Pedro Acevedo
Duluth
Summary
Results-driven management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in leadership and client relations.
Overview
8
8
years of professional experience
Work History
Branch Manager
JP Morgan Chase Bank NA
02.2022 - Current
- Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and values of Service, Heart, Curiosity, Courage, and Excellence.
- Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
- Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
- Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
- Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
- Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
- Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Operations Manager
Wells Fargo Bank N.A.
09.2019 - 02.2022
- Build and maintain strong relationships with personal and business clients.
- Work hand to hand with management to set expectations and review area of opportunities across team members and running the branch effectively.
- Multitasking by completing transactions and Identifying needs from clients to help them succeed financially, introducing them to a specialist banker that can help them further and discover all needs.
- Having digital conversations such as mobile and online banking to share benefits with each client.
- Balancing and staying in compliance with policies and procedures.
- Complete daily, weekly and monthly tasks.
- Staying up to date with promotions and company offers for clients, set individual goals vs branch goals and review daily.
- Team building to work as one to ensure our clients receive the best service possible, and to escalate any complaints by properly addressing them by following up immediately to ensure best service.
Teller Coordinator
SunTrust
11.2018 - 09.2019
- Review branch documents on a daily basis, complete and acknowledge them on time. To ensure to be in compliance.
- Coach and develop an effective service and sales team, set up observations and review them with each individual.
- Work daily on Branch Operations Control Review Tool.
- Set a positive customer experience with each client. Building relationships personal and business and maintaining them by properly asking questions and servicing how we can help them grow financially.
- Maintain a good standing cash flow in vaults, and teller line, order money weekly for the branch by using specific websites and paper trails that can identify information.
- Set one on ones with tellers and review their development plan
- Proactively managing risk by following policy and procedures.
- Run daily a cash drawer and identify clients needs to introduce to branch partners and exceed branch goals. Following up and setting appointments with businesses and personal customers.
Service Manager
Wells Fargo Bank N.A.
03.2018 - 11.2018
- Review reports on a daily basis, complete and acknowledge them on time.
- Hire, coach and develop an effective service and sales team, set up observations and review them with each individual.
- Set a month in advance schedule for tellers and bankers.
- Work daily on Branch Control Review locker, review paper work that has been work throughout the day.
- Ensure compliance paper work and posters, brochures are up to date.
- Set a positive customer experience with each customer.
- Maintain a good standing cash flow in vaults, and teller line, order money weekly for the branch.
- Set one on ones with tellers and review their development plan
- Assist Service manager meetings and go over branch operations and standards.
- Proactively managing risk by following policy and procedures.
- Coach team by properly identifying customers and businesses needs to ensure we help them succeed financially. Introduce bankers for follow ups and referrals to business partners.
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
Languages
Spanish
Native or Bilingual
Prior Development:
- Extensive Customer Service Training
- Completed Banker Coach Mentor Program
- Certification Completed for Business Advocate
- Certified for Wells Fargo At Work Advocate
Section name
Speak Fluent English and Spanish; Coaching and Mentoring experience; Nominee for Excellence Service; Recognized for High Achievement; Team Leader
Timeline
Branch Manager
JP Morgan Chase Bank NA
02.2022 - Current
Operations Manager
Wells Fargo Bank N.A.
09.2019 - 02.2022
Teller Coordinator
SunTrust
11.2018 - 09.2019
Service Manager
Wells Fargo Bank N.A.
03.2018 - 11.2018