Daniel Gutierrez

• Drove associate engagement within the market through volunteer opportunities
• Managed 17 financial centers assisting different leaders with coaching associates to improve behaviors
• Mentoring new leaders to help them sharpen their skills and prepare them for the next role

• Connected 1-on-1 with associates weekly to discuss how their behaviors are aligning with their action plan items
• Created, updated weekly and closed financial center action plans
• Collaborated with management on developing strategic plans for achieving business goals
• Analyzed data from surveys or feedback forms to identify opportunities for improvement
• Delegated daily tasks to team members to optimize group productivity.

Accomplishments:

• The Strand Circle of Excellence March 2023 Quarter 1 as a single leader
• Co-led Rattlesnake team to Circle of Excellence
• Immersive learning co-champion for Naples Market
• Achieved perfect audit at Rattlesnake 2023

• Assisted clients with account transactions at the teller line, focusing on enhancing banking convenience for them
• Coached associates on behaviors for driving financial success
• Had ownership of cash ordering, retention and operations back of house procedures
• Contacted clients as soon as issues arose to immediately find resolution before problem escalated.
• Proved successful working within tight deadlines and fast-paced atmosphere.

Accomplishments:

• Interim leader for a financial center
• Signature services champion
• Continuously receiving recognition for going the extra mile for clients and teammates

• Answered client inquiries regarding account balances, transaction history, services charges and interest rates.
• Educated clients on use of banking website and mobile apps.
• Processed client transactions promptly, minimizing wait times.
• Learned about client's financial needs, established trust and optimized sales opportunities resulting in quality client service.
• Maintained friendly and professional client interactions.