Michael Gurevich
Brentwood,CA
Summary
Results-driven Relationship Manager with 15 years of comprehensive experience in financial services. Polished in managing several branches, promoting and marketing branch products and business development. Highly focused on partnering with company executives, business partners and business owners in bringing financial solutions to our clients. Deeply familiar with banking rules and regulations. Friendly, professional, and dedicated to promoting and maximizing sales opportunities, while ensuring our clients receive excellent service they deserve.
Overview
15
15
years of professional experience
Work History
Assistant Vice President, Branch Manager
Poppy Bank
Pleasanton, CA
08.2023 - Current
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
- Developed and implemented strategies to increase sales and market share.
- Organized meetings between senior management and prospective customers.
- Researched target markets to understand the needs of current and potential customers.
- Developed and implemented strategies for providing excellent customer service experience.
- Monitored staff performance to ensure adherence to customer service standards.
- Ensured prompt resolution of customers' inquiries via phone, email or chat support channels.
- Analyzed call center data to identify trends in customer issues and recommend solutions accordingly.
- Coordinated between various departments to resolve complex problems that require multiple steps or involve multiple teams.
- Developed and maintained detailed procedures to ensure compliance with regulatory requirements.
- Performed regular audits to evaluate effectiveness of current policies and procedures.
Vice President, Senior Branch Manager
Wells Fargo & Company
Walnut Creek/Concord , CA
10.2011 - 04.2023
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies to improve revenue and retention.
- Resolved issues quickly through meticulous research and quick decision-making, enuring clients received excellent customer experience and felt valued.
- Mentored and trained new hires on sales techniques and customer service procedures.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Managed multiple projects with competing deadlines simultaneously.
- Modified project plans when needed to better align with organizational objectives.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Maintained accurate records of all client interactions within the company's CRM system.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Coordinated resources across multiple departments and teams as needed for successful completion of projects.
- Developed strategies to attract new customers while retaining existing ones.
Personal Banker/Assistant Manager
Wells Fargo & Company
Concord, CA
11.2008 - 03.2010
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Maintained a database of existing customers and prospective leads.
- Conducted research on industry trends, competitor activities, and customer needs.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Gathered and analyzed business, market and competitor information to support development of strategic marketing plan.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
Education
Bachelor of Arts - Legal Studies
University of California, Berkeley
Berkeley, CA06.2008
Skills
- Relationship Building
- Customer Service
- Coaching and Mentoring
- Performance Reviews
- Business Development
- Microsoft office (Word, Excel, Powerpoint)
- Sales Force CRM
- Telecommunications and business to business outreach
- Interviewing and Hiring
- Business Relationship Management
- Operational Reports
Languages
English
Russian
Accomplishments
- Completion of District Manager Certification
- Investment and Affluent segment district leader
- Quarterly recognition for being a top performer
- Platinum award winner every quarter
- Recognized for Top Customer Service scores
- Recognized as Top Performer for consistently achieving branch goals in lending, investment and P&L management
References
References available upon request.
Timeline
Assistant Vice President, Branch Manager
Poppy Bank
08.2023 - Current
Vice President, Senior Branch Manager
Wells Fargo & Company
10.2011 - 04.2023
Personal Banker/Assistant Manager
Wells Fargo & Company
11.2008 - 03.2010
Bachelor of Arts - Legal Studies
University of California, Berkeley
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