Max Lomboy
Cedar
Summary
Results-driven Banking and Operations Leader with over 14 years of experience, including 8 years in Branch Leadership roles managing teams of up to 15 employees. Proven background is sales performance, operational excellence, employee coaching, customer relationship management, and regulatory compliance. Experienced in leading high performance teams, improving customer experience, driving branch growth, and managing day-to-day operations in fast paced environments.
Overview
15
15
years of professional experience
Work History
Branch Manager
Wells Fargo Bank, N.A.
02.2018 - 03.2026
- Oversaw daily branch operations ensuring compliance with regulatory standards and company policies.
- Led team in delivering exceptional customer service, enhancing client satisfaction and retention rates.
- Developed and implemented strategic initiatives to improve branch performance and operational efficiency.
- Mentored and trained staff on financial products, services, and best practices for customer engagement.
- Analyzed branch performance metrics to identify areas for improvement and drive targeted action plans.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Collaborated with senior management to create strategic plans for future branch growth and expansion.
- Established best practices for resolving client issues quickly while maintaining high standards of professionalism.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Personal Banker
Wells Fargo Bank, N.A.
07.2011 - 02.2018
- Guided clients in selecting appropriate financial products to meet individual needs.
- Analyzed client accounts to identify opportunities for financial growth and improvement.
- Facilitated loan applications and supported underwriting processes for expedited approvals.
- Educated customers on digital banking tools to enhance service efficiency and accessibility.
- Mentored junior bankers on customer service excellence and compliance protocols.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Education
Associate of Arts - Banking And Finance
Diablo Valley College
Pleasant Hill, CASkills
- Branch management expertise
- Customer engagement
- Client relationship management
- Excellent time management skills
- Coaching and mentoring
- Relationship building and management
- Client relationship management
- Collaborative team developer
- Operations management
- Professional development
Accomplishments
- Increased monthly revenue 8.5% through implementation of strategic initiatives.
- Repeatedly received recognition from superiors for excellence in customer experience scores.
- Grew new accounts 15.5% Year-over-Year.
- Improved employee satisfaction and reduced turnover top 5%
Timeline
Branch Manager
Wells Fargo Bank, N.A.
02.2018 - 03.2026
Personal Banker
Wells Fargo Bank, N.A.
07.2011 - 02.2018
Associate of Arts - Banking And Finance
Diablo Valley College