Daniel S. Estrada
Camarillo,Ca
Summary
Proactive Branch Manager with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Results-driven experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
21
21
years of professional experience
Work History
VP, Branch Manager
U.S. Bank
01.2021 - Current
- Increased company growth through collaboration with sales and marketing departments
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies
- Engaged employees in business processes with positive motivational techniques
- Created strategies to develop and expand existing customer relationships, resulting in increase in annual revenue
VP, Branch Manager
Montecito Bank and Trust
07.2017 - 03.2020
- Oversaw day-to-day business and operational activities by establishing goals, objectives, standards of performance and policies and procedures.
- Implemented best practice standards for billing resulting in substantial reduction of accounts receivable delays.
- Designed and introduced leadership development, coaching and team management model, resulting in promotion of employees into increased levels of responsibility.
- Produced monthly financial reports like income statements, balance sheets and cash flow statements for presentation to board of directors.
VP, Branch Manager
MUFG Union Bank
08.2012 - 07.2017
- Increased efficiency by analyzing data and maximizing opportunities for improved productivity across several areas.
- Resolved escalated customer issues and boosted retention rates.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Promoted high morale and staff retention through dynamic communication, prompt problem resolution, proactive supervisory practices and facilitation of positive work environment.
Customer Service Manager
Bank Of America
08.2003 - 08.2012
- Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
- Devised and published metrics to measure organization's success in delivering world class customer service.
- Reconciled cash drawer and resolved discrepancies.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Education
Bachelor of Arts - Sociology
California State University - Northridge
2012
Skills
- Staff Training and Development
- Performance metrics analysis
- Business process optimization
- Effective Communication Techniques
- Internal Audit Understanding
- Operational Efficiency
- Customer Service
- Client Relationship Building
- Sales Leadership
Languages
Spanish
Full Professional
Timeline
VP, Branch Manager
U.S. Bank
01.2021 - Current
VP, Branch Manager
Montecito Bank and Trust
07.2017 - 03.2020
VP, Branch Manager
MUFG Union Bank
08.2012 - 07.2017
Customer Service Manager
Bank Of America
08.2003 - 08.2012
Bachelor of Arts - Sociology
California State University - Northridge