Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Known for motivating and exceeding team's sales goals.
Overview
2
2
years of post-secondary education
10
10
years of professional experience
Work History
Branch Manager
Bank Five
Fall River, Massachusetts
02.2026 - Current
Developed and implemented strategies to enhance customer service and satisfaction.
Analyzed financial reports to identify trends and improve branch performance.
Managed staff performance through coaching, training, and regular feedback sessions.
Supervised daily branch operations and ensured compliance with banking regulations.
Collaborated with regional leadership to align branch initiatives with corporate objectives.
Facilitated team meetings to communicate goals and address operational challenges.
Sr Relationship Banker
Webster Bank
Barrington, Rhode Island
10.2025 - 02.2026
Cultivated strong client relationships through personalized financial advice and service.
Conducted thorough financial assessments to recommend tailored banking solutions.
Collaborated with team members to identify cross-selling opportunities for banking products.
Managed customer accounts, ensuring compliance with banking regulations and policies.
Relationship Banker
Santander Consumer USA
New Bedford, Massachusetts
03.2025 - 08.2025
Built strong relationships with clients to understand their financial needs.
Assisted customers with account inquiries and banking services.
Provided guidance on loan products and application processes.
Educated clients on digital banking tools and services.
Resolved customer issues promptly to enhance satisfaction and loyalty.
Processed transactions efficiently while ensuring compliance with policies.
Collaborated with team members to improve service delivery standards.
Maintained accurate records of customer interactions and transactions.
TEAM MANAGER
Citizens Bank
Fall River, USA
10.2023 - 02.2025
Networked to expand client base and promote portfolio growth among existing clients.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Collaborated with management to develop sales strategies that enhanced branch production and improved customer service.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Personal Banker
Citizens Bank
Fall River, USA
07.2021 - 10.2023
Assisted customers in account setup, account closure, loan applications, and enrollment in new services.
Collaborated with management to develop sales strategies that enhanced branch production and customer service.
Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
Networked to expand client base and facilitate portfolio growth for existing clients.
RELATIONSHIP MANAGER & LENDING SPECIALIST
Bank of America
Fall River, USA
01.2019 - 07.2021
Validated accounting management and reporting systems to ensure quality and conformance, identifying problems and implementing corrective actions.
Executed routine closings and maintained accurate, accessible records while monitoring transaction updates each quarter.
Performed routine closings, maintained clean, accurate and accessible records and kept a close eye on transaction updates throughout each quarter.
Organized and oversaw assignments to drive operational excellence.
RETAIL SALES ASSOCIATE
AT&T
North Dartmouth, USA
04.2016 - 11.2018
Increased sales and customer satisfaction through personalized servicing.
Assisted customers with purchases, item location, and enrollment in reward programs to enhance shopping experience.
Organized and labeled merchandise by size and color to facilitate easy access for customers.
Opened and closed store independently and prepared nightly bank drop for manager.
Education
Bachelor of Arts - Human Resources Management
National University College
San Juan, PR
08.2021 - 04.2023
Associate of Arts - Business Administration
National University College
Certificate of Technical Studies - Nursing Education
The City University of New York
10.2007 - 02.2008
Skills
Banking expertise
Compliance management
Financial analysis
Cash Handling
Teller audits
Portfolio Assessment
Sales strategy
Sales expertise
Cross-selling
Client relationship management
Relationship management
Stakeholder engagement
Customer service
Team development
Strategic planning
Banking
Work Preference
Timeline
Branch Manager
Bank Five
02.2026 - Current
Sr Relationship Banker
Webster Bank
10.2025 - 02.2026
Relationship Banker
Santander Consumer USA
03.2025 - 08.2025
TEAM MANAGER
Citizens Bank
10.2023 - 02.2025
Bachelor of Arts - Human Resources Management
National University College
08.2021 - 04.2023
Personal Banker
Citizens Bank
07.2021 - 10.2023
RELATIONSHIP MANAGER & LENDING SPECIALIST
Bank of America
01.2019 - 07.2021
RETAIL SALES ASSOCIATE
AT&T
04.2016 - 11.2018
Certificate of Technical Studies - Nursing Education
BRANCH MANAGER at TIRUMALA TIRUPATI MULTISTSTE CO-OPRATIVE CREDIT SOCIETY LTD.BRANCH MANAGER at TIRUMALA TIRUPATI MULTISTSTE CO-OPRATIVE CREDIT SOCIETY LTD.