Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Certification
Timeline
Generic

Christopher Perez

Orlando,FL

Summary

Talented AVP, Branch Leader dedicated to effective business development with the ability to capture opportunities and drive revenue. Highly analytical and organized in addressing routine needs and managing unique circumstances. Successful in leading a $122MM financial center in Central Florida. Specializing in set forward-thinking policies to meet business needs and boost team success. Analyzed and optimized sales, marketing and promotional strategies using industry expertise.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Assistant Vice President, Branch Leader II

Truist Bank | Small Business Advisor
08.2022 - Current
  • Managed accounts in excess of $2MM in annual revenue, including lending in excess of $500K
  • Initiated partner referrals to meet customers' needs with lines of business including Treasury Management, Wealth, McGriff Business Insurance, Premier Banking, etc.
  • Develop and retain a book of business portfolio of 50+ business clients generating $500K+ to bank.
  • Built rolling prospect list from current commercial customers, referrals and sales meetings.
  • Recruited and trained top-quality candidates to fill vacancies and maximize team performance.
  • Successful top producer in QTR 4 2022 & all year 2023.

Assistant Branch Manager

Fairwinds Credit Union
09.2021 - 08.2022
  • Developed prospects for new loans by conducting cold calls and networking in the community
  • Partnered with Apopka Chamber of Commerce and BNI to gain business and grow bank revenue
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Managed business plans, outlined policies and coordinated resources to improve operations and maximize resource utilization
  • Provided daily direction to team members to achieve departmental goals

Branch Service Supervisor

Synovus Bank
08.2019 - 09.2021
  • Recruited, hired, interviewed and trained new employees
  • Prepared presentations and reports for management to aid in key financial planning and decision-making
  • Improved internal handling of cash and credit management by optimizing control policies and guidelines
  • Minimized and mitigated fraud risks and other potential losses by managing sound security strategies.
  • Manage and grow business portfolio with balances over $500K in revenue.

Education

Pending Bachelor's Degree - Business Administration and Management, General- BBA

Strayer University
Orlando, FL
10.2025

Certificate - Hospitality Administration/ Management

Valencia College
Orlando, FL
05.2016

Skills

  • Policy Compliance
  • Corporate Presentations
  • Recruiting and Hiring
  • Consulting
  • Cash Flow Analysis & Risk Mitigation
  • Business Lending Principles
  • Executed and implemented business
    development strategy, resulting in
    sustainable revenue growth
  • Exceeding sales quota

Affiliations

Regional CFL Co Chairman, LGBT Business Resource Group @Trusit Bank

Languages

Spanish

Certification

State of Florida Notary Public- HH378478

Exp: Mar. 26, 2027

Timeline

Assistant Vice President, Branch Leader II

Truist Bank | Small Business Advisor
08.2022 - Current

Assistant Branch Manager

Fairwinds Credit Union
09.2021 - 08.2022

Branch Service Supervisor

Synovus Bank
08.2019 - 09.2021

Pending Bachelor's Degree - Business Administration and Management, General- BBA

Strayer University

Certificate - Hospitality Administration/ Management

Valencia College

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Christopher Perez