Carlos Valdes
Tampa,FL
Summary
Results oriented sales team manager with over ten years of professional experience in the financial service industry. Focused on exceptional results and a history of establishing valuable relationships with clients and colleagues.
Overview
11
11
years of professional experience
Work History
Financial Center Leader (Branch Manager)
Hancock Whitney
Tampa, FL
12.2021 - Current
- Manages all functions, staff and daily operations of a full service branch including accountability for the growth
- Oversees and is actively involved with business development efforts, primarily lending, deposit acquisition, small business and customer retention
- Builds personal relationships with customers, prospects and team members and is passionate about strengthening the community
- Coaches and develops team to expand and develop customer relationships while remaining focused on providing an exceptional customer experience
- Executes corporate and market-based sales and marketing strategies
- Hires and builds an effective team culture and values.
Financial Service Specialist
Hancock Whitney
Tampa, FL
04.2020 - 12.2021
- Deliver strategic solutions for my clients across our businesses
- Collaborating with other team members on diverse company initiatives and strategies
- Developing and maintaining key and strong relationships with clients, partners and leaders.
Relationship Banker
Pilot Bank
Tampa, FL
08.2016 - 04.2020
- Achieving and exceeding personal and company goals
- Effectively communicating with customers to find solutions and ensure customer satisfaction
- Developed crucial skills on identifying, managing and avoiding risk.
Client Services Representative
Bank of America
Tampa, FL
09.2013 - 08.2016
- Processed complex financial transactions in an accurate and efficient manner
- Detail oriented and transaction accuracy.
Education
Master Degree in Entrepreneurship -
Sykes College of Business, University of Tampa
B.A., Communication -
University of South Florida
Skills
- Financial services industry knowledge
- Over ten years of experience in retail banking
- Entrepreneurial spirit with a focus on excellence
- Analytical and critical thinking
- Resilience in high-pressure environment
- Team driven and collaborative
- Adaptable and eager to learn
Affiliations
Phi Sigma Theta National Honor Society
Phi Tau Sigma National Honor Society
Sigma Alpha Lambda National Leadership and Honor Society
Community Involvement
COMMUNITY INVOLVEMENT
Hancock Whitney Market Champion for Community and Economic Development in the
Tampa Bay area
Tampa Connection Board of Directors 2024
Emerging Leaders of Tampa Bay – Tampa Chamber of Commerce 2017 – present
Tampa Connection Leadership Class of 2023
Shriners Hospital for Children (Fundraiser, Volunteer & Contributor) 2018 - present
Metropolitan Ministers (volunteer 2020 – present)
Paint Your Heart Out Tampa Bay Volunteer (2018 – present)
Additional Information
Proficient in Microsoft Office including Word, Excel and Outlook
Experience with Salesforce
Experience with multiples internal banking operational systems
Languages
Spanish
Full Professional
Timeline
Financial Center Leader (Branch Manager)
Hancock Whitney
12.2021 - Current
Financial Service Specialist
Hancock Whitney
04.2020 - 12.2021
Relationship Banker
Pilot Bank
08.2016 - 04.2020
Client Services Representative
Bank of America
09.2013 - 08.2016
Master Degree in Entrepreneurship -
Sykes College of Business, University of Tampa
B.A., Communication -
University of South Florida