Jose Verano
Fort Lauderdale,FL
Summary
Dynamic business leader with extensive experience at PNC Bank, driving results through strategic initiatives and exceptional team leadership. Proven track record in operations management and client relationship building, consistently exceeding goals while fostering staff development. Expertise in process improvement and coaching has enhanced branch performance and customer satisfaction.
Overview
10
10
years of professional experience
Work History
VP - Business Banking Center Mgr
PNC Bank
Coconut Creek, FL
07.2020 - Current
- Cultivated relationships with key Eco Partners to support growth and drive productivity for the branch
- Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
- Prepared executive briefing materials, memos and reports for meetings with staff and regional leadership
- Oversaw daily banking operations, optimizing workflow and enhancing customer service experiences.
- Implemented risk management strategies to safeguard assets and ensure regulatory compliance.
- Provided strong leadership to enhance team productivity and morale.
- Analyzed performance metrics to identify areas for improvement in service delivery
- Monitored branch performance metrics such as deposits, account openings, closings, loans originations, closures.
- Provided coaching and mentoring sessions for employees in order to enhance their performance levels.
Assistant Branch Manager - Team Lead
Regions Bank
Fort Lauderdale, FL
07.2018 - 07.2020
- Led daily operations, ensuring compliance with banking regulations and organizational policies.
- Mentored team members, fostering professional development and enhancing service delivery standards.
- Streamlined branch processes, improving efficiency in customer service and transaction handling.
- Analyzed performance metrics to identify areas for improvement and implement strategic initiatives.
- Managed staff schedules and workflows to optimize resource allocation and enhance productivity.
- Collaborated with senior management on strategic planning to drive branch growth and profitability.
- Cultivated strong relationships with clients, addressing concerns promptly to maintain high satisfaction levels.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Life Insurance Agent
New York Life Insurance Co
Plantation, FL
07.2016 - 07.2018
- Developed comprehensive insurance plans tailored to clients' financial needs and goals.
- Conducted in-depth policy reviews and provided expert recommendations for enhancements.
- Established strong client relationships through regular follow-ups and personalized service.
- Facilitated educational workshops on life insurance benefits and financial literacy.
- Streamlined application processes, improving turnaround time for policy issuance.
- Collaborated with underwriting teams to ensure accurate risk assessments and pricing strategies.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Education
Bachelor of Arts - Finance
Florida Atlantic University
Boca Raton, FL07-2015
Skills
- Financial analysis aptitude
- Regulatory Compliance
- Data Analysis
- Team building
- Customer retention
- Customer Service
- Financial transactions expertise
- Coaching and mentoring
- Client relationship building
- Business development
- Results-driven
- Operations management
- Risk management
Timeline
VP - Business Banking Center Mgr
PNC Bank
07.2020 - Current
Assistant Branch Manager - Team Lead
Regions Bank
07.2018 - 07.2020
Life Insurance Agent
New York Life Insurance Co
07.2016 - 07.2018
Bachelor of Arts - Finance
Florida Atlantic University