KELLY DUENAS
Petaluma,CA
Summary
To secure a position in a dynamic environment that would benefit from a passion for building, establishing, and maintaining client relationships while also offering new challenges and opportunity for career growth. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
16
16
years of professional experience
Work History
Branch Manager, Vice President
BANK OF MARIN
01.2009 - Current
- Managed multiple high volume offices through Northbay as Asst Manager & Manager
- Coach & mentor staff to manage their sales pipeline & refer to appropriate banking officers
- Responsible for growing branch loan portfolio through business and consumer lending products
- Conduct quarterly relationship calls with clients to ensure all banking needs are being addressed and deepen existing relationships
- Complied with established internal controls and policies.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Conducted pre-audit for newly acquired bank locations
- Create pipeline for our wealth management, treasury management and commercial lending and referred to appropriate officers
- Liaison for branch and central office and senior management
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Represented organization at industry conferences and events.
- Increased company growth through collaboration with sales and marketing departments.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
Retail Officer Training Program
BANK OF MARIN
06.2011 - 04.2012
- 9 month training program to become bank retail officer
- Worked with commercial & consumer lending to be better able to serve staff and clients
- Day courses on effective coaching/interviewing /sales
- Completed course at American Bankers Association
- Created & completed training classes for next set of applicants
Education
B.A. - Psychology
Dominican University
Skills
Branch Operations Management
Customer Relationships
Excellent time management skills
Client Relationship Management
Awards
- Legendary Service recipient 2014,2018,2022
- Novato Chamber of Commerce Leadership Training Program 2024
- Volunteer Award Recipient
Timeline
Retail Officer Training Program
BANK OF MARIN
06.2011 - 04.2012
Branch Manager, Vice President
BANK OF MARIN
01.2009 - Current
B.A. - Psychology
Dominican University
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