CHRISTIAN BERTOT
Coral Gables
Summary
Accomplished Bank Director with over 26 years of experience in the financial services industry, recognized for driving business growth and strengthening client relationships while leading high-performing retail and business banking teams. A strategic leader known for sales excellence and delivering exceptional financial performance, complemented by a strong commitment to community involvement that fosters local partnerships and supports economic development initiatives. Expertise in building and guiding sales teams to achieve substantial growth, laying the groundwork for strategies that ensure continuous revenue and market share expansion. Bilingual communicator in English and Spanish, adept at relationship management with clients, partners, and stakeholders, consistently demonstrating sound judgment and a proactive approach to overcoming challenges to meet business goals.
Overview
25
25
years of professional experience
Work History
Senior Vice President – Retail Banking Director
POPULAR
Miami, FL
01.2023 - Current
- Lead Retail and Business Banking divisions along with Treasury Management, driving growth strategies and enhancing client relationships.
- Oversee financial performance, sales targets, and customer experience initiatives.
- Develop and implement strategic plans to attract and retain retail and commercial clients within the markets we serve.
- Foster partnerships with local businesses, municipalities, community organizations to expand the bank’s footprint and relationships.
- Manage cross-functional teams, ensuring operational excellence and regulatory compliance.
- Spearhead innovative product offerings and client acquisition strategies tailored to both Retail and Business Banking clients.
- Analyze market trends, rate environment, and customer feedback to guide strategic decision-making.
Regional Market Manager | Head of Retail Banking
GROVE BANK AND TRUST
Miami, FL
01.2018 - 01.2023
- Recruited and hand-selected into this strategic leadership role to spearhead the development and roll-out of growth strategies in adherence with strict company policies.
- Accountable for leading high-impact sales training and development initiatives for entry-level business developers and existing leadership across multiple bank areas.
- Deployed extensive financial sales experience across key business areas, leading to organization-wide recognition as Top-Credit Producer amidst the provision of leadership oversight to a highly skilled team of seven direct reports, exceeding all established goals and targets YOY.
- Positioned the organization for sustained revenue growth, mounting strategies that helped surpass loan targets every year and net income targets for three consecutive years.
- Played an instrumental role in the increment of Non-Interest Income goals while steering a new initiative that drove total client portfolio growth by 37% and increased deposits by 100%.
- Worked closely with finance and goal-setting teams to better understand business goals and analyze results to enhance sales and service strategy development and execution.
- Led and directed sales and service activities of the retail bank; provided leadership, coaching, motivation, and support to branch managers while ensuring support resources were effectively utilized.
- Continuously successful in achieving cross-sell ratio targets across all markets served.
- Established ongoing processes to continually reduce costs and increase productivity.
Vice President - Area Sales Manager
POPULAR COMMUNITY BANK
Miami, FL
01.2005 - 01.2018
Branch Sales Manager
COLONIAL BANK
Miami, FL
01.2001 - 01.2011
Education
Bachelor of Business Administration - Concentration in Finance and Real Estate
FLORIDA INTERNATIONAL UNIVERSITY
Miami, FloridaAssociate of Arts - Concentration in Business
MIAMI DADE COLLEGE
Miami, FloridaSkills
- Consultative Sales Market & Revenue Expansion Developing & Managing Relationships
- People Management Training & Development HR Actions & Performance Assessments
- Budgets & Forecasting Market Trends & Analysis
- Business Synergy & Market Penetration Delivering Persuasive Presentations Policy & Procedural Improvements
- Effectively Utilizing Resources Sales Leadership Strategic Sales Operations
- Performance Management & Optimization Change Management Product Education Management & Ad-hoc Reports
Affiliations
- PENALVER CLINIC Finance Director, Board Member Miami, Florida
- FLORIDA BANKERS ASSOCIATION Government Relations Committee Member
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Vice President – Retail Banking Director
POPULAR
01.2023 - Current
Regional Market Manager | Head of Retail Banking
GROVE BANK AND TRUST
01.2018 - 01.2023
Vice President - Area Sales Manager
POPULAR COMMUNITY BANK
01.2005 - 01.2018
Branch Sales Manager
COLONIAL BANK
01.2001 - 01.2011
Associate of Arts - Concentration in Business
MIAMI DADE COLLEGE
Bachelor of Business Administration - Concentration in Finance and Real Estate
FLORIDA INTERNATIONAL UNIVERSITY