Summary
Overview
Work History
Education
Skills
References
Accomplishments
Certification
Languages
Timeline
Hi, I’m

Magdaleno Osorio

Summary

Motivated bank manager with a passion for delivering exceptional customer service and surpassing expectations. Skilled professional experienced in service marketing and credit offerings. Known for inspiring staff loyalty through strong leadership and effective communication skills.

Overview

8
years of professional experience
1
Certification

Work History

US Bankcorp

Branch Manager
07.2022 - Current

Job overview

  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
  • Examined customer loan applications for loan approvals and denials.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Maintained friendly and professional customer interactions.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
  • Checked loan documents for accuracy prior to closing.
  • Reviewed loan files and updated to match current standards.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Enhanced customer satisfaction with personalized mortgage counseling, leading to significant rise in client referrals.

U.S. Bank

Assistant Manager
10.2016 - 06.2022

Job overview

  • Proactively engaged customers to understand what is most important to them and help with their needs
  • Worked with a group of partners to deliver an exceptional customer experience, acquire, deepen, and retain relationships, and help affluent customers succeed financially
  • Built relationships with affluent customers through asking questions to learn about their financial needs, share how US Bank can help, follow up, proactive outreach, and appointments
  • Served as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
  • Explained and demonstrated self-service digital options to customers
  • Maintained deep knowledge of bank products and services
  • Built relationships with branch team members and partners and work together to best serve customers
  • Completed service requests, establish new accounts, and submit credit applications
  • Helped resolve customer concerns and escalate issues as needed
  • Proficient with proactively sourcing, building, and maintaining relationships with customers and colleagues.

Education

BYU Salt Lake Center
Salt Lake City, UT

General Business
09.2024

Skills

  • Bilingual (English & Spanish) at conversational fluency
  • Strong team-builder
  • Financial Services
  • Excellent time management skills
  • Customer Service
  • Decision-Making
  • Branch Operations Management
  • Excellent work ethic
  • Goals and performance
  • Sales expertise
  • Team Building Leadership
  • Client acquisition

References

Available Upon Request

Accomplishments

  • Collaborated with team of 4 in the development of the first ever Spanish CRC Meeting.
  • Increased monthly revenue 315.05% through implementation of strategic initiatives.
  • Grew new accounts 114.0% in only 2 years.
  • Improved loan production by 91.7% in a span of 2 years years.
  • Successfully closed an average of 5 loans per month.
  • Led the bank with more than 2 million in sales per year.
  • Repeatedly received recognition from superiors for excellence in service.
  • Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.

Certification

NMLS

Languages

Spanish
Native or Bilingual

Timeline

Branch Manager

US Bankcorp
07.2022 - Current

Assistant Manager

U.S. Bank
10.2016 - 06.2022

BYU Salt Lake Center

General Business

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Magdaleno Osorio