Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Smerlyn Diaz

Syracuse

Summary

Dynamic and bilingual financial leader with extensive experience in business relationship management, branch operations, and staff development. Proven ability to build trusted partnerships with business clients by understanding their goals, analyzing financial performance, and delivering tailored solutions in deposits, lending, and treasury management. Recognized for driving revenue growth, maintaining flawless compliance, and developing high-performing teams that deliver superior customer experiences. Passionate about supporting entrepreneurs and strengthening community-based business success.

Overview

12
12
years of professional experience

Work History

Bilingual Senior Branch Manager, VP

M&T Bank
Syracuse
08.2021 - Current
  • Manage and support a diverse portfolio of business clients by providing personalized guidance, account reviews, and banking recommendations tailored to their operations.
  • Partner with Business Banking, Treasury Management, and Merchant Services teams to offer customized solutions that enhance client efficiency and business success.
  • Collaborate with internal partners to deliver seamless onboarding experiences and ensure consistent follow-up for client satisfaction.
  • Maintain 100% audit compliance through effective operational oversight, risk mitigation, and adherence to regulatory requirements.
  • Lead and develop a motivated branch team focused on service excellence, relationship management, and consistent client engagement.
  • Utilize bilingual communication skills to build trust with diverse business owners and strengthen community connections.
  • Oversaw day-to-day branch performance, staffing, and compliance while actively supporting business banking initiatives and relationship outreach.

Personal banker

Wells Fargo Bank
New York
11.2019 - 05.2020
  • Supported customers with checking, saving, CD, and credit card accounts and provided other deposit product services at the customer’s request.
  • Educated customers on varieties of online banking tools to enhance their banking experience.
  • Collaborated with management to effectively communicate and implement performance standards and sales objectives.

Teller Service Manager

TD Bank
New York
05.2017 - 11.2019
  • Branch operations and assisted the manager on assigned projects and made recommendations to improve branch operations and development.
  • Supported Branch Manager with all team member activities related to sales staff including interviewing, hiring, coaching, and performance management.
  • Provided pre-screening for cross-selling opportunities as well as referrals of all banking products to new and existing customers.

Lead Teller Operations Specialist

Chase Bank
Oneida
08.2013 - 12.2016
  • Supported the Branch Manager and Tellers to ensure financial transactions were completed accurately and efficiently.
  • Oversaw all aspects of branch internal operations, including loss control, reducing risks, compliance, robbery and security and audits on all cash, vaults, and ATMs.
  • Managed and updated branch’s staff schedule in collaboration with the manager emphasized need to build relationships with clients.

Education

A.S. - Business Administration

LaGuardia Community College
01.2012

B.S. - Integrative Professional Studies

SUNY Oswego

Skills

  • Community Outreach
  • Business Relationship Management
  • Commercial & Small Business Support
  • Treasury Management Collaboration
  • Financial Review & Client Analysis
  • Business Growth & Client Relations
  • Leadership & Team Development
  • Operations & Risk Management
  • Compliance & Audit Management
  • Bilingual communication: English & Spanish

Websites

Timeline

Bilingual Senior Branch Manager, VP

M&T Bank
08.2021 - Current

Personal banker

Wells Fargo Bank
11.2019 - 05.2020

Teller Service Manager

TD Bank
05.2017 - 11.2019

Lead Teller Operations Specialist

Chase Bank
08.2013 - 12.2016

A.S. - Business Administration

LaGuardia Community College

B.S. - Integrative Professional Studies

SUNY Oswego

Similar Profiles

CREATE PROFILE