Summary
Overview
Work History
Education
Skills
Timeline
Generic
DIANA ZERMENO

DIANA ZERMENO

Milwaukee,WI

Summary

Multi- Talented Business leader brining over 10 years of experience in customer service, sales, and am a successful strategic problem solver. I am extremely passionate and inspired by motivating others to grow and achieve both career and financial goals. I strive to be active in the community and give back by providing knowledge and guidance through financial literacy.

Overview

10
10
years of professional experience

Work History

Bank Manager I

BMO Bank N.A
Wauwatosa , WI
2023.09 - Current
  • Build new and maintain existing relationships with community leaders by partnering in the community.
  • Organized outreach activities such as Bank at Work events to engage members of the community and promote awareness of available resources.
  • Meet closely with local Business owners to provide guidance and financial literacy by conduct 2-3 Meeting in the box events Quarterly.
  • Work hand in hand with internal business partners to refer and maximize opportunity and best meet customers needs.
  • Train,Develop, and engage a large team in a complex flagship branch.

Bank Manager II

BMO Harris Bank
Milwaukee , WI
2019.02 - 2023.09
  • Created and maintained a positive work environment within the branch.
  • Created Sales action plan to consistently meet employee retention, customer experience, profit and lending goals.
  • Networked with industry contacts and Non-Profits Leaders to maximize exposure.
  • Grow and Strengthen team members capabilities by providing coaching, and guidance to develop individual career and individual development plans.
  • Year over year Continuously grew Branch Customer Experience score reached score of 95.

Universal Banker

BMO Harris Bank NA
Milwaukee , WI
2014.12 - 2019.03

• Build new and maintain existing customer relationships by finding helpful conversation cues to personalize services

• Engage in outbound calling and needs assigned by Bank Manager for alternative products, channels, and other lines of business

• Actively participate in community activities that may generate new customer leads and support Bank’s overall goals and initiatives

• Banker duties such as data entry, loan application, account opening and processing, wire transfers, etc

• Wisconsin State Notary

Education

Some College (No Degree) -

- UW Milwaukee

Skills

  • Relationship Building
  • Motivated Leader
  • Communication
  • Community involvement
  • Ambitious
  • Coaching
  • Decision-Making
  • Team Building Leadership
  • Native Spanish Speaker

Timeline

Bank Manager I

BMO Bank N.A
2023.09 - Current

Bank Manager II

BMO Harris Bank
2019.02 - 2023.09

Universal Banker

BMO Harris Bank NA
2014.12 - 2019.03

Some College (No Degree) -

- UW Milwaukee
DIANA ZERMENO