David Arriola
Branch Manager
Pflugerville,TX
Quote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Summary
Enterprising and versatile Branch Manager with FINRA licenses (Series 6, 63, 65) and life insurance license (licensed or brokerage associate status) successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Strong interpersonal skills, cultivating excellent long-term relationships with clients, maintaining ongoing interactions and facilitating solutions to address concerns.
Overview
11
11
years of professional experience
Work History
Branch Manager
Greater Texas Federal Credit Union
Cedar Park, TX
01.2022 - Current
- Forecasted trends and recommended improvements based on financial risk analyses.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and risk compliance operations.
- Created strategies to develop and expand existing customer sales, resulting in increase of 40% in month over month sales.
- Developed and delivered polished sales presentations in order to highlight product and service quality.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Gathered and reviewed customer feedback to improve operations that resulted in an increase of 15% NPS scores for Q1 2022.
- Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
- Identified partnership opportunities and established favorable business connections.
- Developed and executed strategic initiatives to implement key changes and improvements in business development and sales programs.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Stayed current on company offerings and industry trends.
Branch Manager
Wells Fargo Bank, N.A.
Troy, AL
01.2020 - 12.2021
- Increased monthly staff retention rate by 50% after implementing new training programs.
- Interviewed for and won seat on MAC (Mississippi Alabama Coast) Leadership council with applicant pool of over 100 candidates
- Created strategies to develop and expand existing customer sales, resulting in increase in 75% annual sales.
- Developed and delivered polished sales presentations in order to highlight product and service quality.
- Gathered and reviewed customer feedback to improve operations via Net Promoter Score.
- Assessed employee performance and developed improvement plans.
- Identified and capitalized on community business opportunities with effective networking.
Registered Personal Banker
Wells Fargo Bank, N.A.
Dothan, AL
01.2018 - 01.2020
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Consistently exceeded performance goals, earning 2018 Quarters 1, and 3 Star Champion; subsequently won 2018 Year Star Performer of the Year and Star Champion for Quarters 3 and 4 of 2019.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Developed bi-weekly summaries to assess each client's participation level and determine targets for follow-up plans.
- Increased daily sales by 20% by upselling Loan and investment banking products and financial services to customers.
- Continually boosted branch production and revenue by 30% by consistently exceeding all monthly and quarterly sales goals.
- Worked with clients to address and respond to client and partnership management issues.
Personal Banker 1
Wells Fargo Bank, N.A.
Dothan, AL
01.2016 - 01.2018
- Navigated multiple computer systems and applications, utilizing search tools to accurately locate information.
- Stay current with laws and regulations and books of business, pertaining to banking industry, including compliance controls, risk management, and loss prevention policies.
- Source, acquire, build, and maintain relationships with customers and colleagues.
- Created innovative financial solutions to meet customer needs and provide competitive edge
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
- Achieved consistent recognition as top sales performer
- Performed vault duties to handle large deposits of up to $500,000 and distribute currency to coworkers
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes
Mobile Lead
Best Buy
Dotham, AL
01.2014 - 01.2016
- Oversaw all mobile activations for all major carriers, monitoring employee performance and ensuring outstanding customer satisfaction.
- Met and exceeded performance goals, earning recognition awards and bonuses for sales and customer service.
- Increased monthly sales 36% by recommending seasonal buy one get one sales, rebates and limited time offers.
- Assisted 10 customers daily in determining cellular phone needs by asking open-ended questions, clarifying advantages and disadvantages of each product and explaining products by ratings
Realtor
HomeTown Realty
Ozark, AL
01.2012 - 12.2014
- Provided outstanding customer service to clients, maintaining up-to-date knowledge of real estate laws, markets, and procedures.
- Liaised effectively with clients, identifying real estate needs and wishes and guiding buyers and sellers in marketing and purchasing property for mutually beneficial prices and terms.
- Conducted comparative market analysis to determine property values, identifying client financial status and pre-screening/qualifying clients prior to viewings.
- Presided over negotiations and advised clients on suitable courses of action.
- Acquired over 20 new clients by following up regularly regarding individual real estate desires and current listings
- Liaised between buyers and sellers of residential properties worth over $300,000
Education
Life Insurance License - Insurance And Risk Management
University of Alabama At Birmingham
Birmingham, AL03.2018
Skills
- Relationship building and management
- Goals and performance
- Banking
- Verbal/written communication
- Business Development
- Financial services
- Customer service awareness
- Loans
- Background in mutual funds, stocks, bonds and investments
- Sales professional
- Analytical and Critical Thinking
- Team Leadership
- Risk Analysis
- Compliance risk management
- Financial analysis
Additional Information
Licenses and Certifications
- FINRA Series 6 license
- FINRA Series 63 license
- FINRA Series 65 license
Timeline
Branch Manager
Greater Texas Federal Credit Union
01.2022 - Current
Branch Manager
Wells Fargo Bank, N.A.
01.2020 - 12.2021
Registered Personal Banker
Wells Fargo Bank, N.A.
01.2018 - 01.2020
Personal Banker 1
Wells Fargo Bank, N.A.
01.2016 - 01.2018
Mobile Lead
Best Buy
01.2014 - 01.2016
Realtor
HomeTown Realty
01.2012 - 12.2014
Life Insurance License - Insurance And Risk Management
University of Alabama At Birmingham
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