JESSE GARCIA
Cathedral City,CA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
30
30
years of professional experience
Work History
Branch Manager
PNC Bank
11.2023 - 04.2024
- Lead a staff of four in a moderate size branch
- Plan daily operations assignments with staff
- Monitor service quality metrics to identify improvement areas and ensure timely case resolution
- Manage customer questions, complaints, and concerns
- Oversee and coordinate branch sales and operations metrics
- Schedule 1 X 1 sessions with staff to provide feedback on observations, coach and mentor staff.
Division Operations Manager, Director
U.S. Bank, N.A. (Formerly MUFG Union Bank, N.A.)
01.2019 - 01.2023
- Oversaw branch banking operations for 62 branches in the Greater Orange County market
- Led team of Division Operations Officers in organizing, planning, and managing daily tasks and operations of division
- Evaluate business line performance and identify areas of improvement
- Research, develop, and initiate strategic initiatives to achieve maximum client and employee satisfaction and operating efficiency
- Collaborate with departments to drive client service initiatives and build trust by promoting products and services
- Formulate and recommend production, service, and operational strategies
- Craft business responses during major incident interruptions within system or failures with vendors and technology departments
- Updated operating manuals and policies to improve processes and create operational efficiencies
- Oversaw team of Division Operations Officers branch opening/closures to ensure a smooth transition
- Acted as Operational Lead in many remediation efforts/Projects.
Division Operations Officer–Director
U.S. Bank, N.A. (Formerly MUFG Union Bank, N.A.)
01.2010 - 01.2019
- Partnered with Regional Manager, Regional Director, and Quality Assurance teams to identify areas for improvement within the region
- Implemented division enterprise strategies to drive operational integrity and risk mitigation within retail, private, and wealth segments of the bank
- Evaluated operations control process effectiveness through monitoring, site visits, and certification reviews for branch adherence to current policies, procedures, and regulatory requirements.
Business Systems Analyst-Vice President
U.S. Bank, N.A. (Formerly MUFG Union Bank, N.A.)
01.2008 - 01.2010
- Provided support for branch teller systems and new account opening applications
- Created business requirements for systems updates as requested and developed testing scripts for the testing support team
- Assisted with branch integration and system conversion for FDIC acquisition of Frontier Bank.
Branch Service Manager-Assistant Vice President
U.S. Bank, N.A. (Formerly MUFG Union Bank, N.A.)
01.2001 - 01.2008
- Led 23 people in a successful branch (10% highest volume branch)
- Planned daily operations assignments with staff
- Monitored service quality metrics to identify improvement areas and ensure timely case resolution
- Managed customer questions, complaints, and concerns
- Oversaw and coordinated branch sales and operations metrics
- Consistently ranked in the top 5% in operational metrics, including loss reduction, cash outages and minimal staff turnover.
Education
Business of Banking Program -
01.2012
University Of New Mexico -
Skills
- Operations Optimization
- Leadership
- Training and Development
- Coaching and Mentoring
- Project Management
- Regulatory Compliance
- Process Improvement
- Risk Mitigation
Accomplishments
- Branch Banking Top Performer (2022)
- Regional Executive Award (2011, 2014, 2017, 2018)
State
CA
City
Cathedral City
Timeline
Branch Manager
PNC Bank
11.2023 - 04.2024
Division Operations Manager, Director
U.S. Bank, N.A. (Formerly MUFG Union Bank, N.A.)
01.2019 - 01.2023
Division Operations Officer–Director
U.S. Bank, N.A. (Formerly MUFG Union Bank, N.A.)
01.2010 - 01.2019
Business Systems Analyst-Vice President
U.S. Bank, N.A. (Formerly MUFG Union Bank, N.A.)
01.2008 - 01.2010
Branch Service Manager-Assistant Vice President
U.S. Bank, N.A. (Formerly MUFG Union Bank, N.A.)
01.2001 - 01.2008