Summary
Overview
Work History
Education
Skills
Timeline
AssistantManager
Carlos Jules

Carlos Jules

Upper Darby,PA

Summary

Dynamic individual with hands-on experience in banking and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Enterprising manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations.

Overview

12
12
years of professional experience

Work History

Branch Manager

Citizens Bank
01.2021 - Current
  • Represent the bank at community functions to market and to promote bank’s products and services
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Evaluate employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.

Assistant Branch Manager

Citizens Bank
01.2019 - 01.2021
  • Led the branch to achieve high customer satisfaction scores
  • Established Partnerships with local businesses
  • Monitored vaults to ensure cash balances were accurate within limits
  • Assisted in ensuring the branch is following federal laws and regulations
  • Supervised team of 8 branch employees and made recommendations regarding performance evaluations.

Universal Banker

Citizens Bank
01.2017 - 01.2020
  • Conducted needs assessments to better understand clients’ needs and recommend products and solutions based on findings
  • Applied and closed personal, and home equity loans for customers
  • Opened new accounts
  • Developed and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services

Lead Teller Supervisor

Wells Fargo
01.2013 - 01.2016
  • Processed financial transactions such as checks cashing, savings, and checking deposits, withdrawals, credit cards and loans payments and performing various back-office functions
  • Replenished ATM funds in empty canisters prior to validation process.
  • Boosted branch sales with proactive product recommendations based on customer needs.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
  • Exceeded cross-selling goals by effectively communicating product benefits tailored to customers'' unique financial situations.

Education

High School Diploma -

Inglewood High School
Inglewood, CA
06.2004

Skills

  • Branch Operations Management
  • Customer Service
  • Customer Relationships
  • Excellent time management skills
  • Coaching and Mentoring
  • Strong team-builder

Timeline

Branch Manager

Citizens Bank
01.2021 - Current

Assistant Branch Manager

Citizens Bank
01.2019 - 01.2021

Universal Banker

Citizens Bank
01.2017 - 01.2020

Lead Teller Supervisor

Wells Fargo
01.2013 - 01.2016

High School Diploma -

Inglewood High School

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Carlos Jules