With strong leadership abilities, excellent communication skills, and problem-solving expertise, I bring a valuable set of skills to the table. Deep understanding of banking operations and proficiency in various banking software and systems allow for navigating complex tasks with ease. Knowledge of regulatory requirements in the banking industry ensures compliance and mitigates risks. Continual growth and development are important, always seeking new challenges and opportunities to expand career. Experience and skills make a valuable asset to any banking team.
Overview
13
13
years of professional experience
Work History
Branch Manager
Bank of America
09.2023 - Current
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Engaged employees in business processes with positive motivational techniques.
Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Developed strategic plans for day-to-day financial operations.
Branch Manager
Chase Bank
09.2019 - Current
Act as the standard bearer of Chase and create a world-class customer experience
Partner with Associate Bankers (legacy Tellers) to make every entrance into the branch a warm and welcome one
Assist bankers and partners in maintaining customer relationships
Educate clients on how to use our digital platforms to bank and invest when, where and how they want
Build partnerships with local businesses to build the brand in the local market area through strong community involvement
Build relationships by promoting a client/customer centered organization and proactively addressing customer needs
Create an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
Address client issues promptly and effectively
Manage and coach branch employees to engage customers
Actively identify, coach, develop, motivate, and support employees so that they can provide superior service to every customer
Work with individual bankers and Associate Bankers (to identify customer needs
Bring out the best in the branch employees by providing training, coaching, and motivating them to become strong culture carriers and collaborators between all lines of business
Promote a strong control environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
Drive deposits & investments growth for the branch
Create branch-specific strategies to grow the business
Use reporting to identify high potential and at-risk customers
Leverage and understand the generated Branch Scorecard to identify drivers and strategies to be successful
Partner with bankers in cultivating new and existing deposits
Create strong partnerships and work with branch partners, including Financial Advisors, Home Lending and Business Banking, to grow deposits and investments
Improve revenues and expenses and grow the business, while exceeding customer expectations.
Member Center Manager
Texas Dow Employees Credit Union
09.2016 - 09.2019
Create and develop team through a positive coaching relationship
Proactively identifies changes in member's life events, banking needs and recommend services and solutions to members to achieve financial and life goals
Proactively seeks out new business opportunities and engage in business development to promote life improving products and services
Accountable for Member Center overall performance
Effectively and clearly communicates expectation, policies and procedures to staff
Proactively manage change to support organizational growth
Accountable for branch completion of all mandatory compliance testing within designated time frame and other compliance assignments
Actively participates in community relations activities and groups to represent the Credit Union
Supports business continuity plans by coordinating disaster recover, security programs, robbery procedures, and the loss/fraud prevention processes and ensures Member Center security process and procedures are adhered to at all times
Owns and executes lending decisions based upon the holistic Member profile
Managing and forecasting the Member Center budget for maximum return on investment
Participates in Fort Bend Chamber and Fort Bend Hispanic Forum community functions, donations, financial education and scholarship giveaways.
Member Champion Team Lead
Texas Dow Employees Credit Union
02.2016 - 09.2016
Empower my team through daily coaching
Works with branch manager on scheduling, operations, prism tickets and reports
Share and review member center production and goals
Provides quarterly one on one's with my team on their performance
Build a working relationship with my team
Manage a successful team that consist of 5
Stay informed on any TDECU policies and procedures to be able to effectively communicate it to my team
Monitor, budget, balancing of expense report
Completes branch operations within compliance
Participates in Fort Bend Chamber and Fort Bend Hispanic Forum community functions, donations, financial education, scholarships giveaways.
Member Champion
Texas Dow Employees Credit Union
07.2014 - 02.2016
Build long term relationships with the members
Ensuring the highest level of customer satisfaction
Ensures policies and procedures are being followed
Creating a positive member experience
Open/close accounts
Provide information regarding credit union services, accounts, promotions
Own our members issues and respond effectively
Maintains full knowledge of TDECU products and services
Completes service line transactions in an accurate and efficient manner
Completes all quarterly compliance training
Follow up with the members in a timely fashion.
Personal Banker/Assistant Store Manager/Service Manager (LO) II
Wells Fargo Bank N.A.
06.2011 - 07.2014
Sell Retail Banking products and services
Manage customer portfolio
Build relationships with our customers
Provides financial and credit services
Have a scorecard with daily sales and referral goals
Resolve difficult customer situations effectively while delivering friendly customer service
Ensuring the highest level of customer satisfaction
Coach platform to ensure store sales and service goals are met
Knowledgeable about Wells Fargo products and services
Provide feedback to ensure consistent team performance and excellent customer service
Managing complex customer concerns and transactions
Consistently ensures compliance with all operational regulations are being followed
Ensures policies and procedures are being followed
Creating a positive customer experience
Responsible for effective scheduling
Managing the teller line
Delegating tasks
Maintaining ethics and integrity
Partner up with store manager to ensure the store success.
Education
2003 DEPARTMENT OF EDUCATION -
Trenton, NJ
Skills
Branch Operations Management
Customer Service
Customer Relationships
Excellent time management skills
Attention to Detail
Excellent work ethic
Team Supervision
Relationship building and management
Client Relationship Management
Strong team-builder
Verbal/written communication
Employee Development
Staff Management
Operations Management
Cash Handling
Team Player
Timeline
Branch Manager
Bank of America
09.2023 - Current
Branch Manager
Chase Bank
09.2019 - Current
Member Center Manager
Texas Dow Employees Credit Union
09.2016 - 09.2019
Member Champion Team Lead
Texas Dow Employees Credit Union
02.2016 - 09.2016
Member Champion
Texas Dow Employees Credit Union
07.2014 - 02.2016
Personal Banker/Assistant Store Manager/Service Manager (LO) II