GABRIEL PEREZ
Hackensack,NJ
Summary
Results-driven Banking Manager with over 15 years of experience in retail banking and district-level operations. Proven expertise in leading high-performance "roving" teams and maintaining operational excellence across multiple branch locations. A strategic leader adept at utilizing data analytics to drive sales performance, mentoring diverse teams in complex environments, and ensuring 100% compliance with federal regulations and corporate risk programs.
Overview
16
16
years of professional experience
Work History
Roving Banker Manager
Wells Fargo
Paramus NJ
04.2025 - Current
- Strategic Team Leadership: Lead and coach a high-performance roving banker team, specializing in rapid deployment and mentorship to ensure consistent sales techniques and service behaviors across the district.
- Operational Agility & Resource Allocation: Optimize district-wide staffing by managing complex scheduling and logistics for multiple branches, successfully mitigating the impact of banker absences and high-volume periods.
- Performance Optimization through Analytics: Leverage data analytics to monitor key metrics and identify localized trends, implementing targeted solutions that improve both branch efficiency and the customer experience.
- Cross-Functional Partnership: Collaborate with District Managers and branch leadership to diagnose operational gaps and deploy roving personnel as a strategic solution for branch stabilization.
- Risk Mitigation & Compliance: Ensure 100% adherence to all corporate risk programs, federal regulations, and internal policies across diverse branch environments while maintaining audit readiness.
Regional Branch Manager
Wells Fargo Bank, N.A.
Wayne, NJ
11.2012 - 04.2025
- Utilized data analytics to evaluate marketing campaigns' effectiveness and optimize resources allocation accordingly.
- Developed strategic plans outlining short-term and long-term goals; identified resources needed to achieve desired results.
- Coordinated cross-functional teams across multiple locations to successfully implement new products and services into the marketplace.
- Monitored competitor activity within the region, identifying opportunities for improvement or growth potential.
- Evaluated employee performance through one-on-one meetings and reviews; provided constructive feedback and recognition when appropriate.
Financial Sales Consultant
PNC Bank, NA
Emerson, NJ
06.2010 - 10.2012
- Sole custodian responsible for running the branch in every facet from opening to closing, taking transaction on both platform and teller side while crossing selling and achieving sales goals.
- Marketing, Sales, Customer Services and Loan Manager and achieving top sales number in all categories in region and being recognized at year end celebration.
- Part of an aggressive sales orientated environment where one would have to go out and get customers and overcome their objections on a daily basis, achieving goals in deposit accounts, loan application and volume and investments.
- Providing existing customers with solutions and crossing selling products that best match their needs, achieving top scores in district.
Education
Bachelor of Science - Finance
Montclair State University
NJ12-2009
Skills
- Business development expertise
- Relationship building and management
- Goals and performance
- Verbal communication
- Written communication
- Employee Development
Timeline
Roving Banker Manager
Wells Fargo
04.2025 - Current
Regional Branch Manager
Wells Fargo Bank, N.A.
11.2012 - 04.2025
Financial Sales Consultant
PNC Bank, NA
06.2010 - 10.2012
Bachelor of Science - Finance
Montclair State University