Results-oriented Banking, Sales, and Business Development Leader with over 15 years of experience driving revenue growth and enhancing customer loyalty in financial services and retail banking. Led high-performing teams to exceed sales targets and optimize operations while implementing data-driven strategies and maintaining compliance standards.
Work History
Assistant Financial Center Manager
4 Years 9 Months
BANK OF AMERICA | 01.2022 - Current
Drive achievement of branch sales goals by coaching associates, monitoring performance metrics, and implementing targeted business development strategies.
Lead daily branch operations, supporting overall financial center performance through sales growth, operational excellence, customer satisfaction, and employee engagement.
Conducted consultative financial conversations with clients to identify needs and recommend tailored banking, lending, credit, and investment solutions, enhancing client satisfaction.
Analyzed branch performance data, sales trends, and operational metrics to identify opportunities for improvement, driving informed decision-making.
Coach, mentor, and develop associates through performance management and career development planning.
Support hiring, onboarding, training, scheduling, and retention efforts.
Championed adoption of digital banking solutions and self-service technologies, increasing client engagement and operational efficiency.
Resolve complex customer issues while maintaining exceptional service standards.
Ensure compliance with banking regulations, operational controls, and risk management procedures.
Licensed Sales Professional
1 Year
ALLSTATE INSURANCE | 01.2021 - 01.2022
Managed sales pipeline to enhance client relationships and drive retention.
Delivered customized insurance and risk management solutions.
Managed a robust sales pipeline and strengthened client relationships.
Trained and mentored new team members to improve team effectiveness and service delivery.
Regional Business Development Manager
5 Years
PRICESMART CLUBS | 01.2011 - 01.2016
Directed sales, membership growth, marketing, customer experience, and operational performance across multiple locations, driving regional success in two countries.
Led 75-person sales organization and 900 customer service associates, enhancing team capability and service delivery.
Increased membership growth by 26%, generating over $11.3 million in revenue.
Achieved 93% annual membership retention.
Reduced customer complaints by 80% through targeted operational improvements and employee coaching, fostering a more positive customer experience.
Recruited, hired, trained, and retained high-performing teams.
Implemented top-performing digital and traditional marketing campaigns.
Business Development Manager
1 Year
STORK | 01.2010 - 01.2011
Managed $11 million operating budget, leading engineering and sales teams to align financial resources with strategic objectives.
Implemented CRM and KPI-driven performance strategies to enhance team accountability and track progress against business goals.
Developed client relationships to expand service opportunities across industrial and energy accounts.
Led market research to identify growth sectors, competitive positioning, and contract opportunities.
Managed proposal development, coordinating technical input, pricing, and commercial terms.
Divisional Manager
1 Year
MICON MARKETING | 01.2009 - 01.2010
Launched new business division, securing 10 major corporate accounts within six months.
Directed divisional operations to align sales, merchandising, and customer service activities with company goals.
Coordinated regional teams, setting priorities and resolving issues to maintain consistent service delivery.
Monitored performance trends and adjusted workflows to improve productivity and accountability.
Business Development Manager
4 Years
OASIS ONE BRAND LTD. | 01.2005 - 01.2009
Achieved 117% revenue growth by establishing strategic partnerships and expanding into new markets.
Developed strategic growth plans to expand client portfolio and strengthen market position.
Cultivated long-term relationships with key accounts to secure repeat business and new opportunities.
Led proposal development, aligning commercial terms with client requirements and operational capabilities.
Major Account Executive
7 Years
THE TSL GROUP | 01.1998 - 01.2005
Generated over $5.8M in annual contract revenue by securing key client accounts.
Received Xerox Sales Executive of the Year award.
Managed major client portfolios, aligning solutions with business objectives and long-term account strategies.
Negotiated contract renewals and pricing structures to strengthen retention and revenue stability.
Developed executive-level relationships to identify expansion opportunities and deepen client partnerships.
Education
Bachelor of Business Administration (BBA) - Business Administration
University of Phoenix
Skills
Retail Banking
Digital Banking Solutions
Sales strategy
Consultative Sales
Business Development
KPI analysis
Operational Excellence
Risk Management & Compliance
Branch leadership
Team Development & Coaching
Performance Management
Employee Training
Staff scheduling
Employee Engagement
Employee Engagement
Certification
New Jersey Property & Casualty Insurance License, Bank of America Leadership Academy, Dale Carnegie Sales Advantage, Xerox Solution Selling, Leadership Development, Project Management
Timeline
Assistant Financial Center Manager
BANK OF AMERICA
01.2022 - CurrentRead More
Licensed Sales Professional
ALLSTATE INSURANCE
01.2021 - 01.2022Read More
Regional Business Development Manager
PRICESMART CLUBS
01.2011 - 01.2016Read More
Business Development Manager
STORK
01.2010 - 01.2011Read More
Divisional Manager
MICON MARKETING
01.2009 - 01.2010Read More
Business Development Manager
OASIS ONE BRAND LTD.
01.2005 - 01.2009Read More
Major Account Executive
THE TSL GROUP
01.1998 - 01.2005Read More
University of Phoenix
Bachelor of Business Administration (BBA) from Business Administration