Jorge De La Rosa
Orlando,FL
Summary
Results-driven professional with over 10 years of experience in sales and management within banking industry. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of banking business. Recognized for inspiring team members to excel and encouraging creative work environments.
Overview
13
13
years of professional experience
2
2
years of post-secondary education
2
2
Languages
Work History
Assistant Banking Center Manager
Seacoast National Bank
04.2021 - Current
- Managed branch sales, customer service, finances, and record keeping.
- Worked directly with customers and associates to handle internal and external complaints and objections.
- Coordinated calls to prospective and existing customers, acceptance of small business loan applications and referrals to other product specialists.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Networked to identify potential new clients and expand geographic territories.
- Drove business development efforts through active participation in networking events and community organizations.
- Managed branch size of over $200 million in deposits and a team of 5 full and part time employees.
AVP, Manager
JPMorgan Chase
11.2013 - 04.2021
- Built and lead high performance team focused on achieving sales and services goals.
- Implemented policies to improve efficiency and team performance.
- Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
- Delivered consistent revenue growth through effective sales strategies, promoting banking products and services tailored to client needs.
- Identified partnership opportunities and established favorable business connections.
- Cultivated a high-performance culture within the branch by setting clear expectations and rewarding top performers accordingly.
- Managed branch size of over $700 million in deposits and a team of 15 full and part time employees.
AVP, Personal Banker
JPMorgan Chase
07.2011 - 11.2013
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
- Continually boosted branch production and revenue by 60% by consistently meeting all monthly and quarterly sales goals.
Education
BBA - Business Management
The College of Westchester
White Plains, NY 08.2011 - 08.2013
Skills
- Complex problem solving
- Excellent communication skills
- Excel in team leadership and team collaboration
- Expert in risk management
- Financial product knowledge
- Problem Anticipation and Resolution
- Cash Flow Forecasting
- Financial Planning
- Team Development
Languages
Spanish
Native or Bilingual
Timeline
Assistant Banking Center Manager
Seacoast National Bank
04.2021 - Current
AVP, Manager
JPMorgan Chase
11.2013 - 04.2021
BBA - Business Management
The College of Westchester
08.2011 - 08.2013
AVP, Personal Banker
JPMorgan Chase
07.2011 - 11.2013
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