Carlos A. Duverge
Jacksonville
Summary
Professional manager with significant expertise in overseeing complex projects and ensuring timely delivery. Skilled in strategic planning, budget management, and risk assessment. Strong focus on team collaboration, fostering results-driven environment, and adapting to changing needs. Known for reliability, leadership, and effective communication.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Branch Manager/Assistant Vice President
Regions Bank
01.2021 - Current
- Provide oversight of branch operational and compliance related tasks
- Support entire banking facility by providing guidance and coaching to all team members
- Provide optimal customer service experience and resolve escalated customer and associate issues
- Oversee all business transactions and practices within a span of control, while ensuring compliance with all regulations, bank policies, procedures and internal audits requirements
- Monitor small business activities including but not limited to Enhanced Due Diligence, KYC, check and deposit fraud, unusual account activities, structuring and Anti-money Laundering red flags
- Maintain relationship with line of Business partners and refer customers to a team of experts such as Mortgage, Commercial Business Banking, and Private Wealth
- Responsible for scheduling the entire team, assisting with creating strategic plan to meet goals and delegating daily tasks
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Specialty Member Advisor
State Employees’ Credit Union Of Maryland
06.2018 - 10.2019
- Provide excellent customer service while assisting consumer and business customers on a daily basis
- Uncover needs and provide the best solutions to affluent consumers, and small business customers
- Identify investment opportunities and refer investment to Financial Advisor
- Provide coaching to junior bankers and provide feedback on a regular basis
Project Manager
- Oversee all aspects of the building process, establish timetables, and determine labor and material costs
- Responsible for ensuring the project was completed on budget and within scope
- Responsible for managing a team of seven employees, and multiple vendors
- Responsible for maintaining a safe working environment, and meeting OSHA general industry and construction standards
- Responsible for developing and maintain longstanding client and vendor relations
Personal Banker II (also Teller, CSSR, and Personal Banker)
Wells Fargo Bank, N.A.
08.2009 - 06.2018
- Created a positive experience through clarity, simplicity and guidance for customers
- Delivered financial products and services to diverse clientele by asking questions and identifying financial needs in order to provide best recommendations
- Collaborated with entire branch team by supporting and educating other bankers/tellers and modeling proactive change adoption behaviors
- Established great partnerships with the Financial Advisor, Business banking, and Mortgage Representative
- Top three CSSR for5 consecutive quarters, top STAR performer
- Achieved top STAR banker two years in a row
Education
Computer Science
Strayer University
Takoma Park, MDSkills
- Bilingual: Spanish
- Excellent Oral and written skills
- Goal Oriented
- Problem-Solving skills
- Software proficiency: Microsoft Access, Office, & SharePoint
- Project planning
- Strong analytical and decision-making skills
- Project management
- Relationship building
- Team collaboration
- Performance management skills
- Time management skills
- Strong analytical and communication skills
- Interpersonal and communication skills
Certification
- Moody's Analythic Business Acumen Certification
- Moody's Analythic Business Lending Fundamentals Certification
- FINRA Series 6
- NASAA Series 63
Languages
Spanish
Full Professional
Timeline
Branch Manager/Assistant Vice President
Regions Bank
01.2021 - Current
Specialty Member Advisor
State Employees’ Credit Union Of Maryland
06.2018 - 10.2019
Personal Banker II (also Teller, CSSR, and Personal Banker)
Wells Fargo Bank, N.A.
08.2009 - 06.2018
- Moody's Analythic Business Acumen Certification
- Moody's Analythic Business Lending Fundamentals Certification
- FINRA Series 6
- NASAA Series 63
Project Manager
Computer Science
Strayer University
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