Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

ALEXIS ROSARIO

WPB,FL

Summary

Performance-driven banking professional with 15+ years of banking, leadership, and customer service experience. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment. Seeking a challenging management position in a reputable purpose driven company that will utilize my skills and enhance my capabilities to further grow within the organization.

Overview

20
20
years of professional experience

Work History

Vice President Financial Inclusion Leader I

TRUIST
11.2023 - Current




  • Financial inclusion leader deliver on Truist purpose by presenting Truist solutions and services in order to achieve household acquisition at scale. We do this by delivering care and executing on our daily activities with decision maker, presentations, group presentations to clients and prospects.
  • Fully execute on Truist "Bank on your success" financial knowledge program. Deliver predefined number of financial education presentations and sharing additional tools that help clients create better banking habits.
  • Responsible for driving business growth to my specific 8 assigned branches to accelerate performance in key metrics. Partnering to understand the opportunities and gaps through strong collaboration with Branch Leader and Premier Banking Leaders.
  • Create external strategic partnerships through strong relationship management to conduct predefined number of pre-planned advisory calls, including decision maker, presentations and group presentations to business of any size. Place of worship, censors of influence, large-scale events and other organizations.
  • Actively engage internal partners through strong relationship management to deliver on Truist IRM strategy to drive financial inclusion. We do this by connecting clients and prospects to Truist in order to establish or expand relationships while reinforcing enterprise strategies towards driving financial inclusion.
  • Identify large scale, visible events and partner with manager to drive business growth and financial inclusion in the communities, leveraging COI's chamber of commerce and a key community partners.

Vice President Financial Wellness Leader II

Truist
10.2022 - Current
  • Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
  • Was given over 45+ branches and focused on household growth increasing company revenue by bringing in over $20,000,000 in a combination of checking, savings, and money markets. I was also focus on financial literacy courses for non profits in Palm Beach, Broward, and Treasure Coast.
  • Fully execute on Truist "Bank on your success" financial knowledge program. Deliver predefined number of financial education presentations and sharing additional tools that help clients create better banking habits.
  • Create external strategic partnerships through strong relationship management to conduct predefined number of pre-planned advisory calls, including decision maker, presentations and group presentations to business of any size. Place of worship, censors of influence, large-scale events and other organizations.
  • Actively engage internal partners through strong relationship management to deliver on Truist IRM strategy to drive financial Wellness. We do this by connecting clients and prospects to truest in order to establish or expand relationships while reinforcing enterprise strategies towards driving Financial Wellness and show the benefit of being a wellness partner by providing Level 2 benefits on the Truist One account to all clients they participated in the program.

Vice President Cluster Branch Leader II

Truist
07.2015 - Current
  • The most important part of my role as the face of Truist is to build long lasting relationship with clients and offer solutions they need to help them reach their financial goals and be financially confident by customizing products and services that are unique to them
  • Using the Needs Met Framework and having detailed conversations with the clients I become their personal banker and help them reach their financial goals which include buying homes, growing their businesses, sending their kids to college and building their futures
  • Managing a team of 10 + team to make sure that we meet our quarterly goal but more importantly making sure that we make that goal with our clients at top of mind making every single solution with a purposeful impact
  • Referring clients to other partners for additional business growth, and wealth opportunities
  • Partners include, but are not limited to: Premier Banking, Financial Advisor, Mortgage, Trust, Wealth, Business Banking, and Merchant Services
  • Peer Coaching Program – Nominated by Market Leadership in recognition of my contributions as a consistent performer and leader amongst my peers
  • As a Peer Coach, I play an integral role in onboarding and mentoring new bankers
  • 2017 I was in the top 5% of all performers in the entire company reaching 125% to goal in lending, deposits and partner referrals
  • After being promoted to AVP Branch Manager I and the end of 2018 I was given my own branch to run in 2019
  • In 2019 I performed in the top 1% in the entire company reaching 140% of my annual goal in lending, depositing and partner referrals
  • In 2021 I was promoted again to VP Cluster Manager II and given the opportunity to run 2 branches while also assisting my Area Leader during merger on two huge banks Suntrust and BB&T. After merger was completed we became the 7th biggest bank in the country.
  • Deliver exceptional client service and received excellent ratings from survey with consistency

