Sara Velez
Chicago
Summary
Results-driven Branch Manager with several years of comprehensive experience in financial services. Polished in managing branch, promoting, and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities.
Overview
6
6
years of professional experience
Work History
Branch Manager
JPMorgan Chase
Chicago
06.2024 - Current
- Managed daily branch operations and ensured compliance with banking regulations.
- Led a team of staff in providing exceptional customer service experiences.
- Developed and implemented strategies to enhance branch performance and efficiency.
- Coordinated marketing efforts to promote banking products and services in the community.
- Analyzed financial reports to identify trends and improve branch performance metrics.
- Fostered relationships with local businesses to drive customer growth and retention.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Established and built customer relationships through targeted outreach and initiatives.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Branch Manager
Huntington Bank
Lisle
06.2020 - 05.2024
- Managing portfolio of high value consumer and business customers. Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to OCR guidelines for the branch.
- Leading team to provide excellent customer service and effectively resolve customer issues.
- Leveraging available tools and technology to identify and present sales and service opportunities.
- Maintaining knowledge and educates team on all products, services, technology and policies.
- Maintaining active involvement in the community, and develops key business and community relationships.
- Developing key internal partnerships to drive business in market area.
- Actively overseeing the recruitment / hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture.
- Garnering resources required to support team.
- Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures.
- Understanding branch sales, service, operations and financial performance.
- Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation.
- Performing other duties as assigned.
Education
Bachelor's degree - Nursing
Benedictine University
Skills
- Communications
- Banking
- Sales Management
- Strategic Planning
- Management
- Business Development
- Mentoring
- Account Management
- Marketing
- Relationship Management
- Employee Evaluation
- Financial Report Writing
- Financial acumen
- Outside sales
- Recruiting
- Portfolio management
Languages
Spanish, Expert
Timeline
Branch Manager
JPMorgan Chase
06.2024 - Current
Branch Manager
Huntington Bank
06.2020 - 05.2024
Bachelor's degree - Nursing
Benedictine University