Summary
Overview
Work History
Skills
Timeline
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Raymond Torres-Bartley

Summary

Expert banking professional seeking role in Branch Manager position who's talents shine in a competitive, innovative and creative environment. Assistant manager in branch office from 2012 to 2024. Track record of increasing sales, improving client retention and growing customer base. Consistently provides stellar customer experiences. Proficient in providing solutions to client obstacles through utilization of bank partners for both business and personal banking clients. Managed and trained on both sales and operations platforms for 12 years. Self motivated Reliable Excellent communication skills (verbal/written). Expert in risk management Ability to use outside resources to generate leads and sales. Excels in team leadership, conflict resolution, campaign management and maximization of sales potential with every customer interaction.

Overview

20
20
years of professional experience

Work History

Branch Operations Officer

Poppy Bank
Del Mar, CA
10.2023 - Current
  • Manage all aspects of branch banking, sales growth, with focus on outside community engagements, public speaking and self marketing
  • Partner with external and internal leaders to meet goals and resolve complex matters in branch operations
  • Support multiple branch managers in leadership and building high performing teams for multiple branch locations in San Diego including support and training of La Jolla, Del Mar and Carlsbad staff.
  • Lead and coach teams while investing in their development and holding them accountable for measurable impact.
  • Ensure all branch staff is delivering highest level of customer service to all clients in relation to maintaining high customer service shop scores.
  • Assist branch managers with interviews and recruitment of new branch staff for both Del Mar and Carlsbad offices.
  • Demonstrates leadership and fosters collaboration and efficiency in branch operations in the absence of branch managers at both La Jolla and Del Mar offices.
  • Ensure assigned branch certifications completed accurately and in timely manner.
  • Attend multiple relationship growth groups and networking events to promote Poppy Bank brand and services within the communities we serve to facilitate bank visibility.
  • Encourage and promote volunteerism with various charity and non-profit groups with goal of over 10 CRA hours per year for each staff member.

Assistant Branch Manager

Banner Bank
San Diego, CA
12.2021 - 10.2023
  • Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
  • Provided training to new employees on company policies and procedures.
  • Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
  • Ensured compliance with internal policies and procedures as well as external regulations.
  • Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
  • Monitored daily operations and supported Branch Manager in necessary duties.
  • Provided bank leadership in absence of branch manager.
  • Built client rapport through frequent individualized recommendations for financial products and services.
  • Networked within communities to identify and capitalize on business opportunities.

Sr. Branch Relationship Banker

California Bank & Trust
El Cajon
09.2019 - 08.2021
  • Advised consumer and small business clients to help select deposit accounts, loans, and other products and financial services
  • Governed security functions by opening and closing bank and vault and maximizing safety of bank grounds
  • Greeted customers and built rapport to generate customer loyalty and meet customer service expectations
  • Determined and met customer needs based on thorough financial assessments.
  • Opened complex accounts including business, trusts, estates and court order blocked accounts.

Sr. Relationship Banker/Assistant Manager

Union Bank
Spring Valley
05.2004 - 02.2019
  • Deliver exceptional account services to strengthen customer loyalty
  • Work closely with company executives to identify new business opportunities while securing continuing increase in sales and referrals to bank partners
  • Managed and developed new employee skill levels to meet and exceed company standards
  • Portfolio management of diverse client base
  • Consistently meet and exceed sales goals in banking categories that include home loans, merchant services, payroll services, business loans, treasury management, etc
  • Oversee sales campaigns to ensure staff is meeting goal objectives
  • Balanced daily cash deposits and vault inventory with zero error rate
  • Processed teller transactions
  • Trained employees on cash drawer and processing operation
  • Adhered to bank security and audit procedures.

Skills

  • Self motivated
  • Reliable
  • Excellent communication skills (verbal/written)
  • Expert in risk management
  • Ability to use outside resources to generate leads and sales
  • Excels in team leadership
  • Conflict resolution
  • Campaign management
  • Maximization of sales potential with every customer interaction
  • Process improvement strategies
  • Quality assurance processes
  • Staff Training and Development
  • Relationship Building
  • Coaching and Mentoring
  • Business development expertise

Timeline

Branch Operations Officer

Poppy Bank
10.2023 - Current

Assistant Branch Manager

Banner Bank
12.2021 - 10.2023

Sr. Branch Relationship Banker

California Bank & Trust
09.2019 - 08.2021

Sr. Relationship Banker/Assistant Manager

Union Bank
05.2004 - 02.2019

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Raymond Torres-Bartley