ALDO G. ZUNIGA
Anaheim
Summary
Accomplished, results-oriented Senior Branch Manager with 23 years of experience and a strong record of guiding team members to greater efficiency and dependability. Driven professional with a demonstrated ability to maximizing sales/service opportunities while consistently exceeding performance goals. Secured ongoing bank success with the development of community relations through the facilitation of Financial Literacy Seminars, Community partnerships, and Ongoing Coaching of Team Members. Results orientated while managing operation and reputation risk. Seeking a position that will challenge and maximize my management traits, team member development, education, and acquired skills to positively impact company performance, profitability while providing personal and professional growth.
Overview
27
27
years of professional experience
Work History
Senior Business Relationship Manager
Wells Fargo & Company
06.2021 - Current
- Utilized advanced financial analysis techniques to accurately assess client needs.
- Boosted customer satisfaction through timely resolution of issues and proactive communication.
- Managed a portfolio of key accounts, ensuring consistent revenue generation and account retention.
- Developed customized solutions in response to unique client needs, fostering long-term partnerships.
Senior Branch Manager
Wells Fargo Bank
09.2010 - Current
- Oversee the day to day branch operations of business, and affluent high value customer
- Coached, develop, and directed team members to increased production and profitability by enhancing their skills through the use of DAP and their professional goals
- Implemented tactics and strategies to increase market share for the surrounding business and consumer banking market with consistent deposit growth on a quarterly basis
- Initiated and implemented community outreach programs for the district while facilitating financial literacy courses to high schools, college students, and audiences of multiple levels
- Created an engaged and positive environment that had one of the lowest turnover rates in the market
- Partnered with business leaders in Orange County to understand community needs and future trends
- Credit Component Leader for Irvine Corridor
- Managed risk and achieved positive scores on all internal audits year after year
- Responsible for the promotion of 3 BRM’s, 2 RBPB’s, BBS, and 2 Service Managers
- Circle of Stars Winner, Rise to the Top Service Winner, Region Performance Winner
Branch Manager
Wells Fargo Bank
06.2008 - 09.2010
- Open a DENOVO branch in 'Down Town Santa Ana'
- Project Manager for the establishment of the first Wells Fargo Educational Learning Center in Santa Ana
- Taught 'Basics of Banking' to the community through our Educational Outreach Program and Hands on Banking
- Established partnership with the Mexican Consulate to provide educational and financial literacy services to Mexican Nationals and Santa Ana residents
- Partnered with multiple Non-Profits organizations, and local high schools in Santa Ana to provided mentorship and career support to at-risk teens
- Trained and developed bankers to support community through financial literacy
- Meet and exceeded goals for the branch on a quarterly basis
- Established strong partnership with key public figured that addressed community needs
Home Equity Sales Specialist
Wells Fargo Bank
04.2005 - 06.2008
- Responsible for developing and enhancing relationships with customers by increasing market penetration through our Home Equity lending products while ensuring high levels of customer service
- Worked with mortgage officers to establish and/or review opportunities for lending through their book of business
- Maintained strong knowledge of home equity products and policies to ensure customers expectations are met and exceeded
- Handled the process of applications from gathering of all stipulations, discussing terms and conditions, to loan closings
- No inbound phone sales, all outbound or referral based
- Worked independently out of mortgage HUB while using efficient time management skills
- Build strong relationships with mortgage officers while enhancing interpersonal skills
Personal Banker
Wells Fargo Bank
06.2002 - 04.2005
- Performed banking duties and oversaw the financial activities for personal and business accounts
- Responsible for managing personal assets, including mortgages, savings, checking and money market accounts, and Certificates of Deposit (CDs)
- Examined client’s assets and made suggestions of additional banking services, when uncovering financial needs
Sergeant
U.S. Army
01.1998 - 01.2002
- Responsible for the professional development of enlisted soldiers
- Train and evaluate staff, providing appropriate feedback regarding performance and training requirements
- Identify mission objectives, organize needed resources, direct operational efforts to achieve desired results
- Enforce, track and insure compliance with all organization policies and procedures
- Gather and disseminate information for status reports for presentation to management staff
- Involved in multiple deployments that include 'War on Terrorism', Bosnia/Kosovo Peace Mission, and West Point training
- Graduated Sergeant's course 2000
- Ranger School 2000
Education
MBA - Accounting And Finance
USC Marshall
Los Angeles06.2027
B.A. - Business Management
University of Phoenix
Costa Mesa, CA01.2008
Skills
- Bilingual: Spanish
- Veteran of US Army and California National Guard
Community Service
- Working with Local Veteran Non-Profits in AZ
- Arizona Veterans of Wells Fargo Board Member
- Financial Literacy Coordinator for Middle College High School
- Developed 'Basics of Banking' presentation for UC Irvine students, Trabuco Hills HS
- Soccer Coach for Maricopa United FC
Timeline
Senior Business Relationship Manager
Wells Fargo & Company
06.2021 - Current
Senior Branch Manager
Wells Fargo Bank
09.2010 - Current
Branch Manager
Wells Fargo Bank
06.2008 - 09.2010
Home Equity Sales Specialist
Wells Fargo Bank
04.2005 - 06.2008
Personal Banker
Wells Fargo Bank
06.2002 - 04.2005
Sergeant
U.S. Army
01.1998 - 01.2002
B.A. - Business Management
University of Phoenix
MBA - Accounting And Finance
USC Marshall
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