Gustavo Jimenez
Park Ridge,IL
Summary
Highly motivated bilingual banking professional with over 8 years of experience in relationship management and financial services. Proven track record of exceeding sales targets, driving business growth, and fostering strong customer relationships. Ranked #3 in SBA business loans in the district and consistently recognized for top performance in consumer lending. Adept at strategic planning, bilingual communication (English & Spanish), and delivering exceptional client experiences. Seeking to leverage this expertise as a Lift Local Relationship Manager to build community-focused relationships and contribute to business success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Relationship Banker
Huntington National Bank
Park Ridge, IL
10.2021 - Current
- Ranked #3 in SBA business loans in the district for the Lift Local program, showcasing expertise in small business lending, and community engagement.
- Surpassed sales goals by achieving 109% of the annual quota (QPS), and 147% in the last quarter, contributing to the branch’s #5 ranking in overall performance across the company.
- Earned a 5-star performance review (one of only two Financial Relationship Bankers to do so) based on exceptional volume in consumer loans, investment referrals, business loans, and deposit growth.
- Ranked #3 in the region for total consumer loan volume, closing $2.3 million year-to-date, while maintaining high credit quality standards.
- Provided personalized, bilingual guidance to clients, boosting customer retention by 30% through trust-based relationship building and proactive financial advice.
Bank Center Supervisor
TCF Bank
Chicago, IL
11.2020 - 10.2021
- Supervised daily operations, ensuring regulatory compliance, and seamless banking center activities.
- Led and coached a team of banking professionals, fostering high customer service standards, and meeting branch goals.
- Optimized banking procedures, improving operational efficiency by 25% through strategic problem-solving, and staff training.
- Resolved intricate customer issues with a solution-focused approach, ensuring high levels of client satisfaction.
Lead Relationship Banker
TCF Bank
Oak Park, IL
02.2017 - 11.2020
- Spearheaded client relationship management initiatives, serving as the primary point of contact for high-value clients.
- Boosted client retention by 15% through personalized banking solutions, and consistent follow-up on customer needs.
- Excelled in cross-selling a broad range of banking products, significantly contributing to branch revenue growth.
- Addressed complex client issues with professionalism and efficiency, strengthening customer trust and satisfaction.
Operations Manager
Los Arcos Dorados
Chicago, IL
08.2014 - 09.2017
- Boosted customer satisfaction by 20% through effective management and process improvements.
- Demonstrated strategic leadership in driving business growth and maintaining high operational standards.
- Implemented result-oriented strategies, leading to substantial improvements in operational efficiency and service quality.
Education
Master of Science - Information Technology
Western Governors University
Salt Lake City, UT03-2027
Skills
- Bilingual Communication (English & Spanish)
- Customer Relationship Management (CRM)
- Sales Strategy & Execution
- Small Business Lending (SBA Loans)
- Client Retention & Engagement
- Strategic Planning & Analytical Thinking
- Financial Analysis & Risk Management
- Team Leadership & Coaching
- Regulatory Compliance Knowledge
- Negotiation & Networking
- Adaptability & Problem-Solving
Languages
Spanish
Native/ Bilingual
Certification
Selected to participate in the exclusive CSC Training Model, a specialized cold-calling sales training completed alongside a select group of Branch Managers. Completed 16 hours of intensive training designed to master advanced sales techniques and strategic client engagement.
One of the first Financial Relationship Bankers to complete the Business Bootcamp coordinated by the Development Team in February 2023, gaining enhanced business acumen and strategic planning skills.
Timeline
Financial Relationship Banker
Huntington National Bank
10.2021 - Current
Bank Center Supervisor
TCF Bank
11.2020 - 10.2021
Lead Relationship Banker
TCF Bank
02.2017 - 11.2020
Operations Manager
Los Arcos Dorados
08.2014 - 09.2017
Master of Science - Information Technology
Western Governors University
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