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Skills

  • Project management
  • Relationship management
  • Process improvement
  • Organized
  • Financial reporting
  • Sales forecasting
  • Business development expertise
  • Business Strategy
  • Banking
  • Cost reduction strategies

Work Experiences

  • Reviewed more than 11 financial statements per several months.
  • Established procedures and working methods for other departments.
  • Created a friendly, warm, and welcoming customer service branch environment.
  • Wrote reports that detailed the activities of the branch.
  • Was in charge of a branch team that included 13 customer service reps and 18 personal bankers.
  • Wrote reports on deteriorating trends and losses at the end of the fiscal year.
  • Conducted sales training sessions.
  • Oversaw a branch with an average monthly deposit of $11.
  • Hired, trained, and mentored 16 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Review reports on a regular basis in order to maximize Branch's profit.

Summaries

  • Branch Manager veteran with 2 years of progressive Banking and Financial Services experience.
  • Outstanding communicator who is fluent in Portuguese and knows how to deal with employees, vendors, and partners.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Branch Manager is well-versed in regulations, best practices, and strategies for success.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Customer acquisition and relationship-building skills.
  • To transform low-performing locations into successful businesses, he employs energetic and resourceful problem-solving and business analysis.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.

Accomplishments

  • Led a team-focused initiative that reduced operational inefficiencies, decreasing costs by 36%.
  • Resolved product issue through consumer testing.
  • Spearheaded a sales incentive program that increased team productivity by 30% within three years.
  • Strategically restructured branch sales operations, resulting in an increase in revenue of 9 and profits by 52%.
  • Successfully implemented a customer-first service approach, increasing retention by 42% over the past year.
  • Developed and executed branch growth strategies resulting in 55% sales increase in 2015.
  • Streamlined branch processes, reducing average customer transaction time by 8 minutes while maintaining service accuracy.
  • Facilitated standard by implementing procedure.
  • Increased monthly revenue 4% through implementation of strategic initiatives.
  • Achieved successful IPO for Meridian.

Affiliations

  • Project Management Institute (PMI) Member
  • Institute of Leadership & Management (ILM)
  • Toastmasters
  • The Financial Planning Association (FPA)
  • Institute of Risk Management (IRM)
  • Turnaround Management Association (TMA)
  • American Marketing Association
  • Chartered Institute of Marketing (CIM)
  • Association of Information Technology Professionals
  • National Retail Federation (NRF)

Certifications

  • Chartered Financial Analyst (CFA)
  • Six Sigma Green Belt Certification
  • Certified Credit Union Executive (CCUE)
  • Negotiation Mastery Certification by Harvard Business School
  • Cisco Certified Network Associate (CCNA)
  • Financial Risk Manager (FRM)
  • HubSpot Inbound Marketing Certification
  • Cisco Certified Internetwork Expert (CCIE)
  • ISO 9001:2015 Quality Management Systems Auditor Certification
  • CompTIA Network+

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