BETZI E. DE LA ROCHA
Marblehead,MA
Summary
Experienced bi-lingual banking professional who is motivated to help customers build financial independence. Track record of increasing sales, improving client retention and growing customer base. Achieves consistently high sales volume through cross-selling appropriate bank products to customers. Skilled in customer service, sales and lending.
Overview
23
23
years of professional experience
Work History
SALES & SERVICE MANAGER
METRO CREDIT UNION
08.2019 - Current
- Oversees the daily operations & development of consumer and business relationships for the branch
- Provides financial consultant to new and existing members
- Participates in sales and service programs including contribution to branch sales goals
- Provided expert financial advice on mortgages as well as educational and personal loans
- Adhered to all federal/state banking compliance guidelines for retail mortgage lending
- Actively recruited trained and promoted employees
- Implemented annual performance reviews for all branch staff
- Achieved highest customer satisfaction record and highest track record volume of all local branches
BRANCH MANAGER
CITIZENS BANK
05.2018 - 07.2019
- Oversee staff at new bank branch with 5 employees that maintains highest customer satisfaction ratings for the region
- Write detail reports regarding branch activities
- Monitor and direct performance by analyzing branch P & L
- Acquire and maintain knowledge on current banking products and services
- Provide superior level of customer service through coaching and staff motivation
- Attend corporate franchise meetings for management training
SALES & SERVICE MANAGER
NORTH SHORE BANK
04.2001 - 05.2018
- Provided expert financial advice on mortgages as well as educational and personal loans
- Analyzed applicants re: financial status, credit and property
- Adhered to all federal/state banking compliance guidelines for retail mortgage lending
- Actively recruited and trained new employees
- Implemented annual performance reviews for all branch staff
- Achieved highest customer satisfaction record and highest track record volume of all local branches
Education
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, Banking & Finance
NEW ENGLAND COLLEGE OF
BUSINESS AND FINANCE
ASSOCIATE OF SCIENCE - BUSINESS ADMINISTRATION
NEW ENGLAND COLLEGE OF
BUSINESS AND FINANCE
Skills
- Notary Public
- Microsoft Office
- Trained in ADP Payroll System/Day Force
- FISERV proficient
- COCC proficient
Timeline
SALES & SERVICE MANAGER
METRO CREDIT UNION
08.2019 - Current
BRANCH MANAGER
CITIZENS BANK
05.2018 - 07.2019
SALES & SERVICE MANAGER
NORTH SHORE BANK
04.2001 - 05.2018
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, Banking & Finance
NEW ENGLAND COLLEGE OF
BUSINESS AND FINANCE
ASSOCIATE OF SCIENCE - BUSINESS ADMINISTRATION
NEW ENGLAND COLLEGE OF
BUSINESS AND FINANCE
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