Mike Zufelt
Santee,USA
Summary
Experienced professional with a strong background in branch operations, client experience, and business development. Proven track record of optimizing operational efficiency, enhancing customer satisfaction, and driving revenue growth. Skilled in implementing strategic initiatives to streamline processes and improve overall business performance. Dedicated to delivering exceptional results and exceeding organizational goals in a fast-paced environment.
Overview
23
23
years of professional experience
1
1
Certification
Work History
AVP Branch Manager
Poppy Bank
La Jolla, CA
11.2023 - 03.2025
- Provide ongoing operational guidance, training, and development of staff
- Acknowledged team members for outstanding customer service, sales achievements, and operational efficiency.
- Actively engages staff to cultivate and encourage professional development
- Works with branch operations to set team goals and motivates staff to success
- Actively listens to clients and maintains a friendly, positive, professional attitude
- Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
- Partners with Branch Operations Officer in customer retention activities
- Set team goals and assist with financial partners for promotional activities
- Evaluates needs of potential clients and offers appropriate financial products and services
- Completed certifications for the branch at monthly, quarterly, semi-annual, and annual intervals.
- Completed daily processing of branch reports.
- Expanded community-based business client network.
- Executed supplementary tasks efficiently.
Assistant Branch Manager
U.S. Bank
Santee, CA
10.2019 - 11.2023
- Provide ongoing operational guidance, training, and development of staff
- Recognizes staff for exceptional customer service, sales, and operations
- Actively engages staff to cultivate and encourage professional development
- Works with Branch Manager to set team goals and assist with promotional activities
- Actively listens to clients and maintains a friendly, positive, professional attitude
- Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
- Partners with Branch Manager in customer retention activities
- Evaluates needs of potential clients and offers appropriate financial products and services
- Actively leads team in implementation of sales programs to generate targeted branch deposit growth
- Evaluates needs of potential clients and offers appropriate financial products and services
- Works closely with Branch Manager on business customer prospecting / business development, including outside calling
- Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
- Generates new business to assist in meeting established profitability goals
- Assists with promotional activities as needed
VP Branch Manager
Beal Bank
San Diego, US
12.2009 - 04.2019
- Managed all facets of branch operations, client relationships, and employee scheduling.
- Guaranteed branch operations aligned with all bank policies and procedures.
- Supported clients in managing complex transactions and provided solutions to their queries.
- Enhanced competitive position of the bank.
- Develop business clients within the community and deepen their relationship with the Bank.
- Perform monthly/quarterly/annual audits of paperwork and equipment.
- Coach existing staff on how to create the most pleasurable experience for the client.
- Assessed employee performance and developed coaching plans.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Any duties that were assigned were also completed to the best of my ability.
Assistant Manager
US Bank
San Diego, CA, US
03.2002 - 12.2009
- Provide ongoing operational guidance, training, and development of staff
- Acknowledged team members for outstanding customer service, sales achievements, and operational efficiency.
- Actively engages staff to cultivate and encourage professional development
- Works with branch operations to set team goals and motivates staff to success
- Actively listens to clients and maintains a friendly, positive, professional attitude
- Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
- Partners with Branch Operations Officer in customer retention activities
- Set team goals and assist with financial partners for promotional activities
- Evaluates needs of potential clients and offers appropriate financial products and services
- Completed certifications for the branch at monthly, quarterly, semi-annual, and annual intervals.
- Completed daily processing of branch reports.
- Expanded community-based business client network.
- Executed supplementary tasks efficiently.
Education
Some College - undefined
Skills
- Bank Secrecy Act
- Business development
- Banking
- Strategic planning
- Risk management
- Interviewing
- Internal audits
- Compliance management
- Cash handling
- Conflict resolution
- Customer service
- Customer retention
- Customer relationship management
- Auditing
- Strong business acumen
Certification
Certified Notary Public
Personal Information
- Work Permit: Authorized to work in the US for any employer
- Visa Status: Authorized to work in the US for any employer
Timeline
AVP Branch Manager
Poppy Bank
11.2023 - 03.2025
Assistant Branch Manager
U.S. Bank
10.2019 - 11.2023
VP Branch Manager
Beal Bank
12.2009 - 04.2019
Assistant Manager
US Bank
03.2002 - 12.2009