Sofia De Carvalho
Trumbull
Summary
Dynamic Vice President Branch Manager with proven expertise in strategic planning, risk management, and compliance oversight. Driven to enhance customer satisfaction and revenue growth through effective leadership and operational excellence.
Overview
29
29
years of professional experience
4
4
years of post-secondary education
Work History
Vice President Branch Manager
M&T Bank
Bridgeport
08.1996 - Current
- Led strategic initiatives to enhance customer experience and satisfaction.
- Developed and implemented risk management strategies to mitigate financial exposure.
- Collaborated with cross-functional teams to align operational goals with corporate objectives.
- Mentored junior leaders to foster talent development and succession planning.
- Developed and executed strategic plans to support the vision of the organization.
- Established performance standards for staff members in order to drive productivity levels up.
- Ensured compliance with applicable laws and regulations related to operations activities.
- Managed crisis situations, implementing contingency plans to minimize impact on operations.
- Conducted performance reviews and provided feedback to direct reports for career development.
- Oversaw quality assurance efforts to maintain high standards of product and service delivery.
- Facilitated team meetings and workshops to align on goals and strategies.
- Implemented customer service excellence standards to enhance client satisfaction and loyalty.
- Hired, trained, and mentored staff members to maximize productivity.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Implemented strategic offerings to enhance company's suite of products and services.
- Drove revenue by cultivating successful client relations.
- Led branch operations to ensure compliance with banking regulations and policies.
- Managed staff recruitment, training, and performance evaluations for optimal team efficiency.
- Developed and implemented strategic plans to enhance customer service and satisfaction.
- Oversaw daily financial transactions and ensured accuracy in reporting procedures.
- Cultivated relationships with clients to identify needs and promote banking products.
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Managed and inspired team members to perform to full potential, driving branch profitability.
Chairman of the Board
The Center for Family Justice
Bridgeport
05.2024 - 06.2025
- Led strategic planning sessions to align board initiatives with organizational goals.
- Oversaw governance policies ensuring compliance with legal and ethical standards.
- Facilitated collaboration among board members to enhance decision-making processes.
Education
Bachelor of Science - International Business Management
Sacred Heart University
Fairfield, Connecticut, CT 09.1994 - 05.1998
Skills
- Strategic planning
- Risk management
- Performance standards
- Compliance oversight
Languages
Portuguese
Native/ Bilingual
Spanish
Limited
Timeline
Chairman of the Board
The Center for Family Justice
05.2024 - 06.2025
Vice President Branch Manager
M&T Bank
08.1996 - Current
Bachelor of Science - International Business Management
Sacred Heart University
09.1994 - 05.1998