Summary
Overview
Work History
Education
Skills
Timeline
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Kevin Hayes

Ladera Ranch,CA

Summary

Enterprising Branch Manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.

Overview

11
11
years of professional experience

Work History

Branch Manager

Chase Bank
12.2021 - Current
  • Drives cross-selling efforts by collaborating with various departments and partnerships within the organization to maximize revenues from existing clients.
  • Acted as primary point of contact for high-level clients including Owners, CEOs, and CFOs, resolving complex issues and inquiries within a 24-hour turnaround time, fostering trust and strengthening relationships.
  • Continuously monitors branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Ensures regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Improved customer overall satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Strengthens relationships with key business clients, securing long-term partnerships and driving revenue growth.

Chase Private Client Banker

Chase Bank NA
12.2018 - 11.2021
  • Utilized Client Central effectively for tracking client interactions, ensuring accurate record-keeping and follow-up activities.
  • Developed tailored financial plans for clients by conducting thorough assessments of their financial situations.
  • Collaborated with internal partners to deliver integrated wealth management strategies for clients.
  • Streamlined processes for account opening and maintenance, improving overall efficiency and client experience.
  • Contributed to the growth of the branch''s assets under management through effective business development efforts.

Registered Personal Banker

Wells Fargo, NA
01.2014 - 11.2018
  • Achieved high customer satisfaction by providing personalized banking solutions and exceptional service.
  • Served as a trusted advisor for customers, addressing concerns and providing expert financial guidance.
  • Participated in community outreach programs representing the bank at local events to promote its brand image positively.
  • Streamlined account opening processes for faster customer onboarding, enhancing client experience.

Teller

Wells Fargo, NA
01.2013 - 12.2013
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.

Education

Bachelor of Arts - Social Sciences

San Diego State University
San Diego, CA

Skills

  • Branch Operations Management
  • Customer Service
  • Customer Relationships
  • Excellent time management skills

Timeline

Branch Manager

Chase Bank
12.2021 - Current

Chase Private Client Banker

Chase Bank NA
12.2018 - 11.2021

Registered Personal Banker

Wells Fargo, NA
01.2014 - 11.2018

Teller

Wells Fargo, NA
01.2013 - 12.2013

Bachelor of Arts - Social Sciences

San Diego State University
Kevin Hayes