Financial professional with 15 years of banking experience, and 10 years of overall management experience in banking and retail environments.
Overview
13
13
years of professional experience
Work History
Regional Sales Manager
Investment Retrievers INC
Folsom, CA
01.2021 - 01.2024
Develop strategies to drive sales in the region
Promote services and options to customers and partners, ensuring that sales targets and quotas are met
Oversee the entire sales cycle, from lead generation to closing sales
With wide experience in sales, account management, and financial services, combined with strong interpersonal and leadership skills
Assistant Branch Manager
U.S. Bank
Sacramento, CA
01.2017 - 01.2021
Lead a team of Consumer and Business Relationship Managers to drive customer engagement by fostering existing client relationships and completing outbound sales activities to drive new business
Senior Relationship Banker
U.S. Bank
Sacramento, CA
01.2016 - 01.2017
Promoted customer loyalty by leading a team of Tellers to effectively recommend bank products and services, consumer and business lending, partnered with all bank business lines to bring a one bank experience to each client
Achievements: Quarterly Pinnacle winner for top performer
Inbound Relationship Banker
Golden 1
Sacramento, CA
01.2011 - 01.2016
Responsible for achieving set revenue targets in corporate call center
Deepened relationships by cross-selling bank products and services to match client needs
Achievements: Received award for quarter and annual top performer
Education
AA - Social Arts
American River College
Sacramento, CA
Skills
Leadership
Sales
Problem Resolution
COI Development
Exceed revenue production goals
Top 5 Gallup Strengths
Learner
Self-Assurance
Intellection
Maximizer
Responsibility
Languages
English
Spanish
Professionalreferences
James Kiley, Investment Retrievers INC, CEO, (916) 586-5342
Diana Simons, U.S. Bank, Float Market Manager, (916) 667-2373
Ignacio Thomas, U.S. Bank, Branch Manager, (925) 852-8731
Timeline
Regional Sales Manager
Investment Retrievers INC
01.2021 - 01.2024
Assistant Branch Manager
U.S. Bank
01.2017 - 01.2021
Senior Relationship Banker
U.S. Bank
01.2016 - 01.2017
Inbound Relationship Banker
Golden 1
01.2011 - 01.2016
AA - Social Arts
American River College
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