Steve Olalde

About Steve Olalde

As the Branch Leader at Truist, I am responsible for the branch operations and customer service of one of the largest financial institutions in the country. I have over 12 years of experience in the financial services industry, and I am certified in Being an Effective Team Member by LinkedIn. My mission is to help clients and partners achieve their financial goals by providing consultative solutions and superior quality service.My core competencies include lending, sales management, and customer service. I have a proven track record of building long-term relationships with clients and partners, growing sales and revenue, and managing risk and compliance. I also coach, mentor, and develop my team members, and collaborate with other branches and departments to ensure alignment and synergy. I have a degree in finance from Texas A&M University-Commerce, and I am proficient in Microsoft Word and other tools. I am fluent in Spanish and English.

Experience

1. Branch Leader Iii

   Truist

   Mar 2025 — Present · Plano, TX, US

Skills

• Operations Management
• Cross Selling
• Customer Retention
• Customer Service
• Credit
• Accounting
• Powerpoint
• Microsoft Excel
• Cold Calling
• Credit Analysis
• Hiring Practices
• Business Development
• Loan Origination
• Small Business Lending
• Microsoft Word
• Team Leadership
• Outlook
• Retail Banking
• Banking
• Profit Analysis
• Sales
• Management
• Team Building
• Training
• Customer Satisfaction
• New Business Development
• Product Marketing
• Leadership
• Payroll
• Sales Management
• Mortgage Lending
• Budgets
• Finance
• Profit
• Marketing
• Insurance
• Loans