Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
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LUIS MARTINEZ-GOMEZ

Bellevue,NE

Overview

8
8
years of professional experience

Work History

Lead Associate Operations

JP Morgan Chase Bank NA
Omaha, NE
05.2022 - Current
  • Work with the branch manager to set the tone of the branch environment to provide an exceptional customer experience, and a dynamic and engaging culture.
  • Process and assist customers with transactions
  • Introduce customers to branch team who will build relationships and assist with specialized financial needs
  • Make customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
  • Support the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards
  • Demonstrate ability to make connections, engage and educate customers and refer as appropriate
  • Influence, educate and connect team, partners and customers to technology
  • Demonstrate leadership abilities and work well in a team environment
  • Demonstrate proficiency in operations and transaction account structures

Branch Manager 1

Cobalt Credit Union
04.2018 - 05.2022
  • Fix, correct and approve employee time cards in ADP for payroll processing.
  • Recruit, interview, hire and train employees for assigned branch.
  • Consistently coach and develop employees daily, monthly and as needed to help them in their development
  • Complete weekly schedule, monthly and weekly reports, supply orders and budget proposals
  • Complete, and deliver employee reviews through ADP Payroll Software.
  • Increased new bank relationships within local community by 50% through execution of quarterly promotions.
  • Gather and review customer feedback to improve operations
  • Maintain friendly and professional customer interactions
  • Motivate staff to exceed sales goals consistently
  • Originated, reviewed and processed member loan applications.
  • Manage branch with average of $200,000 in monthly deposits.
  • Attend community engagement and team building events

Senior Financial Service Specialist

Cobalt Credit Union
07.2017 - 04.2018

ITM Virtual Representative

Cobalt Credit Union
11.2016 - 07.2017

Financial Service Specialist

Cobalt Credit Union
05.2016 - 11.2016

Financial Service Officer

Cobalt Credit Union
11.2014 - 05.2016

Education

Certification Program: Leadership Pathway -

Bellevue University
Bellevue, NE
06.2020

High School Diploma -

William Jennings Bryan High School
Bellevue, NE
2012

Skills

  • Bilingual: English/Spanish
  • General Notary in the state of Nebraska
  • Proficient in Microsoft programs
  • Relationship building and management
  • Sales professional- Exceeded Sales goal's 2016-2021

Accomplishments

  • Won Best in Class branch 3 quarters in a row for highest percent over goal out our 24 branches in 2021. Q1, Q2 & Q3
  • Named Co-Chair of the Cobalt Young Professionals Board in 2019.
  • Won a Sabbatical to Denver, Colorado for exceeding branch sales targets in 2018
  • Helped re-structure, grow, and develop a brand new banking location in Downtown Omaha that opened in November of 2017.
  • Helped start a brand new Virtual Transaction Department for Cobalt Credit Union in 2016.


Timeline

Lead Associate Operations

JP Morgan Chase Bank NA
05.2022 - Current

Branch Manager 1

Cobalt Credit Union
04.2018 - 05.2022

Senior Financial Service Specialist

Cobalt Credit Union
07.2017 - 04.2018

ITM Virtual Representative

Cobalt Credit Union
11.2016 - 07.2017

Financial Service Specialist

Cobalt Credit Union
05.2016 - 11.2016

Financial Service Officer

Cobalt Credit Union
11.2014 - 05.2016

Certification Program: Leadership Pathway -

Bellevue University

High School Diploma -

William Jennings Bryan High School

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LUIS MARTINEZ-GOMEZ