Lucy A Martinez
Albuquerque,NM
Summary
Highly detail-oriented and professional Branch Manager successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
16
16
years of professional experience
Work History
Branch Manager
PNC Bank
04.2023 - Current
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Complied with established internal controls and policies.
- Developed strategic plans for day-to-day financial operations.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Branch & Business Center Assistant Manager (DMLO)
PNC
01.2022 - 04.2023
- Assist the Branch Manager in the branch and assume role as Officer-in-Charge in Manager’s absence.
- Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.
- Assist branch with Business Prospecting and Sales
Client Experience Operations Manager II
BBVA Now PNC
07.2017 - 01.2022
- Work with Branch Manager to achieve customer service targets.
- Perform all customer transactions including more complex sales transactions.
- Provide guidance to Branch Associates team on BSA and AML policies
- Minimize teller outages
Customer Service Manager
BMO
04.2012 - 07.2017
- Identify sales and cross selling opportunities and makes qualified referrals to specialist sales partners
- Accordance with bank policies, procedures
- Perform outbound calls for service/sales follow up and in support of branch sales goals
Branch Banker
BMO
11.2009 - 01.2012
- Act as the customers' first point of contact with the Bank
- Responsible for processing, new account verification process
- Provide excellent customer service
Education
Associate Degree - Business
Central New Mexico Community College
Albuquerque, NMSkills
- Communication skill
- Relationship building and management
- Business development expertise
- Expert in risk management
- Sales professional
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager
PNC Bank
04.2023 - Current
Branch & Business Center Assistant Manager (DMLO)
PNC
01.2022 - 04.2023
Client Experience Operations Manager II
BBVA Now PNC
07.2017 - 01.2022
Customer Service Manager
BMO
04.2012 - 07.2017
Branch Banker
BMO
11.2009 - 01.2012
Associate Degree - Business
Central New Mexico Community College