Retail Banking Branch Manager with 18 year's experience in sales, leadership and portfolio development. Experienced in providing Annuity and Mutual Fund solutions to bank clients. Currently working in the Annuity and Insurance Services Area in Theseus.
Master's Degree in Business Administration
Retail Sales, Banking Operations and Business Development experience in Mexico and US
Bilingual - Spanish
Excellent time management skills
Flexible and Adaptable
Leadership experience through goal setting and coaching
Originated over $10m in personal volume through professional networking, loan reviews and marketing.
Created strategies to develop new and expand existing clients, resulting in a 25% increase in annual sales.
Achieved Ambassador of the Year Award at the S. Chester County Chamber of Commerce
?Served as a Board Member at La Comunidad Hispana & Family Counseling Center of St. Paul organizations
Company NameRelationship Manager
Developed new and existing Retail and Business Relationships resulting in an increase of 20% of new households for the Branch.
Analyzed major life events, large deposits/withdrawals, and monitored accounts to expand client relationships.
Worked actively with internal areas of the bank to provide full services to our clients.
Developed networking strategies to keep the Branch engaged with the community throughout the year.
Company NameBranch Manager II
Supervised two sales and operations teams successfully through 3 bank mergers.
Directed sales efforts, both internal and external and developed appropriate actions to achieve budgeted sales objectives and production goals.
Involved in business development through cold-call activities, and retention and expansion of existing book of business.
Represented the bank at various civic and community functions to further enhance its image.
Accomplishments: Exceeded Branch Goals for Sales and Operations over 115%
Management reviews "Exceeded" in Customer Service, Adaptability, Organizational Control, Dependability, Team Development and Initiative areas.
Company NameAssistant Banking Office Manager
Supported Branch Manager activities related to sales, service and strategic initiatives and improved financial needs analysis tools.
Demonstrated teamwork through flexibility and maintaining effective communication with other departments to achieve branch objectives and goals.
Accomplishments: Exceeded Average Branch Goals 150%
ACE Excellence Award winner in three consecutive times for Outstanding Performance in Teleconsulting Calls.
Company NameManagement Trainee
Accurately performed teller and platform sell activities.
Created and implemented sales tools to grow our client base.
Translated marketing materials to Spanish in order to increase our market share within the Hispanic community.
Company NameCityAFORE Representative/Assistant Manager
Sales and Development of Retirement Plans for the newly created AFORE
Promoted to Assistant Bank Manager in charge of expanding our client base for retail and business clients
Wilmington UniversityCity, StateMBA: Business Administration & Information TechnologyBusiness Administration
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Job Titles Held:
Branch Manager II
Assistant Banking Office Manager
AFORE Representative/Assistant Manager
MBA : Business Administration & Information Technology Bachelor's Degree : Commercial Relations
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