Dedicated Branch Manager offering 15+ years of financial industry success. Familiar with bank regulations, financial best practices and effective sales strategies. Builds productive relationships to drive business success.
Overview
17
17
years of professional experience
Work History
Vice-President
Wells Fargo Bank, N.A.
11.2023 - 01.2025
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Collaborated with senior management to develop strategic initiatives and long term goals.
Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
Vice-President Branch Manager
Glacier Bankcorp
07.2019 - 08.2023
Supervised branch operations and made continuous improvements in each area.
Helped grow branch from $42million to $103million in client deposits
Utilized up-to-date information to make effective decisions governing bank operations.
Represented bank at community events to establish strong ties and promote business.
Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
Senior Personal Banker
Glacier Bancorp
10.2012 - 07.2019
Cross-sold bank products and services to meet customer needs and provide options.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Educated customers on online banking and mobile banking applications.
Trained new hires on customer service policies and procedures.
Private Banker
Regions Bank
06.2009 - 10.2012
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Helped clients protect assets through variety of strategies.
Developed tailored solutions to meet individual banking needs.
Engaged departments in customer satisfaction initiatives to uplift service ratings.
Helped branch go from bank's lowest Gallup Score of 67% to bank's highest Gallup Score of 99% in customer satisfaction.
GM Shipping Operations
Miami Breaker Inc.
11.2007 - 06.2009
Maintained positive relationships with representatives of UPS, FedEX, USPS, and DHL shipping companies.
Conducted counts and audits of inventories to identify and resolve discrepancies in records.
Operated forklifts, lift trucks, and hand trucks to move items around warehouse.
Prepared shipping documents and invoices, processed payments, and fielded client questions.
Communicated with vendor representatives to resolve damaged shipments and item shortages.
Coordinated driver dispatch to accomplish daily delivery requirements.
Developed and maintained knowledgeable and productive team of employees.
Led improvement initiatives to advance operational efficiencies and increase revenue.
Secured discounts from third-party logistics service providers to deliver substantial cost savings.
Education
No Degree - Finance
Miami-Dade College
Miami, FL
Executive Development Program - Finance
Utah Banker's Association
Salt Lake City, UT
12.2023
Skills
Dependable and Responsible
Organization and Time Management
Excellent Communication
Self-Motivated
Team-building
Teamwork and Collaboration
Bilingual- Fluent in English & Spanish
Goal Oriented
Computer Literate
MS knowledgeable
Consumer Lending
Ability to operate in high-stress/ high-demand work environment
Demonstrate ability to connect with local markets
Affiliations
Notary in the State of Utah 2015- Present
Lions Club- Park City, President 2020 - Present
Rotary International- Glendale, Member 2013 -2020
Timeline
Vice-President
Wells Fargo Bank, N.A.
11.2023 - 01.2025
Vice-President Branch Manager
Glacier Bankcorp
07.2019 - 08.2023
Senior Personal Banker
Glacier Bancorp
10.2012 - 07.2019
Private Banker
Regions Bank
06.2009 - 10.2012
GM Shipping Operations
Miami Breaker Inc.
11.2007 - 06.2009
No Degree - Finance
Miami-Dade College
Executive Development Program - Finance
Utah Banker's Association
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