Carlos Ramos
Financial Center Manager at Bank of America- Claim this Profile
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Bio
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Credentials
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Life Insurance
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Series 6
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Series 63
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Experience
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Bank of America
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United States
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Banking
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700 & Above Employee
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Financial Center Manager
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Jan 2019 - Present
Responsible for the administration and efficient daily operation of the branch office, including operations, product sales, customer service, and security and safety in accordance with the bank’s objectives. Greeting customers, directing them to the appropriate area of the branch. Provides a superior level of customer service and promotes the service through coaching, guidance and staff motivation. Facilitates regular employee meetings to discuss goals, disseminate company information, and discuss operational issues. Develops new deposit and loan business.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Branch Manager
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May 2015 - Present
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Branch Manager
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Nov 2013 - May 2015
Supervises the day-to-day operational functions of the branch.Responsible for growing customer base; consumer and business relationships. Manages difficult situations with customers and providing them with resolution, information or additional options. Performs audits to identify and mitigate operational risk and to ensure ongoing adherence with compliance procedures.Maintains staff schedules to provide adequate coverage at all times. Knowledgeable about all deposit, business, and consumer loan products.Collaborates in the hiring, training and retention of staff.Maintains the highest level of confidentiality with all information obtained.
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Sales Manager
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Oct 2012 - Nov 2013
Recruit and interview candidates for various job postings. Ensure the branch business plan is linked to the overall corporate plan and that all sales associates and tellers have tools to support weekly, monthly, quarterly and annual milestones. Train personal bankers to assist potential and existing clients in an effort to increase revenue for the bank.
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Banker
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May 2010 - Sep 2012
Build and maintain effective relationships with new and existing customers. Expand customer base by supporting potential customer’s needs.Visit potential and existing clients within the community in an effort to expand the business portfolio.
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Education
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Borough of Manhattan Community College