Tala Matin
Mission Viejo,CA
Summary
A results-driven and accomplished branch manager with 12 years of experience in the financial industry. Seeking a challenging position where I can utilize my leadership skills, strategic thinking, and expertise in driving branch performance, and customer satisfaction.
Overview
12
12
years of professional experience
Work History
Branch Manager
Wells Fargo Bank
01.2018 - Current
- Lead a team of 12 employees and 5 partners in providing exceptional customer service, managing risk and increasing Branch growth
- Developed and executed strategies to increase branch growth in Deposit, Credit and investment
- Developed and executed strategies to increase consumer and business new acquisition
- Implemented effective risk management practices to ensure compliance with regulatory requirements
- Fostered a positive work environment, encouraging teamwork and employee development
- Built and maintained strong relationships with high-value clients, enhancing customer retention rates
Assistant Branch Manager
Wells Fargo Bank
01.2017 - 01.2018
- Assisted the branch manager in daily operations, including customer service, employee supervision, and sales management
- Conducted regular performance evaluations and provided coaching to team members to improve sales performance
- Collaborated with various departments to streamline processes and enhance operational efficiency
- Ensured compliance with banking policies and procedures, including security and risk management
Teller/ Personal Banker
Wells Fargo
01.2013 - 01.2017
- Managed customer accounts, processed transactions, and provided financial advice and solutions
- Cross-sold banking products and services to meet individual and branch sales goals
- Conducted financial analysis and credit assessments for loan applications
- Resolved customer inquiries and concerns promptly and effectively
Education
Master of Civil & Environmental Engineering -
California State University of Fullerton
01.2014
Skills
- Leadership and team management
- Sales and business development
- Financial analysis and risk management
- Customer relationship management
- Regulatory compliance
- Communication and interpersonal skills
- Business development expertise
- Relationship building and management
- Excels in team leadership
- Account analysis expertise
- Staffing optimization
- Expert in risk management
Timeline
Branch Manager
Wells Fargo Bank
01.2018 - Current
Assistant Branch Manager
Wells Fargo Bank
01.2017 - 01.2018
Teller/ Personal Banker
Wells Fargo
01.2013 - 01.2017
Master of Civil & Environmental Engineering -
California State University of Fullerton
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