CATARINA MATOS
Jackson
Summary
Dynamic leader with a proven track record at Citizens Bank and Investors Bank, excelling in performance management and customer service. Mastered compliance and risk management, significantly enhancing client satisfaction and team performance. Skilled in Microsoft Office and Salesforce, adept at driving sales growth and fostering a motivated team environment.
Overview
9
9
years of professional experience
Work History
Branch Manager
Citizens Bank
East Brunswick
04.2021 - 03.2026
- Directed daily branch operations, leading the team to exceed monthly sales goals.
- Led team in providing exceptional customer service and resolving client inquiries.
- Boosted client satisfaction rates through personalized attention to their financial needs.
- Promoted high employee morale, reducing turnover and enhancing customer satisfaction.
- Coached and developed team of 4 staff members, enhancing their skills and performance.
- Developed a high performing team by recruiting top talent, providing ongoing staff development and promoting a healthy work environment.
- Cultivated community relationships, resulting in increased local business engagement.
- Managed the branch budget efficiently and effectively.
- Achieved regulatory compliance by ensuring adherence to industry standards and guidelines related to risk management.
Board Member
Raritan Bay Area YMCA
Perth Amboy
04.2021 - 11.2025
- Attended board meetings to discuss company policies and issues, performance reports, and future endeavors.
Assistant Branch Manager
Investors Bank
Perth Amboy
01.2017 - 04.2021
- Performed daily branch operations including opening and closing procedures, customer service, cash management and administrative duties.
- Directed daily branch operations, leading the team to exceed monthly sales goals.
- Provided leadership to ensure the highest level of customer service was achieved through coaching, training and mentoring staff members.
- Maintaining the highest level of customer service in all actions and interactions.
- Assisting the Branch Manager in day-to-day operations, including training in regulatory compliance requirements.
- Coordinated and delegated tasks to team members.
- Provide sales leadership to ensure branch growth.
Education
High School -
Union High School
Union06-2004
College -
Union County College
CranfordSkills
- Sales and Lending
- Performance Management
- Risk Management
- Compliance Management
- Audit Procedures
- Operational standards
- Budgeting
- Microsoft Office proficiency
- Salesforce
- Touchpoint
- Digital One
- Cash handling
- Leadership
- Team motivation
- Customer support
- Excellent communication skills
- People oriented
Community Service
Board Member, Raritan Bay Area YMCA, Perth Amboy, New Jersey, 04/01/21, Present, Participated in board meetings to discuss company policies and issues, performance reports, and future endeavors.
Languages
- Spanish
- Portuguese, Fluent
- Spanish, Fluent
Languages
Spanish
Professional
Portuguese
Professional
Timeline
Branch Manager
Citizens Bank
04.2021 - 03.2026
Board Member
Raritan Bay Area YMCA
04.2021 - 11.2025
Assistant Branch Manager
Investors Bank
01.2017 - 04.2021
High School -
Union High School
College -
Union County College