Summary
Overview
Work History
Education
Skills
Timeline
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Sarkis Sayadi

San Jose,CA

Summary

Results-driven Branch Manager with 7 years of comprehensive experience in financial services. Polished in managing branch, promoting and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities.

Overview

4
4
years of professional experience

Work History

Branch Manager

Citibank
06.2022 - Current
  • Administer branch sales, service, control and management of human resources
  • Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service
  • Execute planning and budgeting activities to ensure branch annual goals are met
  • Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff
  • Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction
  • Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings
  • Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations
  • Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding
  • Manage branch book, including commercial, small business, consumer accounts
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Personal Banker

Citibank
Santa Clara, CA
06.2021 - 06.2022
  • Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products
  • Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base
  • Perform calling activities including outbound sales as well as follow ups
  • Manage and grow sales book.

Area Banker

Citibank
South Bay Area, CA
11.2020 - 06.2021
  • Convert service requests into sales or referrals and connect clients to the appropriate partners as necessary
  • Complete outbound calls, follow up, and facilitate the execution of financial transactions in accordance with bank policies and procedures
  • Deliver high quality customer service and identify financial needs to maximize relationships and acquire new customers
  • Work directly with Area director to help train branch employees on policy.

Education

B.S. Business Administration -

William Jessup University
08-2024

Skills

  • Sales Development
  • Interviewing and Hiring
  • Business Development
  • Expert in Risk Management
  • Scheduling
  • Excels in Team Leadership
  • Operational Reports
  • Relationship Building
  • Expert in SalesForce
  • Client Relationship Management
  • Time management
  • Microsoft Office products
  • Customer service
  • Sales
  • Excellent team player

Timeline

Branch Manager

Citibank
06.2022 - Current

Personal Banker

Citibank
06.2021 - 06.2022

Area Banker

Citibank
11.2020 - 06.2021

B.S. Business Administration -

William Jessup University

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Sarkis Sayadi