Juan Duran
VP, Branch Manager & Business Development
Perris,CA
Summary
Resourceful Vice President with over 20 years of results-oriented experience in business intelligence and operations management. Culturally-sensitive and ethical professional with demonstrated success in developing and implementing optimized solutions. Versatile leader recognized for driving results in collaborative, inclusive manner.
Overview
20
20
years of professional experience
Work History
VP, Branch Manager & Business Development
Legacy Bank
Murrieta, CA
05.2023 - Current
- Directed daily branch operations, leading the team to exceed monthly sales goals.
- Maintained a high level of employee morale to minimize turnover and maximize customer satisfaction.
- Managed organizational and documentation compliance procedures within branch.
- Prepared monthly reports outlining branch performance metrics such as sales volume, profitability, customer satisfaction scores. Achieving record-breaking branch profitability and customer growth.
- Communicated and implemented new ideas and strategies to improve sales, marketing, and staff development.
- Organize strategic business networking events for the bank to enhance community visibility, build trust, generate leads, and foster profitable partnerships. Collaborate with business consultants who support local small businesses, positioning us as a reliable and valued partner.
- Implemented corporate culture through reinforcement of quality service and teamwork.
Merchant Sales Representative
Link6
Colton, CA
06.2021 - 11.2023
- Performed thorough research on products, services, competitors, customers, markets.
- Collaborated with management team to develop new strategies for increasing sales volume.
- Demonstrated effective communication and interpersonal skills to build trust with clients.
- Negotiated contracts with vendors, suppliers, and other business partners.
- Managed multiple projects simultaneously while meeting tight deadlines without compromising quality standards.
- Attended scheduled training sessions, department meetings, and company events to build expertise and promote company image.
- Implemented creative marketing strategies to increase brand awareness in the marketplace.
- Leveraged CRM software tools effectively for tracking customer interactions and managing pipeline activity.
Sr. Business Specialist, Branch Manager
Wells Fargo, NA
Moreno Valley, CA
06.2006 - 06.2021
- Developed, implemented and managed successful business development strategies to increase customer engagement and revenue growth.
- Developed strategic partnerships with major industry players to facilitate cross-selling opportunities.
- Organized trade shows, conferences, seminars for customers, vendors in order to promote brand awareness.
- Drafted proposals outlining potential solutions for clients' needs based on an understanding of their objectives.
- Contacted potential customers via phone or email to establish rapport and set up meetings.
- Utilized CRM software tools to track progress against KPIs.
- Created and managed extensive sales pipelines for multiple business development initiatives.
- Attended weekly meetings with sales team members to discuss best practices for closing deals.
- Handled objections by clarifying agreements and working through differences to reach positive conclusion.
- Oversaw daily operations including cash management, opening and closing procedures, account maintenance.
- Directed daily branch operations, leading the team to exceed monthly sales goals.
- Recruited staff members and oversaw training programs.
- Ensured compliance with applicable laws and regulations regarding banking practices.
Education
Some College (No Degree) - A1 Accounting | Manufacturing Accounting
Riverside Community College, Moreno Valley
Moreno Valley, CASkills
- Customer Prospecting
- Mergers and Acquisitions
- Lead Generation
- Business Development
- Proficient in both English and Spanish, with fluent verbal and written communication skills
- Skilled in public speaking I use my abilities to conduct workshops and seminars, educating our business community on financial literacy
- Proficient in networking and adept at building strategic partnerships to enhance branding, foster trust, and drive customer retention and profitability for the bank
- Digital & Social Media Marketing Proficiency
Affiliations
- VOLUNTEER EXPERIENCE Director Of Operations Reviving Community Lives Inc, Canoga Park, CA