Member Satisfaction Specialist

First Choice Credit Union
09.2013 - 07.2015
  • Building relationships with members and finding the right products and services to meet their financial needs such as building credit, car loans, saving for college, buying a home, and planning for retirement
  • Building and managing lifelong member relationships Consistently following procedures for operations and member service that contribute to delivering an extraordinary client interaction Drive results by setting goals and expectations for myself and always exceeding or meeting them by comparing with past performances and continually pushing to exceed my personal best.
  • Cash handling

Branch Operations Manager

Wells Fargo
02.2010 - 09.2013
  • Spent almost all of my time working with Wells Fargo’s most important asset, customers
  • Providing excellent customer service in all customer interactions, helping to resolve customer concerns, following procedures to minimize errors and reduce fraud, processing account transactions effectively as well as sharing the benefit our customers may receive when meeting with a banker, when appropriate
  • Work under limited supervision, assist with work flow to ensure tellers are successful, consistently balance their cash daily, and follow code of ethics and adhere to operational procedures.
  • Demonstrate mastery in running a teller window with cash handling and balancing practices and also communicate effectively with teammates
  • Consistently exceed client expectations and drive teammates to do the same with effective coaching
  • Peer coach for new hire teller teammates

Head of Operations And Sales

R & D Stones Corp
05.2004 - 01.2010
  • I was responsible for leading and guiding a team of salespeople to reach the sales goal
  • I was also responsible for the daily operations to make sure all projects were running on time and would make it to day of installation without any errors
  • I helped the President set sales goals & quotas, build a sales plan, analyze data, assign sales training and sales territories, mentor the members of our sales team and I was involved in the hiring process
  • Consistently exceed monthly sales goals
  • Effectively train and develop the team to deliver great customer service and reach sales goals that were developed by the President and myself.
  • Help with the installations and the fabrications of the granite or marble counter tops when needed.

Store Manager

Blockbuster Video
10.2007 - 11.2009
  • As a Store Manager my primary objective was the make sure the store ran smoothly and maximize client experience and meet and exceed sales goal expectations.
  • Reinforce an environment that allows employees to do what is necessary to resolve customer issues quickly and correctly
  • I was overall responsible for making sure my team knew what we needed to do to achieve sales goals
  • I created a business plan and set store goals that are aligned with the strategic sales plan and took action to grow revenues, controlled costs, control losses and ensure appropriate inventory management (maintain rental product and sell-through merchandise inventories) to achieve sales and profit goals; recruit, hire, develop, evaluate and counsel store employees
  • Coached and supervised employees engaged in sales
  • Stocked and restocked inventory when shipments were received which included reorganizing the sales floor to meet company demands
  • Completed weekly schedules according to payroll policies.

Education

High School Diploma -

John I. Leonard High School
Greenacres, FL
05.2002

Skills

  • Ability to work well without supervision
  • Ability to be a leader and role model
  • Ability to coach
  • Skilled at learning new concepts quickly
  • Customer service
  • Training
  • Cash handling
  • Sales
  • Bilingual-Spanish and English
  • Relationship Building
  • Performance Benchmarking
  • Sales Leadership

References

Available upon request

Timeline

Vice President Financial Inclusion Leader I

TRUIST
11.2023 - Current

Vice President Financial Wellness Leader II

Truist
10.2022 - Current

Vice President Cluster Branch Leader II

Truist
07.2015 - Current

Member Satisfaction Specialist

First Choice Credit Union
09.2013 - 07.2015

Branch Operations Manager

Wells Fargo
02.2010 - 09.2013

Store Manager

Blockbuster Video
10.2007 - 11.2009

Head of Operations And Sales

R & D Stones Corp
05.2004 - 01.2010

High School Diploma -

John I. Leonard High School

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ALEXIS ROSARIO