Edivaldo Jose
Naples,FL
Summary
Hardworking and sales driven Branch Manager professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Branch Manager
Lake Michigan Credit Union
05.2022 - Current
- Developed a high-performing team of 5 individuals through training, and performance management initiatives.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Collaborated with Miromar lakes by sponsoring golf events to increase branch image and community involvement.
- Organized workshops and presentations for university students at FGCU to provide financial literacy, highlighting the importance of having a credit union.
Branch Supervisor
Suncoast Credit Union
06.2021 - 05.2022
- Received region recognition for top performing branch selling auxiliary products such as Guaranteed Asset Protection, Mechanical Repair Coverage, Life and Disability Insurance.
- Streamlined banking operations by implementing efficient processes and procedures.
- Led team meetings to share updates, discuss performance metrics, and set goals for improvement.
- Conducted regular performance evaluations, identifying areas for growth and creating targeted action plans for improvement.
Sr. Member Advocate
Suncoast Credit Union
08.2020 - 06.2021
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Managed portfolio of high-value clients( $500k+), ensuring their satisfaction and retention.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
Member Advocate
Suncoast Credit Union
11.2019 - 08.2020
- Approached prospective clients through cold calling and emails to meet sales targets.
- Expanded customer base through community outreach and strategic business partnerships.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Interviewed customers to obtain information needed for opening new accounts or loan requests.
Bank Teller
Suncoast Credit Union
08.2019 - 10.2019
- Enhanced branch sales through cross-selling bank products and services to customers.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Balanced cash drawer accurately at the end of each shift, minimizing discrepancies in financial records.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
Education
Bachelor of Science - Finance
Florida Gulf Coast University
Fort Myers, FL11.2024
Associate of Arts And Sciences - Business Administration
Florida SouthWestern State College
Fort Myers, FL05.2022
Financial Accounting Certification - Accounting
Harvard Business School
Online12.2021
High School Diploma -
Golden Gate High School
Naples, FL08.2018
Skills
- Sales Management
- Business Development
- Customer Relationship Management
- Lead Generation
- Financial Statements Expertise
- Communication Skills
- Data-Driven Decision-Making
- CRM (salesforce) Software Proficiency
Accomplishments
- Received Retail "Star Branch Performance" award for most profitable branch in 2023.
- Attained four out of five branch strategic growth goals for 2023, lowest was lending growth at 96%.
- Successfully bridged partnership between FGCU and Lake Michigan CU, resulting in 40% increase in new memberships for branch.
- Collaborated with treasury management to customize business accounts for small, mid and large businesses in areas surrounding branch, resulting in $8million deposit growth for Q4 2023.
- Selected by COO to represent Lake Michigan CU in FL advocacy conference, Tallahassee, 2024.
- LSCU YPG Tampa Chapter - Board Member 2024.
- Annual performance review "Far exceeds expectations" 2023.
- Florida Gulf Coast University - Honor Society Member
Languages
Portuguese
Native or Bilingual
Spanish
Native or Bilingual
English
Native or Bilingual
Certification
- CNP - Certified Notary Public
- Medallion Signature Guarantee
Timeline
Branch Manager
Lake Michigan Credit Union
05.2022 - Current
Branch Supervisor
Suncoast Credit Union
06.2021 - 05.2022
Sr. Member Advocate
Suncoast Credit Union
08.2020 - 06.2021
Member Advocate
Suncoast Credit Union
11.2019 - 08.2020
Bank Teller
Suncoast Credit Union
08.2019 - 10.2019
Bachelor of Science - Finance
Florida Gulf Coast University
Associate of Arts And Sciences - Business Administration
Florida SouthWestern State College
Financial Accounting Certification - Accounting
Harvard Business School
High School Diploma -
Golden Gate High School
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