Carlos Jules
Upper Darby
Summary
Dynamic banking professional with extensive hands-on experience, adept at navigating complex challenges. Recognized for strong problem-solving abilities and a proactive approach to new tasks, consistently demonstrating adaptability, creativity, and a results-oriented mindset. Committed to contributing to organizational goals while effectively leading all facets of new and ongoing business operations. A strategic thinker and tactical decision-maker, driven by a passion for exceptional customer service and exceeding expectations.
Overview
13
13
years of professional experience
Work History
Branch Manager
Citizens Bank
01.2021 - Current
- Develop and implement strategic initiatives to enhance customer service experience.
- Increase customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Foster culture of excellence and accountability, resulting in branch consistently exceeding performance targets.
- Strengthen relationships with key clients, securing long-term partnerships and driving revenue growth.
- Evaluate employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Assistant Branch Manager
Citizens Bank
01.2019 - 01.2021
- Led the branch to achieve high customer satisfaction scores
- Established Partnerships with local businesses
- Monitored vaults to ensure cash balances were accurate within limits
- Assisted in ensuring the branch is following federal laws and regulations
- Supervised team of 8 branch employees and made recommendations regarding performance evaluations.
Universal Banker
Citizens Bank
01.2017 - 01.2020
- Conducted needs assessments to better understand clients' needs and recommend products and solutions based on findings
- Applied and closed personal, and home equity loans for customers
- Opened new accounts
- Developed and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services
Lead Teller Supervisor
Wells Fargo
01.2013 - 01.2016
- Processed financial transactions such as checks cashing, savings, and checking deposits, withdrawals, credit cards and loans payments and performing various back-office functions
- Replenished ATM funds in empty canisters prior to validation process.
- Boosted branch sales with proactive product recommendations based on customer needs.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
- Exceeded cross-selling goals by effectively communicating product benefits tailored to customers' unique financial situations.
Education
High School Diploma -
Inglewood High School
Inglewood, CA06-2004
Skills
- Branch Operations Management
- Customer Service
- Customer Relationships
- Excellent time management skills
- Coaching and Mentoring
- Strong team-builder
Timeline
Branch Manager
Citizens Bank
01.2021 - Current
Assistant Branch Manager
Citizens Bank
01.2019 - 01.2021
Universal Banker
Citizens Bank
01.2017 - 01.2020
Lead Teller Supervisor
Wells Fargo
01.2013 - 01.2016
High School Diploma -
Inglewood High School