Summary
Overview
Work History
Education
Skills
Timeline
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RASHEED DADA

Richmond,TX

Summary

Results-driven leader with a passion for delivering exceptional customer experiences and surpassing expectations. Adept in service marketing and credit solutions, with a talent for inspiring staff loyalty through effective leadership, clear communication, and a customer-centric approach. Dedicated to building high-performing teams and driving business growth through outstanding service and strategic innovation.

Overview

16
16
years of professional experience

Work History

Branch Manager

JPMorgan Chase Bank
09.2022 - Current
  • Leads a diverse team of 12 relationship bankers to achieve customer, business, and personal goals, leveraging collaborative leadership and coaching skills to drive success.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Manages branch portfolio of 200+ million in deposits, over 20 million in lending and over 100 million in investments.
  • Oversees daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
  • Assessed employee performance and developed improvement plans. · Complied with regulatory guidelines and requirements.

Branch Manager

Wells Fargo Bank
02.2017 - 09.2022
  • Experienced and ability to interpret performance results, find opportunities to drive success and hold others accountable to results.
  • Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
  • Championed process improvement initiatives that resulted in increased efficiency, improved service quality, or cost savings for the organization as a whole.
  • Improved overall financial reporting by streamlining control processes and reporting structures.

Branch Manager VP

Wells Fargo
02.2014 - 02.2017
  • Led by example, exhibiting strong work ethic and consistently meeting or exceeding individual sales targets while inspiring team members to do the same.
  • Coached and mentored sales team members to enhance individual performance, ultimately contributing to the overall success of the branch.
  • Maintained involvement in community affairs to foster and promote favorable bank image and public trust.
  • Resolved customer complaints to maintain high level of satisfaction.
  • Developed and executed targeted marketing campaigns with personalized outreach, resulting in a boost in new client acquisitions.
  • Conducted regular performance reviews for team members, identifying strengths as well as areas requiring further development or training opportunities for continuous growth.
  • Managed multiple branches with over 15 employees
  • Utilized data-driven insights to inform decision-making processes, enabling informed choices that maximized resources and aligned with overall business objectives.

Personal Banker (S.A.F.E)

Wells Fargo Bank
01.2009 - 02.2014
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.

Education

Bachelor of Business Administration - Business Management

Western Governors University
Salt Lake City, UT
06.2020

Associate of Arts - Business Management

University of Phoenix
Tempe, AZ
06.2018

Skills

  • Sales Leadership
  • Branch Operations Management
  • Customer Service
  • Customer Relationships
  • Excellent time management skills
  • Verbal/written communication
  • Decision-Making
  • Process Improvement
  • Business development expertise
  • Goals and performance

Timeline

Branch Manager

JPMorgan Chase Bank
09.2022 - Current

Branch Manager

Wells Fargo Bank
02.2017 - 09.2022

Branch Manager VP

Wells Fargo
02.2014 - 02.2017

Personal Banker (S.A.F.E)

Wells Fargo Bank
01.2009 - 02.2014

Bachelor of Business Administration - Business Management

Western Governors University

Associate of Arts - Business Management

University of Phoenix
RASHEED DADA