Marco Cortes
Kerman
Summary
Experienced with financial counseling techniques to educate and guide clients on personal finance matters. Utilizes personalized strategies to address individual financial challenges effectively. Knowledge of financial planning, budgeting, and debt management ensures clients are well-equipped to achieve financial stability.
Overview
2026
2026
years of professional experience
Work History
VP Banking Center Manager
Community West Bank
2023 - Current
- Led strategic initiatives to enhance customer experience and engagement across banking services.
- Directed cross-functional teams to streamline operational processes and improve efficiency.
- Analyzed market trends to inform product development and service offerings, driving competitive advantage.
- Oversaw risk management strategies, ensuring compliance with regulatory requirements and internal policies.
- Developed training programs for staff, enhancing skill sets and improving team performance metrics.
- Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
Regional Banking Branch Manager
Wells Fargo
11.2019 - 2023
- Developing team members based on observations, coaching, and system reporting reports to help them better assist and educate their customers consistently and becoming more effective in their role.
- Leverage bank metric reporting to uncover trends and identify any areas of opportunity to help coach bankers and managers of how to improve branch efficiency and customer experience.
- Coaching bankers regularly to building lifelong relationships with their customers leading with care, asking questions, and being genuine during their interactions.
- Coaching specialty bankers to properly align customers to their book of business and leverage reporting to uncover opportunities or recognition.
- Providing excellent customer service to all customers by coaching and developing expectations with branch by observations and providing feedback on the spot.
- Being a risk manager by staying up to date with policies and procedures and providing changes to the team as they become available. Also conducting knowledge checks during 1:1’s, on the spot coaching, and morning huddles.
- Ensuring everyone is staying safe with the protocols for COVID and managing all health requirements when working in the branch at all times.
Service Manager II
Wells Fargo Woodward Park
09.2017 - 11.2019
- Developing and mentoring tellers to help with career growth and team member experience.
- Maintaining operational integrity on daily basis.
- Interacting with affluent customer and helping with alignment to appropriate bankers for financial needs.
- Protecting customer information and managing risk.
- Setting activity goals on monthly basis during 1:1 and help create action plans to help achieve goal.
- Coaching and developing team members utilize resources to help with BCR (audit) preparation.
Financial Center Manager (Branch Manager)
Bank of America
02.2013 - 09.2017
- Creating specific action plans to meet goals and deadlines.
- Interacting with top affluent clients and meeting all clients’ financial needs.
- Maintaining operational excellence on day to day basis.
- Coaching and inspecting; daily for opportunity and providing feedback and on spot coaching to tellers/ bankers.
- Creating development plans for career advancement and follow up.
- Coaching tellers/bankers on sales and talking points: Developing and recruiting talent.
- Providing world class client service to all existing and new clients.
Service Manager I
Wells Fargo
01.2012 - 02.2013
- Created strategies to develop and expand sales of services to existing customer which resulted in an increase in annual revenue.
- Scheduled staffing for the main branch.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Processed quarterly Vault and ATM audits with a zero error rate.
- Exceeded quarterly sales goals.
- Maintained friendly and professional customer interactions.
Personal Banker
Wells Fargo
11.2006 - 02.2012
- Received regional branch recognition award for a 100% sales.
- Continued education on current banking products and services.
- Opened accounts with a cross sale ratio of 80% products opened.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Advised clients on mortgage, educational and personal loans.
- Maintained friendly and professional customer interactions.
Education
Business Finance
CSU Fresno
Fresno, CA01.2010
Skills
- Coordinated events and programs for Kerman High School Interact Club to promote leadership and service among students
- Contributed to discussions and decision-making processes regarding Measure C sales tax initiatives in Kerman
- Oversaw community engagement strategies for Kerman Chamber, fostering relationships with local stakeholders Led initiatives to drive business development and enhance economic opportunities Coordinated events to elevate the Chamber's visibility and impact within the community
- Facilitated community engagement through financial literacy programs to enhance financial knowledge
Affiliations
Kerman Rotary Board Member
City of Kerman sales tax measure c committee member
Kerman High School Interact Club coordinator
Kerman Chamber Ambassador
Financial Literacy Advisor, Community West Bank
Timeline
Regional Banking Branch Manager
Wells Fargo
11.2019 - 2023
Service Manager II
Wells Fargo Woodward Park
09.2017 - 11.2019
Financial Center Manager (Branch Manager)
Bank of America
02.2013 - 09.2017
Service Manager I
Wells Fargo
01.2012 - 02.2013
Personal Banker
Wells Fargo
11.2006 - 02.2012
VP Banking Center Manager
Community West Bank
2023 - Current
Business Finance
CSU Fresno