Summary
Overview
Work History
Education
Skills
Websites
References
Timeline
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Sidney Patton

Pittsburg,CA

Summary

Results-driven banking professional with over 30 years of banking expertise, passionate about creating innovative strategies that not only mitigate risk, but also elevate the client experience. Proven leader dedicated to empowering teams, ready to bring knowledge wealth, providing client-centric approach to drive your organization forward.

Overview

13
13
years of professional experience

Work History

Senior New Accounts/Customer Service Rep. III

Poppy Bank
Walnut Creek, California
11.2024 - 06.2025
  • Utilized a diverse analytical techniques to deliver targeted solutions, exceeding clients' financial needs with exceptional customer care.
  • Seized opportunities to create enduring connections with clients and colleagues, deepening relationships, and driving organizational success.
  • Performed with high accuracy to ensure that compliance with company protocols was intact for managing sensitive information.
  • Approved significant teller transactions while adhering to assigned thresholds.
  • Maintained high ethical standards in all operations, facilitating managerial duties, mindful of leading by example.

Preferred Banking Senior Analytics Banker

First Republic Bank
San Francisco, California
11.2019 - 07.2024
  • Ensured asset protection by conducting meticulous research on client behaviors, utilizing various data analysis tools to identify and mitigate fraud.
  • Met strict specifications for wire requests totaling up to $175 million, providing personalized, high-touch service to ultra-high-net-worth clients, to reduce fraud risk.
  • Demonstrated strong self-management by synthesizing complex data into clear reports for senior management, facilitating informed strategic planning.
  • Led the PBCS Analytics Team on special projects, emphasizing client and bank asset protection, while securing full support from risk management, fraud prevention, compliance, and cybersecurity.
  • Facilitated support for Compromised Accounts teams by managing fraud cases that required new account establishment, closing compromised accounts, and overseeing liaison duties during a 180-day oversight of client accounts to ensure protection.

Assistant Branch Manager

Wells Fargo Bank
03.2012 - 01.2019
  • Delivered routine training sessions to educate new and existing colleagues on corporate protocols, operational guidelines, and sales excellence.
  • Supervised teller duties, including balancing cash drawers and verifying transaction accuracy.
  • Supplied essential support to management, alleviating administrative burdens.
  • Developed personalized account packages, loan applications, and complex banking transactions for bankers and clients.
  • Ensured compliance with all applicable banking laws, regulations, policies, and procedures related to banking operations.

Education

High School Diploma -

Fremont High School

Skills

  • Effective Strategic Planning
  • Data analytics expert
  • Project management
  • Forward thinking and forward planning
  • Risk Management Policies and Procedures
  • Quality assurance specialist
  • Self-Leadership, Team Leadership, and Business Leadership
  • Excellent communication, verbal, and written
  • Operations management
  • Financial processes understanding
  • Work well with teams, or independently

References

References available upon request.

Timeline

Senior New Accounts/Customer Service Rep. III

Poppy Bank
11.2024 - 06.2025

Preferred Banking Senior Analytics Banker

First Republic Bank
11.2019 - 07.2024

Assistant Branch Manager

Wells Fargo Bank
03.2012 - 01.2019

High School Diploma -

Fremont High School

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