Dariel Tineo

• Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
• Facilitated Daily Huddles with staff members to discuss progress on current initiatives.
• Developed strategies to increase customer satisfaction and loyalty.
• Actively coach employees to achieve sales results, source new customer business, and provide superior customer service
• Achieve a positive employee experience, and build a high-performing team that prioritizes controls and drives business results.

Accomplishments

• Deliver exceptional customer Service and Voice of the customer ending the year 2024 at 87%
• Move P&L upward month over month from level 6 to a level 5.
• Build high performing team and was able to promote in 2024 Two tellers to Roving personal Banker and a personal banker to Branch Manager.

• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
• Actively coach employees to achieve sales results, source new customer business and provide superior customer service
• Ability to manage the Performance Level and teach concepts of score card to develop staff knowledge
• Achieve a positive employee experience and build a high performing team that prioritizes controls and drives business results
• Improve revenues and expenses and grow the business, while exceeding customer expectations
• Set employees up for success by setting clear objectives for the branch and for each employee, and monitor progress and track results
• Create a strong sales, service and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve goals

Accomplishments

Growing Deposit & Investments from a - 2.9 % to 5.1 % YTD, Currently over 270MM in book of Business

Increasing First Time Investment Customers by 10 YTD from prior year 2016

Achieving above national average in OSAT customer experience for three consecutive Quarters Qtr 4 2016 Bronze 77% , Qtr 1 2017 Gold 87% , Qtr 2 2017 Bronze 81%. Prior to my placement Sunnyside branch had never achieved Medal status in customer experience.

Achieving 1st Quarter 2017 campaign by 11.9%

Achieving 2nd Quarter 2017 campaign with 98.4 %

Receiving a Satisfactory 93% on Branch Review Audit. (Prior audit was in 2014)

• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
• Actively coach employees to achieve sales results, source new customer business and provide superior customer service
• Ability to assist in managing the Performance Level and teach concepts of P&L to develop staff knowledge
• Create a strong sales, service and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve goals
• Achieve a positive employee experience and build a high performing team that prioritizes controls and drives business results
• Improve revenues and expenses and grow the business, while exceeding customer expectations

• Set employees up for success by setting clear objectives for the branch and for each employee, and monitor progress and track results

• Run Daily Huddles with Bankers and Partners
• Daily one on one and debriefs
• Communicate and Coach best sales practices 
• Motivate and track with sales targets
• Create a Great employee experience to lead to a Great Customer experience      

• Manage full-service banking relationships with a portfolio of affluent business and personal clientele through personalized customer service leading to improved retention and a growing book of business.
• Cross sell products and services often by originating HELOCs and Business LOCs as well as by partnering with specialists such as Mortgage Bankers, Business Bankers, Relationship Managers and Financial Advisors.
• Created an outstanding customer experience by resolving customer service issues from start to finish, opening new accounts and offering convenience services such as credit cards and loans.
• Coach Bankers on how to procure business by means of making phone calls for appointments and how to properly recommend products and services pertaining to Business customers.