Joanna Aguilo
Community Bank NA
Allentown,PA
4
years of professional experience
Bilingual financial services professional with a strong record of success in banking, leadership, business development, and customer relationship management. Proven ability to exceed lending and sales goals, grow deposits, coach teams, and build lasting client relationships. Fluent in Spanish, including speaking, reading, and writing.
Work History
Branch Supervisor
1 Year 1 Month- Managed branch operations, focusing on regulatory compliance and operational excellence.
- Tracked and assessed performance indicators to uncover areas for operational efficiency and process refinement.
- Organized and led team meetings to clarify goals, tackle challenges, and strengthen collaborative efforts.
- Resolved customer inquiries and complaints swiftly to maintain high satisfaction levels.
- Evaluated staff performance, providing constructive feedback and coaching for professional growth.
- Coordinated branch activities to align with organizational objectives and strategic initiatives.
- Managed inventory of cash and supplies, optimizing resource allocation across the branch.
- Boosted customer satisfaction with attentive service and prompt resolution of issues.
- Motivated, trained and disciplined employees to meet performance benchmarks.
- Handled escalated customer complaints professionally while working toward swift resolutions that maintained client satisfaction levels.
- Assigned job roles and oversaw performance.
- Managed daily operations for smooth functioning, ensuring a high level of productivity.
Financial Center Manager
2 Years 6 Months- Became the first Financial Center Manager in the center's 8-year history to exceed investment referral goals.
- Exceeded quarterly mortgage loan goals by 22% and HELOC goals by 38%.
- Closed 9 mortgage loans within 18 months, generating $3 million in new-money deposits.
- Cultivated strong customer relationships, uncovering opportunities in lending, deposits, and investment referrals to drive client engagement.
- Facilitated team development through targeted coaching, strategic goal-setting, and performance accountability to enhance overall team effectiveness.
Education
Associate Degree
Skills
Mortgage & HELOC Lending
Personal & Commercial Lending
Deposit Growth
Investment Referrals
Sales & Goal Achievement
Business Development
Client Relationship Management
Team Leadership & Coaching
Community Networking
Spanish — Fluent
Affiliations
- Hispanic Chamber of Commerce — Lehigh Valley
- Professional Moms Organization
- Professional Women's Networking Group
- Friends of Pete
- One Million Cups
Timeline
Branch Supervisor
Community Bank NA
09.2025 - CurrentRead More
Financial Center Manager
Univest Bank
10.2022 - 04.2025Read More
Berkeley College
Associate Degree
Read More