Kevin Rubio
Pembroke Pines,FL
Summary
Dedicated and service-oriented professional with a proven track record in the banking industry, B2B sales, SaaS, and business development. Highly skilled in delivering exceptional service in fast-paced environments, ensuring client satisfaction and fostering long-term relationships. Equipped with excellent communication and organizational abilities, adept at effectively collaborating with cross-functional teams to achieve sales targets and drive revenue growth. Committed to providing high-quality solutions tailored to meet client needs and exceed expectations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Business Banking Specialist, Assistant Vice President
First Citizens Bank
06.2022 - Current
- Managed a diverse portfolio of 90 high-value accounts, consistently surpassing client expectations and fostering long-term relationships.
- Achieved top sales performance in 2022, exceeding sales targets and earning recognition within the company.
- Generated over $3 million in revenue through effective sales strategies and relationship building efforts.
- Exceeded monthly and quarterly sales targets, contributing to a significant 30% increase in non-interest revenue.
Small Business Banker
Wells Fargo
12.2019 - 06.2021
- Grew and maintained a profitable book of business with deposits totaling $200 million.
- Implemented targeted sales campaigns, resulting in a 40% increase in new clients and a 25% growth of the customer base.
- Achieved an impressive 80% sales conversion rate, driving revenue by converting leads into high-value accounts.
- Managed a consistent sales pipeline of 150+ prospects, continually generating new business opportunities.
Personal Banker II
Wells Fargo
11.2017 - 12.2019
- Consistently achieved highest sales performance in branch, surpassing monthly goals by 25% and contributing to a 15% increase in revenue
- Managed a portfolio of 200+ personal clients with a 95% customer retention rate
- Conducted financial consultations leading to $250k/month in new loan originations
- Implemented proactive customer outreach resulting in a 30% increase in referrals
Personal Banker
Wells Fargo
08.2016 - 11.2017
- Ranked in the top 15% of Personal Bankers nationwide by conducting comprehensive financial analysis for clients.
- Increased client base by 25% within one year through successful conversion of new prospects into prominent client relationships.
- Provided personalized recommendations and strategies to help clients achieve their financial goals by utilizing a consultative approach to identify and analyze their needs.
- Represented the bank during on- and off-site presentations of products and services.
Customer Service and Sales Representative
Wells Fargo
04.2015 - 08.2016
- Responded to all customer queries using various complex software to ensure accounts ran without any hesitation
- Managed client relationships with a focus on meeting their financial needs through cross-selling and referrals to appropriate lines of business.
- Maintained the highest standards of customer service, personal banking and S.A.F.E. mortgage requirements
- Developed and executed effective sales strategies and action plans to maximize sales opportunities and achieve revenue targets on. consistent basis.
Teller
Wells Fargo
06.2013 - 04.2015
- Processed over 100 cash transactions daily with high accuracy and attention to detail, adhering to bank procedures.
- Minimized losses by promptly and accurately recording all transactions in compliance with bank policies.
- Collaborated with bankers to increase cross-selling opportunities, resulting in a 20% boost in product and service promotion.
- Maintained strict confidentiality of customer information through adherence to security and privacy protocols.
Education
Some College - Finance
Valencia College
Orlando, FLSkills
- Sales prospecting and lead generation
- Relationship building and account management
- Communication and presentation skills
- Salesforce
- Hubspot
- SAP
- Data analysis and reporting
- Time management and multitasking
Certification
- State Life Insurance License
- Top lender award in 2021
- Top personal banker in 2018
- NMLS Certified
Timeline
Business Banking Specialist, Assistant Vice President
First Citizens Bank
06.2022 - Current
Small Business Banker
Wells Fargo
12.2019 - 06.2021
Personal Banker II
Wells Fargo
11.2017 - 12.2019
Personal Banker
Wells Fargo
08.2016 - 11.2017
Customer Service and Sales Representative
Wells Fargo
04.2015 - 08.2016
Teller
Wells Fargo
06.2013 - 04.2015
Some College - Finance
Valencia College
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