Milky Rudecindo
64 Continental DR,NY
Summary
Dynamic Branch Manager at Key Bank with a proven track record in enhancing customer satisfaction and driving sales growth. Skilled in relationship management and team supervision, I successfully improved service quality and resolved client issues, leading to a significant increase in customer retention. Bilingual in English and Spanish, I excel in diverse client engagement.
Experienced with managing branch operations and driving team performance to achieve business goals. Utilizes strategic planning and effective leadership to enhance operational efficiency. Track record of fostering strong client relationships and implementing successful financial strategies.
Knowledgeable Branch Manager with strong background in managing branch operations and ensuring consistent customer satisfaction. Demonstrated ability to lead teams effectively and implement strategic initiatives that enhance operational efficiency. Proven expertise in problem-solving and financial management.
Overview
17
17
years of professional experience
Work History
Branch Manager
Key Bank
03.2023 - Current
- Assisted in daily branch operations, ensuring efficient workflow and customer service.
- Supported team members with training on operational procedures and systems.
- Learned to manage inventory control processes for effective resource allocation.
- Handled customer inquiries, providing accurate information and resolving issues promptly.
- Participated in staff meetings, sharing insights to improve branch performance.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- 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.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Key Private Client Banker
Key Bank
12.2022 - 03.2023
- Cultivated strong relationships with high-net-worth clients to understand financial needs and goals.
- Analyzed client portfolios to identify opportunities for investment and wealth management solutions.
- Assisted clients in the selection of appropriate banking products and services tailored to their requirements.
- Collaborated with internal teams to streamline account opening processes and enhance customer experience.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Assisted in organizing community outreach events, raising brand awareness among prospective clientele.
Relationship Banker
JPMorgan Chase
10.2017 - 12.2022
- Cultivated strong relationships with clients, enhancing customer satisfaction and retention.
- Analyzed financial needs to provide tailored banking solutions and product recommendations.
- Collaborated with cross-functional teams to streamline account opening processes and improve service delivery.
- Conducted regular follow-ups with clients to assess satisfaction and identify additional service opportunities.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Chase Private Client Banker
JPMorgan Chase
12.2008 - 10.2017
- Cultivated relationships with high-net-worth clients to understand financial needs and deliver tailored solutions.
- Managed complex investment portfolios, ensuring alignment with client goals and risk tolerance.
- Collaborated with internal teams to develop customized wealth management strategies for diverse clientele.
- Guided clients through banking products, enhancing their understanding of services and fostering loyalty.
- Led financial planning discussions, assessing client circumstances to recommend appropriate strategies for growth.
- Mentored junior bankers on compliance standards and effective client engagement techniques, promoting team success.
Education
High School Diploma -
Fannie Lou Hammer Freedom High School
The Bronx, NY06-2000
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Attention to detail
- Coaching and mentoring
- Client relationship management
- Relationship management
- Team supervision
- Decision-making
- Public speaking
- Federal regulations
- Event planning
- English and Spanish Language
Timeline
Branch Manager
Key Bank
03.2023 - Current
Key Private Client Banker
Key Bank
12.2022 - 03.2023
Relationship Banker
JPMorgan Chase
10.2017 - 12.2022
Chase Private Client Banker
JPMorgan Chase
12.2008 - 10.2017
High School Diploma -
Fannie Lou Hammer Freedom High School
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