MARIBEL MATOS
Goshen,NY
Summary
Accomplished and results-driven with 30 years in financial services professional with proven experience in audit, leadership, budget, and operational efficiency. Ability to leverage valuable skills in financial wellness, budget analysis and creation, audit and oversight of financial records, critical thinking, and strong communication skills
Overview
4
4
years of professional experience
Work History
Branch Manager
KeyBank
03.2022 - Current
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
- Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners.
- Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
- Leads and develops the in-person branch team, ensuring understanding of Key’s products and services, Key’s sales and service process and the competitive landscape, while instilling Key’s vision and values with branch team
- Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
- Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates
- Facilitates in-person morning huddles and end of day debriefs
- Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
- Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
- Work on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Comply with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Completed LEAP Program -
Leadership Excellence Acceleration Program - undefined
Banker to Branch Manager - undefined
Medical Billing & Coding - undefined
ORANGE-ULSTER BOCES
Middletown, NYLICENSE - Real Estate Licensing Course
HGAR
GoshenSkills
- Decision-making
- Attention to detail
- Negotiation
- Relationship-building
- Organization
- Relationship building and management
- Problem-solving
- Communication
- Strong team-builder
- Team player
- Excellent time management skills
- Financial services
- Customer service
- Verbal/written communication
- Branch operations management
Languages
Spanish, Fluent
Timeline
Branch Manager
KeyBank
03.2022 - Current
Leadership Excellence Acceleration Program - undefined
Banker to Branch Manager - undefined
Medical Billing & Coding - undefined
ORANGE-ULSTER BOCES
LICENSE - Real Estate Licensing Course
HGAR