Lina M. Figueroa
Miami,FL
Summary
A results-oriented financial service professional with over 25 years of experience in positions of increasing responsibilities and duties. Proven record of consistently meeting and exceeding all company production goals and deadlines. Continually keeping client at the center of all I do, earning their trust in managing the client's financial portfolio. Skilled at creating rapport and educating clients on banking products and services to meet clients short and long-term banking needs and goals. Conscientious, thorough and dedicated work ethic. Team oriented with excellent communications skills: verbal and written.
Overview
21
21
years of professional experience
Work History
Sr. Premier Relationship Manager
Wells Fargo Bank
03.2021 - Current
- Successfully close over $3MM in investment assets through referrals to financial advisor on a quarterly basis in addition to closing over $1.5MM in consumer lending quarter.
- Consistently book over $1.7MM in commercial lending on a quarterly basis.
- Exceeded annual sales targets consistently, demonstrating strong business development skills and dedication to customer satisfaction.
- Built lasting relationships with clients through proactive communication and regular followups.
- Maintain and follow up on credit and investment pipeline through client outreach and partner pipeline review calls.
- Proactively acquire new affluent consumer and small business customers and deepen existing relationship through outreach and pre-planned appointments as well as increase referrals from satisfied customer, resulting in revenue and new business growth.
- Identify client needs and goals for business, mortgage, retirement and investment and advise on recommended and available financial options and services while partnering with Business Banking, Mortgage, Wealth and Investments to meet customer's needs.
Retail Market Manager
Synovus Bank
03.2020 - 03.2021
- Successfully developed and maintain relationships with line of business partners to continually drive the branch success generating top deposit, loan, private wealth referrals, treasury management, and merchant.
- Highlighted as a top producer regionally (top 20) in deposit growth ($8,844,142), loan origination (4,964,025) excluding deposits and loans referred to Private Wealth in 2020.
- Build key relationship with clients and center of influence to maximize business opportunities and increase the branch deposit and loan portfolio.
- Maintain a branch culture that excels in customer service.
- Improve employee performance by overseeing and coaching branch team members in product and service productions via constructive feedback.
- Participate in networking events such as Business Networking International (BNI).
Licensed Sr. Relationship Banker
Synovus Bank
09.2017 - 03.2020
- Provide excellent customer service and engage customers in conversation to uncover customer banking needs (deposit, loan, and annuity products).
- Proactively making phone calls to existing bank clients and prospects to expand and establish new banking relationships and cross-selling opportunities.
- Consistently uncover opportunities through broad financial conversation leading to referrals to private bank investment partner.
- Refer customers to line-of-business partners (treasury management, mortgage, and merchant) to obtain the maximum financial benefit for the customer and the bank.
- Develop new referral opportunity by actively networking in the community (COI Relationship building).
Floor Manager/ Independent Insurance Broker
The Fig Group
11.2014 - 09.2017
- Train new hired agents in sales techniques (cold calling) and manage daily sales operations.
- Answer questions and concerns policy holders have regarding their insurance.
- Sell a variety of insurance products to businesses and individuals.
- Create a book of business and follow up with existing customer while acquiring new clients.
AVP/ Assistant Branch Manager
U.S. Century Bank
08.2003 - 11.2014
- Assist in the opening of two new branch locations (Aventura Branch/Bird Road Branch) and help build the branch loans and new account portfolio to over $3.5MM.
- Conduct Interviews and assist in the hiring of new employees.
- Train new sales associates and supervise the training of new hired tellers.
- Responsible for the daily branch operations and management.
- Build relationships with clients, referrals, and the community by becoming involved in the local chamber of commerce and marketing counsels.
- Keep employees motivated and focused on the branch set objectives and goals.
Education
License - Series 7 And 66
FINRA
License - Life, Health, And Annuity
State of Florida
MBA - Accounting
St. Thomas University
Miami, FL2019
Bachelor of Arts - Business Administration
Trinity International University
Miami, FL2005
Skills
- Business Development
- Wealth Management and relationship building
- Regulatory Compliance
- Proficient in Salesforce CRM, MS Word, Excel, PowerPoint
- Well-developed written and oral communication skills (English and Spanish)
- Team Leadership
Additional Information
Community Involvement:
Gang Alternative Inc. - Financial Literacy Instructor (Volunteer 2018-Current)
Habitat for Humanity - Financial Literacy Instructor (Volunteer 2019-2021)
Business Networking International (COI) (2020-2022)
Timeline
Sr. Premier Relationship Manager
Wells Fargo Bank
03.2021 - Current
Retail Market Manager
Synovus Bank
03.2020 - 03.2021
Licensed Sr. Relationship Banker
Synovus Bank
09.2017 - 03.2020
Floor Manager/ Independent Insurance Broker
The Fig Group
11.2014 - 09.2017
AVP/ Assistant Branch Manager
U.S. Century Bank
08.2003 - 11.2014
License - Series 7 And 66
FINRA
License - Life, Health, And Annuity
State of Florida
MBA - Accounting
St. Thomas University
Bachelor of Arts - Business Administration
Trinity International University