Yomaira Sarmiento
Sussex,NJ
Summary
As a resourceful Branch Manager offering more than 30 years of experience in challenging, fast-paced Finance environments, ready to offer years of experience in this industry to this new role. Effectively implemented strategies that have lead to the developmental growth of the business and the branch team members. Discerning Finance professional, hard-working and dedicated with strong strategic planning, and leadership abilities that deliver on business priorities. Highly organized, forward-thinking and responsive to changing demands. Amiable professional known for leading constructive and cooperative working relationships within team setting. Enthusiastic in leading staff to exceed sales goals while delivering excellent customer service.
Overview
30
30
years of professional experience
Work History
Branch Manager
JPMorgan Chase
08.2008 - Current
- Successfully managed $620mm book of business. Responsible for achieving deposit and investment growth. Cultivate marketshare and customer retention. Ensure appropriate strategies to increase productivity and performance levels are in place while nurturing high moral environment that encourages employees to do their best.
- Drive risk and controls environment to protect client information and safety and to ensure we're operationally sound. Coach team to safeguard customers and our business. Ensure branch team complies with policies, procedures and regulatory banking requirements. Have always received effective internal audit scores of which 8 had zero findings.
- Consistently, through deep dives and observations put plans in place that drive business results and achieve financial success.
- Recruit, retain and develop top diverse talent that leads to career growth. Create culture of excellence and environment that delivers exceptional, diverse and inclusive workplace for both customers and employees.
- Optimize staff productivity by managing inter-team conflict resolution, and deliver honest constructive yearly performance reviews.
- Maximize use of digital innovation to allow clients to bank when, where and how they want.
- Prioritize right behaviors to ensure excellent customer experience.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
Business Relationship Manager
JPMorgan Chase
07.2003 - 08.2008
- Provided comprehensive and customized business banking solutions tailored to financial needs and circumstances of businesses.
- Regularly conducted in person calls with prospects, centers of influence and existing clients at their place of business looking for ways to cultivate long term primary banking relationships.
- Identified personal financial goals and needs of business clients and collaborated with partners across lines of business to connect clients with specialists who would help meet their financial needs.
- Spearheaded growth initiatives to improve productivity by conducting branch visits and working with Branch Managers to develop Branch Action Plans to deepen results.
- Provided leadership by actively supporting my assigned branches and their team members with ongoing coaching and development of business skills.
- Championed corporate social responsibility initiatives that aligned with company values and positively impacted the community.
Relationship Representative
JPMorgan Chase
06.2001 - 07.2003
- Managed assigned customers and proactively met with them—in person and over phone- to build lasting relationships, discovered financial needs and tailored product and service solutions.
- Played key role in building relationships with on boarding new customers by getting to know them through profiling, identified needs and preferences to tailor products and services.
- Was licensed to sell investments products.
Customer Service Representative
JPMorgan Chase
02.1998 - 06.2001
- Engaged clients and made them feel welcome, assisted in their banking needs and promptly addressed concerns and provided accurate information.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Teller
JPMorgan Chase
10.1995 - 02.1998
- Promoted welcoming atmosphere in branch by greeting customers warmly upon arrival and addressing them by name when possible to build relationships.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Skills
- Strong leadership skills
- Expert in risk management/Controls/regulatory requirements
- Recruit, hire and retain top diverse talent
- Proven track record of coaching and developing highly performing team
- Honest, with excellent work ethic
- Dependable/reliable
- Ability to build relationships and collaborate with other lines of business
- Bilingual
- Identify needs of market segment and ability to translate knowledge for execution of growth strategy
- Excellent communication skills
- Client relationship development/Great Customer Experience
Timeline
Branch Manager
JPMorgan Chase
08.2008 - Current
Business Relationship Manager
JPMorgan Chase
07.2003 - 08.2008
Relationship Representative
JPMorgan Chase
06.2001 - 07.2003
Customer Service Representative
JPMorgan Chase
02.1998 - 06.2001
Teller
JPMorgan Chase
10.1995 - 02.1998