Estela Gutierrez
Paramount,CA
Summary
Experienced banking professional with a 20-year proven track record in sales, operations, and customer service. Seeking a challenging position in an environment that values expertise and allows for leveraging strong managerial skills. Dedicated to delivering exceptional results and fostering positive client relationships. Confident in the ability to contribute to the success of any organization.
Overview
20
20
years of professional experience
Work History
Vp Senior Branch Manager
Pacific Premier Bank
01.2020 - Current
- Develop and lead strategies and campaigns for business development.
- Drive sales of bank products to new business and consumer customers, achieving both individual and branch sales goals.
- Maintains updated knowledge of the bank’s products and services, and provides training to ensure that their staff is updated.
- Proactively manage assigned relationships using the bank's CRM system.
- Regularly connect with top customers to ensure a high level of banking satisfaction.
- Train, coach, and motivate branch staff on selling and closing techniques, and oversee all outbound sales activities of branch staff.
- Evaluate individual staff performance regularly, and provide feedback that aims toward constant improvement.
- Responsible for the overall operational integrity of their office, providing support for all operations functions to maintain a consistent adherence to policies, procedures, and regulations, and ensure a satisfactory operating environment.
- Responsible for reviewing and verifying daily reports.
- Ensure satisfactory branch reviews, branch certifications.
- Respond to BSA and other internal partners with a sense of urgency.
Branch Manager
Us Bank
04.2016 - 08.2017
- Developed a team to ensure excellent customer service and attainment of branch sales goals and overall profitability
- Responsible for development and retention of customer base through effective marketing programs
- Promoted and improved the sales effectiveness of all staff by developing sales management and motivational skills
- Maintained and managed an effective sales environment through consistent customer profiling, regular coaching and continuous training
- Ensured compliance with all banking laws and regulations and ensured the same of all staff through continuous compliance training
Assistant Branch Manager
Us Bank
08.2010 - 04.2016
- Coordinate operational activities within the branch to ensure satisfactory passing of RQA assessments and operational audits
- Reinforcing standards for sales and service through training, development, motivation, and coaching of branch staff
- Assist both Branch Manager and Teller Coordinator in managing controllable losses and branch audits
- Maintain in-depth knowledge of Bank products to achieve branch goals, guided branch staff in their duties, and assist customers directly when necessary
Universal Banker
Us Bank
10.2005 - 08.2010
- Applied selling and profiling techniques to open, develop, and close sales, created product interest by actively cross-selling; actively pursued potential customers
- Opened new accounts for consumer and business customers
- Sold standard products/services to consumer and business customers
- Developed new business with customers and prospect, participated in call programs
Teller
Us Bank
03.2005 - 10.2005
- Processed deposits withdrawal, bank payments, and transfers between accounts
- Balanced cash drawer on a daily basis
- Cross-sold bank products to consumer and business customers
- Balanced ATM on a weekly basis
Education
High School Diploma -
Paramount Adult School
Paramount, CA06.2010
Skills
- Consumer loan specialist
- Business lending
- Account development and retention
- Planning and organizational skills
- Branch Operations audits
- Cash handling expertise
- Customer service
- Microsoft Word
- PowerPoint
Languages
Spanish
Native or Bilingual
Timeline
Vp Senior Branch Manager
Pacific Premier Bank
01.2020 - Current
Branch Manager
Us Bank
04.2016 - 08.2017
Assistant Branch Manager
Us Bank
08.2010 - 04.2016
Universal Banker
Us Bank
10.2005 - 08.2010
Teller
Us Bank
03.2005 - 10.2005
High School Diploma -
Paramount Adult School
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