Carlos M. Graeber
Branch Manager, Regional commercial banking
Milwaukee, WI · (414) 555 0119 · name@example.com · linkedin.com/in/carlosmgraeber
Key Qualifications
EXPERIENCE
Ten years in retail banking, five managing a branch office
INDUSTRIES
Regional commercial banking, community development lending
SPECIALTIES
Deposit growth, small business relationships, Community Reinvestment Act outreach, staff coaching
SYSTEMS
Fiserv Premier, Salesforce Financial Services Cloud, nCino, Microsoft Excel
CREDENTIALS
Registered mortgage loan originator with the Nationwide Multistate Licensing System
EDUCATION
Bachelor of business administration, University of Wisconsin Milwaukee
Results at a Glance
$96m
Million dollars
118
Small business checking
$9.4m
Consumer and home
71
After rebuilding
Executive Summary
Branch manager running the busiest office in a Wisconsin bank, with 128 million dollars in deposits and a staff of thirteen. Ten years in retail banking, half of them managing a branch, and a bilingual book of small business clients built through neighborhood association work on the south side.
Signature Achievements
- Grew branch deposits from 96 million dollars to 128 million dollars across four years while the market shrank.
- Booked 118 small business checking relationships in two years, the highest count in a 31 branch network.
- Originated 9.4 million dollars in consumer and home equity loans as the branch producing manager in 2025.
- Lifted the branch client satisfaction score from 71 to 88 after rebuilding the appointment scheduling process.
- Delivered 22 financial education sessions in Spanish that supported the bank Community Reinvestment Act plan.
- Cut branch staff turnover from five departures a year to one by restructuring the teller career path.
Professional Experience
Branch Manager
Lakeshore Commerce Bank, Milwaukee, WI 2021 to present
Runs a flagship south side branch with thirteen staff, 128 million dollars in deposits and heavy small business traffic.
- Sets and owns the branch plan for deposits, loans, new relationships and client retention.
- Coaches four bankers and a sales leader on discovery conversations and referral quality.
- Originates consumer, home equity and small business loans and presents credits to the loan committee.
- Holds the branch to audit standard on cash, dormant accounts, dual control and Bank Secrecy Act procedures.
- Represents the bank at two neighborhood business associations and hosts quarterly education events.
Assistant Branch Manager
Menomonee Valley Savings Bank, Milwaukee, WI 2018 to 2021
Second in charge of a seven person branch office with 61 million dollars in deposits.
- Managed the teller line, branch scheduling and daily cash settlement.
- Opened deposit and consumer loan accounts and handled escalated client complaints.
- Ran the branch through two internal audits and cleared every finding within 30 days.
Personal Banker
Cream City Federal Bank, Milwaukee, WI 2016 to 2018
Platform banker serving consumer and small business clients at a neighborhood office.
- Opened checking, savings and certificate accounts and completed customer identification records.
- Met or exceeded the quarterly referral target in seven of eight quarters.
- Handled unauthorized transaction claims under Regulation E at the desk.
Licensure and Certification
Registered mortgage loan originator, Nationwide Multistate Licensing System, since 2021
Bank Secrecy Act and anti money laundering certification, renewed 2026
Education
Bachelor of business administration, University of Wisconsin Milwaukee, 2016
Core Skills
Branch profit and loss ownership · Deposit growth · Small business relationships · Consumer lending · Staff coaching · Community Reinvestment Act outreach · Bilingual English and Spanish · Branch audit standards · Client retention · Referral management