving customer acquisition and enhancing satisfaction through innovative marketing strategies. Bilingual in Spanish and English, I excel in employee management and risk assessment, consistently achieving top branch rankings in NYC. Passionate about team leadership and problem-solving, I foster a culture of excellence and growth.
Overview
11
11
years of professional experience
Work History
Store Manager
TD Bank
Brooklyn
04.2024 - Current
- Ensured compliance with banking regulations while overseeing daily operations.
- Developed branch marketing strategies, resulting in increased customer acquisition.
- Resolved customer complaints, maintaining high satisfaction levels.
- Monitored performance metrics, identifying key areas for improvement.
- Participated in community events to enhance visibility of banking services.
- Created sales action plans to achieve objectives in retention, profit, and lending.
- Ranked among top 10 branches in NYC Market year-to-date.
Branch Manager
CITIBANK N.A
Brooklyn
04.2019 - 04.2024
- Managed staff to clarify work priorities and activities while maintaining high customer service levels.
- Monitored performance to meet branch metrics and implemented action plans to boost customer satisfaction.
- Ensured adherence to risk and controls through daily utilization of Branch Planning Tool.
- Identified training needs and career progression opportunities, partnering with staff for professional development plans.
- Conducted performance evaluations, compensation reviews, hiring processes, disciplinary actions, and terminations.
- Led sales huddles and meetings focused on achieving branch goals.
- Collaborated with partners to enhance in-house experiences tailored to client needs.
Personal Banker
CITIBANK N.A
NYC
05.2016 - 04.2019
- Help customers open and manage their bank accounts and finances.
- Advise clients on financial services and resolve issues.
- Manage the relationship between the client and the bank to help deepen their relationship through products and services.
- Lead team in sale huddles and meetings around branch goals and how we can achieve them.
- Work with partners to enhance the in house experience to fit the client’s needs.
Technology Education Agent
GEEK SQUAD
NYC
11.2014 - 05.2016
- Through asking the right questions, provide a solution that will fit the client’s needs best.
- Answer incoming technical support calls from residential and small business customers in both English and Spanish.
- Troubleshoot systems and work with customers to determine needed hardware or software changes.
- Provide 1-on-1 training for clients who want to learn more about their device.
Education
Associate's Degree - Electrical Engineering
TCI College
NYC, NYSkills
- Bilingual in Spanish and English
- Employee Management
- Sales Strategy
- Customer Acquisition
- Team Leadership
- Risk Assessment
- Effective Communication
- Problem Solving
Timeline
Store Manager
TD Bank
04.2024 - Current
Branch Manager
CITIBANK N.A
04.2019 - 04.2024
Personal Banker
CITIBANK N.A
05.2016 - 04.2019
Technology Education Agent
GEEK SQUAD
11.2014 - 05.2016
Associate's Degree - Electrical Engineering
TCI College
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