Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Israel Morales

Summary

Seasoned Bank Executive highly effective at turning corporate mandates into actionable policies that optimize operations and grow revenue. Resourceful, forward-thinking leader talented at keeping bank at forefront of market. Believe in cultivating management team from within. Results-driven Branch Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.

Overview

10
10
years of professional experience

Work History

VP; Branch Manager

Chase
07.2022 - Current
  • Ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch
  • Direct all aspects of branch operations, grow the deposits and investments of the branch and coach bankers and associate bankers
  • Collaborate with our partners in Chase Wealth Management, Business Banking and Home Lending to provide a seamless experience for our customers
  • Act as the standard bearer of Chase and create a world-class customer experience
  • Build partnerships with local businesses to build the brand in the local market area through strong community involvement
  • Create an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
  • Actively identify, coach, develop, motivate, and support employees so that they can provide superior service to every customer
  • Promote a strong control environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
  • Leverage and understand the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch.

AVP; Financial Center Manager

Bank of America
01.2015 - 07.2022
  • Develops talent, including proactive sourcing of candidates
  • Manages client traffic, engaging and appropriately routing clients and fostering client retention -Manages business results through formalized management routines and coaching-Creates a world class client experience environment -Manages market-level initiative prescribed by market leaders -Drives operational excellence by engaging employees on business strategy -Manages organizational priorities and effective execution.

Phone Banker Team Lead

Wells Fargo
10.2013 - 01.2015
  • Demonstrated an unwavering commitment to customer service, adding new customers while maintaining premium service levels with existing accounts
  • Relationship-building and problem resolution
  • Offered 2nd talk offs for escalated calls.

Education

BBA - Business Management

California State Polytechnic University, Pomona
Pomona, CA
07.2013

Skills

  • Written Communication
  • Flexible and Adaptable
  • Active Listening
  • Organization and Time Management
  • G-Suite
  • Training and Development
  • Multitasking Abilities
  • Self-Motivated
  • Decision-Making
  • Teamwork and Collaboration
  • Teambuilding

Accomplishments

  • Business Development - Initiated two key partnerships which resulted in 25% revenue growth.
  • Exceeded monthly quota 7 times.
  • Awarded “Outstanding” in 2022.
  • Supervised team of 10 staff members.

Languages

Spanish
Native or Bilingual

Timeline

VP; Branch Manager

Chase
07.2022 - Current

AVP; Financial Center Manager

Bank of America
01.2015 - 07.2022

Phone Banker Team Lead

Wells Fargo
10.2013 - 01.2015

BBA - Business Management

California State Polytechnic University, Pomona

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Israel Morales