Catarina DeSousa
South River,NJ
Summary
Results-driven banking leader with over 10 years of progressive management experience at Wells Fargo. Proven track record of driving branch performance, developing high-performing teams, and delivering exceptional customer experiences. Strong operational, sales, and leadership expertise with a focus on district-level performance, talent development, and strategic growth.
Overview
11
11
years of professional experience
Work History
Regional Branch Manager
Wells Fargo
Edison, NJ
04.2022 - Current
- Lead and manage a team of 6–12 employees, driving performance across sales, service, and operational goals
- Coach, mentor, and develop team members, building a strong internal talent pipeline
- Successfully mentored 5 Branch Manager trainees who now independently lead their own branches
- Developed and advanced 4 Personal Bankers into Relationship Bankers and Senior Premier roles; mentored one into a Financial Advisor position
- Drive business growth through community engagement, client relationship management, and strategic planning
- Monitor branch performance metrics and implement targeted action plans to improve productivity and efficiency
- Ensure strict adherence to compliance, risk management, and regulatory standards
Service Manager
Wells Fargo
Spotswood, NJ
05.2020 - 04.2022
- Supervised branch service operations, ensuring high-quality customer interactions and efficient workflow
- Coached and mentored team members, contributing to improved performance and internal promotions
- Supported sales initiatives by identifying customer needs and recommending financial solutions
- Managed operational risk, audit readiness, and compliance with company policies
- Contributed to improved customer satisfaction and operational consistency
Lead Teller
Wells Fargo
North Brunswick, NJ
10.2015 - 05.2020
- Supervised daily operations of teller line to ensure compliance with policies and procedures.
- Trained and mentored new tellers, enhancing team performance and customer service skills.
- Managed cash handling processes, improving accuracy in transactions and reducing discrepancies.
- Implemented process improvements that increased efficiency in transaction processing time.
- Resolved complex customer inquiries, fostering strong relationships and promoting client loyalty.
- Collaborated with management to develop training programs for ongoing staff development initiatives.
Education
High School Diploma -
South River High School
South River, NJSkills
- Team Leadership & Development
- Sales & Performance Management
- Talent Development & Succession Planning
- Operational Excellence
- Customer Experience Strategy
- Risk & Compliance Management
- Strategic Planning
- Coaching & Mentoring
Languages
Spanish
Full Professional
Portuguese
Native or Bilingual
Timeline
Regional Branch Manager
Wells Fargo
04.2022 - Current
Service Manager
Wells Fargo
05.2020 - 04.2022
Lead Teller
Wells Fargo
10.2015 - 05.2020
High School Diploma -
South River High School