Summary
Overview
Work History
Education
Skills
Timeline
Generic

Johnny Calderon

Napa,CA

Summary

Accomplished Operations Manager with over 15 years of experience in financial services, banking operations, and sales management. Proven success in driving operational excellence, exceeding sales targets, and fostering strong client relationships. Adept at coaching and mentoring teams to achieve high performance while maintaining strict adherence to regulatory standards. A highly effective communicator and problem solver. Detail-oriented with a results-driven mindset, committed to achieving goals and delivering multi-faceted solutions.

Overview

17
17
years of professional experience

Work History

Manager, Operations

Silicon Valley Bank (now a division of First Citizens Bank)
03.2020 - Current
  • Lead day-to-day operations, ensuring compliance with Federal Regulations and achieving a high level of operational accuracy across all functions
  • Act as Subject Matter Expert for cross-functional teams, providing expert guidance on branch processes, procedures, and compliance matters
  • Manage vendor relationships through the Coupa platform, including creating purchase requests, tracking invoices, and ensuring timely payments
  • Develop and update Branch Operations Policies and Procedures to meet audit requirements and ensure regulatory compliance
  • Assist in Branch Operations audits and Risk and Control Self-Assessments (RCSA)
  • Mentor and coach a team member’s, focusing on continuous process improvement, goal achievement, and consistent performance
  • Strengthen relationships with clients and internal business partners to ensure operational satisfaction and seamless service delivery

Supervisor, Operations

Silicon Valley Bank
04.2017 - 02.2020
  • Conducted monthly operations reviews, including cash audits of vault and teller cashboxes, resolving discrepancies and ensuring compliance with security and regulatory policies
  • Successfully onboarded and trained new hires, fostering a strong understanding of bank policies, procedures, and compliance requirements
  • Provided guidance and support to team members, enhancing productivity and ensuring adherence to operational goals

Branch Client Advisor III

Silicon Valley Bank
08.2015 - 03.2017
  • Trained and developed new and existing team members, ensuring accurate reporting and compliance with Service Level Agreements (SLAs)
  • Collaborated closely with Relationship Advisors to open and maintain client accounts, addressing issues and ensuring customer satisfaction
  • Led and executed monthly, semi-annual, and annual certification audits, ensuring compliance and operational excellence
  • Assisted with the setup of new courier clients and invoice validation, improving process efficiency and vendor management
  • Beta tested and helped implement a new teller system, improving branch operations and user experience
  • Volunteered and supported wine-related non-profit organizations, contributing to community engagement and corporate social responsibility efforts

Manager on Duty/Small Business Specialist/Licensed Banker

JPMorgan Chase Bank
07.2009 - 05.2015
  • Exceeded sales goals, generating $1.7 million in new accounts in 2014 and $2.6 million in 2013
  • Led the San Diego East County District in convenience product sales, including checking, savings, direct deposit, and credit cards
  • Assisted clients with 401(k), IRA, and brokerage rollovers, identifying cross-sell opportunities to ensure the best financial solutions
  • Provided guidance to business customers, helping them manage accounts, credit cards, loans, and cash flow
  • Developed educational materials and job aids for team members to improve product knowledge and enhance customer service
  • Coached and motivated team members to exceed sales goals, fostering a high-performance, customer-centric culture
  • Supported branch audits and compliance efforts, ensuring adherence to regulatory standards and achieving successful audit outcomes

Personal Banker

Wells Fargo Bank
07.2007 - 07.2009
  • Led district in personal checking account openings in 2008, contributing to branch growth and revenue
  • Conducted audits for branch opening and closing procedures, ensuring compliance and operational accuracy
  • Managed vault, ATMs, and teller cashboxes, ensuring proper cash management and reconciliation
  • Trained and mentored new team members, fostering a culture of learning and high performance
  • Prospected for new clients through marketing events and off-site outreach at local businesses, junior colleges, and Chamber of Commerce meetings

Education

Bachelor of Arts - Economics

University of California, San Diego
12.2005

Skills

  • Microsoft Office Suite (Excel, Word, PowerPoint)
  • Adobe Acrobat
  • CRM Systems
  • Fiserv Banking Software
  • QuickBooks
  • Banking Policies & Procedures
  • Operational & Risk Management
  • Audit & Compliance

Timeline

Manager, Operations

Silicon Valley Bank (now a division of First Citizens Bank)
03.2020 - Current

Supervisor, Operations

Silicon Valley Bank
04.2017 - 02.2020

Branch Client Advisor III

Silicon Valley Bank
08.2015 - 03.2017

Manager on Duty/Small Business Specialist/Licensed Banker

JPMorgan Chase Bank
07.2009 - 05.2015

Personal Banker

Wells Fargo Bank
07.2007 - 07.2009

Bachelor of Arts - Economics

University of California, San Diego
Johnny Calderon