Wendy Perez
Brockton,MA
Summary
Experienced banking manager with 20 years of expertise in leading branch teams, optimizing operations, and delivering outstanding service. Demonstrated success in increasing profitability, strengthening customer loyalty, and building meaningful community partnerships. Adept at strategic planning, team development, and driving growth through innovative solutions. Committed to fostering a positive, collaborative environment and creating lasting value for clients,
colleagues, and the community.
Overview
17
17
years of professional experience
2
2
Certifications
Work History
Banking Center Officer
South Shore Bank
Weymouth, Massachusetts
03.2024 - 04.2025
- Implemented targeted sales strategies that consistently exceeded revenue objectives.
- Developed strategic action plans to enhance customer retention and meet lending goals.
- Managed daily branch operations, ensuring regulatory compliance and smooth workflow.
- Enhanced customer relationships through personalized service and active community engagement.
- Recruited, trained, and mentored team members, fostering a customer-focused workforce.
- Partnered with management to analyze branch performance metrics, identifying opportunities for continuous improvement.
- Monitored staff performance regularly, providing coaching to enhance productivity and team dynamics.
Branch Manager
Citizens Bank
Brockton , Hanover, MA
03.2011 - 11.2023
- Drove 20% growth in deposits and 25% increase in new customer acquisitions.
- Strengthened community partnerships, leading to 10% increase in new business.
- Implemented customer-centric initiatives to boost satisfaction and loyalty.
- Led process improvements to elevate service quality and manage operational risks.
- Analyzed performance metrics to guide strategic decisions and foster growth.
- Managed staff scheduling and daily operations to ensure compliance and maintain service quality during pandemic.
- Built high-performing teams through targeted recruitment, onboarding, and coaching.
Assistant Branch Manager
Citizens Bank
Brockton, Massachusetts
06.2008 - 04.2011
- Achieved branch sales goals through teamwork and targeted performance initiatives.
- Supervised daily branch operations to ensure efficient customer service delivery.
- Monitored daily operations, assisting branch manager with operational tasks for seamless service.
- Maintained positive customer relationships by promptly resolving inquiries and complaints.
- Trained and mentored staff on bank policies and customer service standards.
- Provided leadership in the absence of branch manager, ensuring continuity of services.
- Collaborated with management to develop strategic plans for business objectives.
- Processed financial transactions including deposits, withdrawals, transfers, and loan payments.
Education
High School Diploma -
Couva Govenment Secondary School
Trinidad, W.ISkills
- Financial expertise
- Customer service
- Business development
- Sales strategy
- Analytical problem solving
- Tech proficiency
- Multitasking capabilities
- Team leadership
- Relationship management
- Effective communication
Certification
Notary Public of Ma
Accomplishments
Citizens Of Excellence 5 time winner - achieving TOP 4% or higher in overall annual performance.
Work Preference
Salary Range
$110000/yr - $200000/yrTimeline
Banking Center Officer
South Shore Bank
03.2024 - 04.2025
Branch Manager
Citizens Bank
03.2011 - 11.2023
Assistant Branch Manager
Citizens Bank
06.2008 - 04.2011
High School Diploma -
Couva Govenment Secondary School