Result oriented leader bringing extensive experience and knowledge in banking, business development, accounting, and customer acquisition with over 15 years of proven successful management and coaching in areas such as sales, customer service, operations, and expending network connections.
Led and coached the team to ensure exceptional guest experience while acting as a role model on behaviors that supports the culture of Delta airline standards in an inspiring and motivating manner. Conducted daily briefings and quality assurance audits. Resolved guest issues by identifying source of complaint and formulating corrective actions. Promoted safety of guests and mitigated liability risks by enforcing rules and safety policies.
Contracted by a Brazilian company to consult and assist in openings their new division in United States market. Managed all initial procedures including business docs, market research, customer acquisition, and marketing. Authored detailed work plans to meet business priorities and deadlines. Created detailed roadmaps of action items and project goals and generated reports to inform budgeting and planning. Tracked costs and expenses to compare with original budget and identify failure points. Saved considerable costs by renegotiating outsourcing contracts.
Oversaw the entire operation on all departments for one of BBVA’s largest and newest branches in competitive Austin market. Maintained relationships with business partners to assist customers with complex financial needs. Managed recruiting and selection process for branch in addition to participating in selection process for future branch bankers and leaders. Led market-wide training initiatives. Resolved escalated customer and associate issues and counseled associates. Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Assessed employee performance and developed improvement plans. Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set. Gathered and reviewed customer feedback to improve operations. Protected company assets with strategic risk management approaches. Recommended loan approvals and denials based on customer loan application reviews. Engaged employees in business processes with positive motivational techniques. Actively participated and volunteered in community development.
Trained employees on proper procedures and strategies to improve productivity. Managed scheduling for the branch to keep shifts appropriately staffed. Maintained branch files for major accounts, investments and employees. Set up and supervised cash shipments. Completed daily Bank Secrecy Act reports.