Julio Abad
Lorton
Summary
Knowledgeable Branch Manager with strong background in managing financial centers and leading teams. Demonstrated ability to enhance operational efficiency and drive customer satisfaction. Proven skills in strategic planning and financial analysis.
A finance professional with proven track record in managing financial centers and optimizing performance. Known for fostering collaborative environments and achieving business goals. Reliable and adaptable, with expertise in financial planning and customer relationship management.
Financial management professional with strong leadership capabilities and focus on achieving results. Proven track record in optimizing financial operations, driving customer satisfaction, and ensuring compliance with regulatory standards. Expertise in team collaboration, strategic planning, and adapting to evolving business needs. Known for effective problem-solving, communication, and ability to inspire and guide teams toward common goals.
Overview
16
16
years of professional experience
Work History
Financial Center Manager
Bank of America
Washington, DC
11.2024 - Current
- Led financial center operations, ensuring compliance with regulations and policies.
- Developed and implemented strategies to enhance customer experience and service delivery.
- Managed staff performance through coaching, mentoring, and regular feedback sessions.
- Analyzed financial metrics to identify trends and drive operational improvements.
- Collaborated with cross-functional teams to optimize workflows and resource allocation.
- Established training programs for new hires to ensure consistent service standards.
- Conducted regular audits of branch processes to enhance efficiency and accuracy.
- Fostered relationships with clients, addressing concerns and promoting financial solutions.
Branch Leader
Truist Bank
01.2018 - 10.2024
- Leader of the branch team continuing to maintain and enhance the Truist name and participate in community events and serving as a mentor for the youth in the community.
- Responsible for operational performance and success of the branch ensuring we are living up to the values of our organization.
- Responsible for providing leadership and coaching to all members of the branch sales team to ensure maximum performance and attainment of personal goals and improvement plans.
- Responsible for consumer and small business loan performance within the branch pertaining to growth, profitability and quality.
Branch Manager
Wells Fargo Bank
01.2015 - 01.2018
- Leader of the branch team and serve as the face of Wells Fargo in the community by actively participating in community events, committees, and business groups.
- Responsible for the operational success of the branch.
- In-depth knowledge of our products, procedures and systems, and have strong financial acumen.
- Role models for building lifelong relationships with customers, both consumers and small businesses.
Service Manager
Wells Fargo Bank
01.2013 - 01.2015
- Responsible for managing the direction of work for several direct reports and are involved in the day-to- day operations of the teller line
- Role models for Wells Fargo’s customer-centric culture, while embracing diversity and maintaining ethics and integrity.
- Partnership with the branch manager in positioning the branch team for success by fostering a positive work environment where team members are encouraged, motivated and developed to achieve success.
Personal Banker/Business Champion
Wells Fargo Bank
01.2011 - 01.2013
- Responsible for performing duties and support related to branch operational activities.
- Processes all new account; assist customers in their selection of accounts and financial services.
- Performing branch clerical duties; promote business for the Bank by maintaining good customer relations.
- Skilled in the areas of teller, vault, safe deposit, processing lines of credit, discussing.
Education
Economics and Finance
Buffalo State College
Buffalo, NY12.2003
Skills
- Supported daily work using MS Windows and MS Office applications, including Word, Excel, and Access
- Assisted with HTML and web design tasks
- Maintained familiarity with computer hardware components and basic troubleshooting
- Fluent in Spanish
- Team coaching
- Operations management
Timeline
Financial Center Manager
Bank of America
11.2024 - Current
Branch Leader
Truist Bank
01.2018 - 10.2024
Branch Manager
Wells Fargo Bank
01.2015 - 01.2018
Service Manager
Wells Fargo Bank
01.2013 - 01.2015
Personal Banker/Business Champion
Wells Fargo Bank
01.2011 - 01.2013
Economics and Finance
Buffalo State College