Tyler Souza
Foster,RI
Summary
Motivated and experienced financial professional and current manager, excelling in cultivating strong customer and colleague relationships while driving company performance and sales growth. My expertise includes financial analysis, regulatory compliance, and team development, with a proven track record of success and growth in various roles, demonstrating my ability to rapidly learn and excel in any position.
Overview
10
10
years of professional experience
Work History
Branch Manager
Citizens Bank
Warwick, RI
02.2023 - Current
- Recruited, interviewed, and trained employees while planning, assigning, and directing work. Also appraised performance to inspire an engaged team focused on pleasing and retaining customers.
- Developed and implemented strategies to achieve established growth, sales, and profit objectives for the branch. Performance consistently surpassed set goals.
- Implemented internal control procedures to minimize risk exposure and maximize profitability.
- Maintained current knowledge of industry trends, competition and regulations resulting in the identification of process improvement opportunities within the branch.
- Developed strong professional connections with influential bank and branch partners, ensuring clients receive outstanding relationship experiences.
Relationship Banker
Citizens Bank
Warwick, RI
10.2021 - 02.2023
- Advised customers on bank products, services and financial planning options to strengthen relationships with the bank.
- Consistently met or exceeded sales goals by identifying and understanding customers financial and banking needs.
- Participated in training and mentoring of new colleagues, assisting with onboarding.
Bank Teller
Citizens Bank
West Warwick, RI
08.2020 - 10.2021
- Employed excellent money handling abilities to operate and balance cash drawer daily.
- Followed company and regulatory policies to protect customer and bank assets.
- Served as first point of contact for clients and displayed positive first impressions through friendly and expert customer service.
Farm Hand & Retail Assosciate
Pezza Farm Inc
Johnston, RI
07.2015 - 08.2020
- Improved operational efficiencies while managing customers' requests, store inventory, transactions, new purchase orders, and pricing needs.
- Used consultative sales approach to understand customer needs and recommend relevant offerings
- Cross-trained employees to do other jobs within business, increasing job skills and productivity.
Education
Bachelor of Arts - Finance
Southern New Hampshire University
Hooksett, NH08-2023
Associate of Arts - Business
Community College of Rhode Island
Warwick, RI06.2020
Securities Industry Essentials (SIE)
FINRA
State Health, Accident, And Life Insurance License
Rhode Island Division of Insurance
Skills
- Exceptional Problem Solving
- Analytical & Critical Thinking
- Regulatory Compliance Expertise
- Relationship & Rapport Building
- Social Perceptiveness
- Technologically Savvy
- Financial Analysis and Reporting
- Effective Communicator
- Team Development and Mentorship
- Risk Management
Timeline
Branch Manager
Citizens Bank
02.2023 - Current
Relationship Banker
Citizens Bank
10.2021 - 02.2023
Bank Teller
Citizens Bank
08.2020 - 10.2021
Farm Hand & Retail Assosciate
Pezza Farm Inc
07.2015 - 08.2020
Bachelor of Arts - Finance
Southern New Hampshire University
Associate of Arts - Business
Community College of Rhode Island
Securities Industry Essentials (SIE)
FINRA
State Health, Accident, And Life Insurance License
Rhode Island Division of Insurance