Accomplished district banking executive with expertise in optimizing branch operations and enhancing customer experience and elevating outcomes. Dedicated to fostering a culture of excellence among teams, resulting in improved service delivery, elevated employee satisfaction, and strategic partnerships that drive revenue growth and operational success.
Overview
18
18
years of professional experience
Work History
Regional Bank District Manager | Executive Director
Wells Fargo
Raritan Valley/Essex county, NJ
04.2018 - Current
Led district operations to enhance customer service and satisfaction metrics.
Developed district vision in alignment with business goals, collaborating with branch managers to improve service delivery.
Oversaw performance objectives across branches, diagnosing issues to maintain high-quality customer service.
Increased appointments by 20-30% through targeted outreach strategies enhancing customer engagement.
Boosted digital mobile engagement scores by 78% through effective coaching initiatives and business strategies.
Developed training programs for branch managers and staff, promoting professional development.
Cultivated relationships with key stakeholders, including board members, donors, sponsors, partners, and community leaders.
Directed sales team to achieve revenue targets while analyzing market trends for strategic initiatives.
Branch Manager III | VP
Wells Fargo
Succasunna, USA
08.2014 - 04.2018
Achieved top-ranking status among 72-75 branches, securing $92 million in deposits and $17 million in loans.
Transformed branches with $364 million in deposits while managing high transaction volumes.
Established strategic partnerships in retail, contributing to significant business growth.
Managed compliance controls and mitigated risks, preventing losses in retail operations.
Boosted motivator metrics from 60% to over 100%, increasing employee satisfaction through effective coaching.
Evaluated employee performance, supervised team members, and provided constructive feedback to enhance productivity.
Conducted multi-tier management meetings to ensure cohesive strategy implementation.
Streamlined construction workflows, minimizing post-inspection issues from over 100 to just 2 through effective supervision.
Branch Manager II | AVP
Wells Fargo
Livingston, USA
12.2012 - 08.2014
Managed client relationships for business banking services and solutions.
Developed strategic plans to enhance customer satisfaction and retention.
Managed daily branch operations to ensure efficient service delivery.
Led and developed staff through training and performance evaluations.
Collaborated with cross-functional teams to streamline banking operations.
Branch Manager II
Wells Fargo
Newark, USA
01.2011 - 12.2012
Personal Banker I | Teller
Wachovia
Newark, USA
01.2009 - 01.2011
Sold retail banking products and services to customers and prospects, driving revenue growth.
Oversaw customer portfolio service relationships to enhance product cross-selling opportunities.
Increased product-per-customer ratio by identifying cross-sell opportunities and conducting outbound sales calls.
Cultivated strong relationships with Wells Fargo partners to drive repeat business.
Promoted brand loyalty and improved customer satisfaction by resolving inquiries effectively.
Protected customer rights by evaluating financial needs and providing tailored options.
Analyzed borrower financial documents for loan eligibility and compliance with regulations.
Processed loan applications efficiently using industry-standard software tools.
Education
Bachelor of Science - Marketing, Business Management
Technological University of Santiago
Dominican Republic
Skills
Client satisfaction
Strategic planning
Market expansion
Revenue generation
Sales strategy
Customer relationship management
Market analysis
Financial forecasting
Operations analysis
Process restructuring
Regional business growth
Team leadership
Multi-unit management
Staffing initiatives
Training development
Change management
Communication proficiency
Presentation skills
Customer experience
Vendor relations
Root cause analysis
Operational modeling
Change management
Communication proficiency
Awards
MVP all stars award winner, 2024/2025, awarded to top 1% - performance growth
Accelerated Leadership Program, 2016, Class of 2016
Latin Connection Team Member Network Board Member, finance chair
Women Connection Team Member Network Board Member, TM outcomes Chair
Selected for Northern New Jersey Leadership Roundtable, 2017
15-Star Manager Quarterly Champion and Customer Experience Recognitions
Annual Star Performers Recognition Award, Elected for Latin Leadership Program facilitated by UCLA (San Francisco)
Rotary Club Member
Business Network International Member
Timeline
Regional Bank District Manager | Executive Director
Wells Fargo
04.2018 - Current
Branch Manager III | VP
Wells Fargo
08.2014 - 04.2018
Branch Manager II | AVP
Wells Fargo
12.2012 - 08.2014
Branch Manager II
Wells Fargo
01.2011 - 12.2012
Personal Banker I | Teller
Wachovia
01.2009 - 01.2011
Bachelor of Science - Marketing, Business Management