Work Preference
Summary
Overview
Work History
Education
Skills
References
Timeline
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Sherwin Talison

Work Preference

Job Search Status

Open to work

Desired Job Title

Branch Manager AVPVP Branch Sales Manager / Sr. Branch Business DevelopmentVP Branch Manager / Branch Business BankerAVP Branch Manager / Sales Manager

Location Preference

On-SiteRemote
Location: USChicago, ILAtlanta, GAWashington, DCDallas, TX
Open to relocation: Yes

Summary

Results-driven banking professional with extensive experience in branch management, sales leadership, and financial analysis. Proven track record of driving profitability, managing risk, and optimizing client portfolios. Expertise in cross-selling, compliance, and strategic planning. Strong analytical skills with a focus on data-driven decision-making. Seeking to transition into a Credit Card Analyst role, leveraging deep industry knowledge and a commitment to enhancing credit portfolio performance.

Branch manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. Several year history of success in the field.

Overview

7
7
years of professional experience

Work History

Branch Manager AVP

PNC Bank
Chicago
08.2025 - Current
  • Managed branch operations to ensure compliance with banking regulations.
  • Directed staff training programs to enhance customer service skills.
  • Oversaw daily financial activities and transactions for branch efficiency.

VP Branch Sales Manager / Sr. Branch Business Development

BMO Bank
Chicago
07.2023 - Current
  • Lead a team of banking professionals to achieve sales targets and deliver exceptional customer service.
  • Develop and implement strategies to increase branch profitability and market share.
  • Oversee cash management, compliance, and risk mitigation for daily operations.
  • Build and maintain relationships with high-value clients and key stakeholders.
  • Analyze client portfolios to identify opportunities for financial growth and retention.
  • Provide coaching and mentorship to enhance team performance and productivity.
  • Collaborate with regional teams to execute marketing initiatives and product launches.
  • Recognized as Top Performer in Regional Sales for exceeding quarterly targets by 25%.

VP Branch Manager / Branch Business Banker

Citi Bank
Chicago
07.2022 - 07.2023
  • Managed branch operations, ensuring compliance with regulatory and internal policies.
  • Executed sales plans to drive revenue growth and meet performance objectives.
  • Mentored team members to improve sales techniques and customer service skills.
  • Streamlined operational processes to enhance efficiency and reduce turnaround time.
  • Identified client financial needs and recommended tailored banking solutions.
  • Partnered with corporate teams to support product promotions and campaigns.
  • Achieved 15% growth in deposit accounts by implementing a referral incentive program.

AVP Branch Manager / Sales Manager

Truist Bank
03.2019 - 07.2022
  • Directed branch operations, including sales, customer service, and risk management.
  • Spearheaded cross-selling initiatives to expand client product adoption.
  • Led a team of banking professionals through training and performance development.
  • Strengthened client relationships by providing personalized financial solutions.
  • Ensured adherence to compliance standards and internal control measures.
  • Analyzed market trends to adjust sales strategies and improve competitive positioning.
  • Boosted branch profitability by 20% by optimizing product bundling strategies.
  • Reduced operational risks by 30% through enhanced compliance monitoring and staff training.

Education

BBA - Business Analytics

Southern New Hampshire University
Hooksett, NH
01.2026 - 05.2026

Simeon Career Academy

Skills

  • Credit Risk Analysis
  • Loan Underwriting
  • Portfolio Management
  • Regulatory Compliance
  • Financial Reporting
  • Fraud Detection
  • Payment Processing
  • Deposit Operations
  • Cross-Selling
  • Client Needs Assessment
  • Relationship Management
  • Attention to Detail
  • Problem-Solving
  • Time Management
  • Training & Development
  • Interest Rate Analysis
  • Data Analysis
  • Financial Modeling
  • Trend Forecasting
  • Microsoft Excel
  • Team Leadership
  • Process Improvement
  • Operational Efficiency
  • Policy Implementation

References

Available upon request.

Timeline

BBA - Business Analytics

Southern New Hampshire University
01.2026 - 05.2026

Branch Manager AVP

PNC Bank
08.2025 - Current

VP Branch Sales Manager / Sr. Branch Business Development

BMO Bank
07.2023 - Current

VP Branch Manager / Branch Business Banker

Citi Bank
07.2022 - 07.2023

AVP Branch Manager / Sales Manager

Truist Bank
03.2019 - 07.2022

Simeon Career Academy
Sherwin Talison