Summary
Overview
Work History
Education
Accomplishments
Certification
Languages
Additional Information
Timeline
Generic

DORIAN WAND

Austin,TX

Summary

Strategic and results-driven branch leader with over 14 years of progressive leadership experience in retail banking. Proven track record of driving branch performance and fostering high-performing teams. Adept at implementing operational excellence, ensuring regulatory compliance, and building strong community and client relationships. Skilled in financial analysis, sales management, risk mitigation, and employee development. Committed to delivering exceptional customer service and achieving sustainable growth through strategic planning and execution; known for leading constructive and cooperative working relationships within team setting. Well-grounded with experience, building solid teams to meet business needs and achieve demanding financial targets.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Branch Leader III

Truist Bank
Austin, TX
05.2021 - Current
  • Led team-building initiatives aimed at improving morale among branch employees.
  • Directed and supervised branch operations, ensuring compliance with established policies and procedures.
  • Managed daily operational activities such as opening and closing procedures, cash handling, security protocols.
  • Assisted with recruitment processes by screening resumes, scheduling interviews.
  • Reviewed employee performance evaluations on a regular basis and provided feedback accordingly.
  • Prepared weekly reports detailing sales activity, customer feedback, staffing issues.
  • Ensured customer service standards were met or exceeded through personal engagement with customers.
  • Provided leadership to all staff members in the branch, including coaching, mentoring and training.
  • Resolved customer complaints in a timely manner while maintaining high levels of customer satisfaction.
  • Conducted regular meetings with staff members to review progress on projects and discuss upcoming tasks.
  • Designed sales and service strategies to improve revenue and retention.

Senior Relationship Banker

BB&T
Austin, TX
02.2018 - Current
  • Business development
  • Market Leader Training Program
  • Accounting knowledge, loan closings proficiency
  • Serve as primary contact for new account openings and cross-sell other products.
  • Support team sales process by acting upon or referring identified client needs to other lines of business.
  • Weekly prospecting to generate growth.
  • Weekly calling plans to retain current clients.
  • Adhere to internal controls, operational procedures and risk management policies.
  • Perform teller transactions such as accepting deposits and loan payments.
  • Perform opening and closing procedures.

Personal Banker

Citibank
Miami, FL
04.2013 - 12.2017
  • Engage clients with exceptional service by executing financial transactions in accordance with bank policies and procedures while proactively defining and exceeding client needs.
  • Proactively engage clients on utilizing available access channels such as ATMs, Online, Mobile, and Telephone Banking.
  • Assist customers in selection of various accounts and financial services.
  • Process new account transactions.
  • Cross-selling the Bank's products and services.
  • Branch opening. Performing branch clerical duties. 
  • Knowledge and skill in the areas of teller, vault,and safe deposit.
  • Make educated referrals to business partners including Investments, Mortgages and  Merchant Services.

Operations Supervisor

Citibank
Miami, FL
03.2011 - 04.2013
  • Teller coaching on a daily basis.
  • Meeting monthly sales goals.
  • Reviewing tellers work and operations within limits.
  • Book keeping for the vault.
  • Monthly file exchange within bank procedures.
  • Place cash orders once or twice a week depending on customer needs.
  • Replenish ATMs and balance all ATMs once a month.

Education

Bachelor of Science -

Florida International University
Miami, FL
2016

Accomplishments

  • Truist Performance Award 2022/2024
  • 2024 Home Run Club
  • TABS Ambassador 2024
  • Light House Project Captain 2024

Certification

Notary Public State of Texas NOTARY ID# 131948320

NMLS ID: 1089949

BNI- Board Member- Social Coordinator/ Business Voices

Languages

Fluent in English and Spanish.

Portugese (Intermediate)

Additional Information

  • Excellent verbal and written abilities.
  • Microsoft Word, Excel, PowerPoint
  • Natural leadership ability.
  • Effective in a team environment and adaptable to roles.
  • Strong desire for progressing within my field of employment.
  • Will to learn and systematically perform tasks according to rules and regulation.

Timeline

Branch Leader III

Truist Bank
05.2021 - Current

Senior Relationship Banker

BB&T
02.2018 - Current

Personal Banker

Citibank
04.2013 - 12.2017

Operations Supervisor

Citibank
03.2011 - 04.2013

Bachelor of Science -

Florida International University

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DORIAN WAND