Summary
Overview
Work History
Education
Skills
Timeline
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Sara Mateos

Silver Spring,MD

Summary

Banking professional focused on team building, client service and processes. Broad background in operations, risk management and talent development. Driven to surpass company goals while thriving in deadline-driven environments.

Overview

11
11
years of professional experience

Work History

Senior Relationship Banker

Truist Bank
06.2017 - Current
  • Analyzed clients needs and opportunities, providing tailored recommendations to help clients achieve financial confidence.
  • Created strong relations with clients by establishing trust and transparency
  • Consistently meeting quarterly branch quotes contributing to the second highest region in the company
  • monthly open an average of $3ook to checking, savings, money market, cd's, retirement and business accounts
  • Average monthly 275k in lending services including Home Equities, lines of credit and credit cards
  • Kept record of personal and overall branch stats to exceed branch goals
  • Refer clients to partners in specialty areas such as Investments, Merchant services, Treasury, Mortgage consultants, personal and business insurance.
  • Certified through the Secretary of State to provide Notary Services
  • Ensure all operational band security policies are followed in accordance with bank policy and federal regulations
  • Managed the branch operations by maintaining paperwork in compliance and applying best practices from previous audits

Mortgage Consultant

Wells Fargo Bank, N.A.
08.2016 - 06.2017
  • Acquire and maintain relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership
  • Maintain knowledge of company products, programs,rates, policies,loan procedures and underwriting requirements
  • Provide home lending options for the consumer to make an informed decision, while providing excellent customer service
  • Use tools and resources ton generate opportunities aside from walk in business and referals

Personal Banker

Wells Fargo Bank, N.A.
02.2015 - 08.2016
  • Met with clients through calling efforts and appointment settings
  • Kept record of personal and overall branch stats to exceed branch goals
  • Analyzed customer needs and opportunities, providing resolution with recommendations to help them achieve financial success
  • Worked closely with Wells Fargo Partners, reffering clients ton specialty areas such as Private Banking, Business Management Group, Merchant Services, Mortgage Consultants and Investments
  • Ensure all operational and security policies are followed in accordance with bank policy and federal regulations

Store Co-Manager

Bebe Stores Inc.
06.2013 - 10.2014
  • Prepared and submitted store schedules weekly, based on store trend, projection and payroll budget guidelines
  • Recruit, interview, hire, train and develop store team and retain world class talent
  • Evaluated store team performance and provide timely coaching, feedback and reviews
  • Implemented and insured follow through of visual presentation standards
  • Provided weekly feedback to District Manager regarding merchandise mix, stock levels, recommended markdowns and consolidation
  • Conducted store meetings to ensure loss prevention awareness, adherence ton all Bebe policies and operational procedures

Education

High School Diploma -

Continental Academy
Fort Lauderdale, FL
1998

Skills

  • Customer service
  • Strategic planning
  • Budgeting and finance
  • Recruitment
  • Inventory control
  • Personnel management
  • Talent development
  • Operations management
  • Microsoft Word, Excel, PowerPoint, Outlook and Teams

Timeline

Senior Relationship Banker

Truist Bank
06.2017 - Current

Mortgage Consultant

Wells Fargo Bank, N.A.
08.2016 - 06.2017

Personal Banker

Wells Fargo Bank, N.A.
02.2015 - 08.2016

Store Co-Manager

Bebe Stores Inc.
06.2013 - 10.2014

High School Diploma -

Continental Academy

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Sara Mateos