Jason Huerta
Sanger
Summary
Professional with strong background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.
Overview
15
15
years of professional experience
Work History
Branch Manager
Citibank
09.2023 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Branch Manager
Citibank
09.2020 - 09.2023
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Personal Banker
Citibank
09.2015 - 08.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Teller
Citibank
11.2009 - 11.2014
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Education
Certificate - Wildland Firefighter
Reedley College
Reedley, CA05-2015
High School Diploma -
Sanger High School
Sanger, CA06-2006
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Coaching and mentoring
- Excellent work ethic
Languages
Spanish
Timeline
Branch Manager
Citibank
09.2023 - Current
Branch Manager
Citibank
09.2020 - 09.2023
Personal Banker
Citibank
09.2015 - 08.2020
Teller
Citibank
11.2009 - 11.2014
Certificate - Wildland Firefighter
Reedley College
High School Diploma -
Sanger High School
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