Summary
Overview
Work History
Education
Skills
Certification
LANGUAGES
Timeline
Generic

MARION Dasaev SALAS

Dallas,TX

Summary

Dynamic financial professional with a proven track record, excelling in client relationship management and financial planning. Adept at leveraging excellent communication and leadership skills to drive growth and enhance team performance. Recognized for delivering impactful financial literacy presentations and fostering community partnerships to elevate branch visibility.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Branch Banker

PNC BANK
02.2025 - Current
  • Conducted financial reviews for new and existing customers to identify products and services that could benefit them.
  • Participated in outreach activities at schools, churches, and other organizations to promote bank products and services.
  • Develop relationships with local businesses to increase branch visibility and acquire new clients.
  • Implemented new communication ideas to acquire new relationships.
  • Conducted financial literacy presentations for businesses and non-profits.
  • Daily outbound calling to obtain new appointments and partnerships with organizations.
  • Trained new employees on proper procedures and activities related to customer service, sales techniques, and operational policies.

Licensed Insurance Agent

New York Life & NYLIFE Securities
12.2023 - 09.2024
  • Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
  • Leveraged company products and services to assist clients in reaching their financial goals.
  • Developed sales leads from direct referrals, networking, and targeted marketing campaigns.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Utilized CRM software to manage client relationships.

Small Business Consultant

Bank of America
10.2015 - 09.2023
  • Manage individual sales performance using various metrics measured monthly, quarterly, and annually.
  • Analyze individual performance plans, identify inefficiencies in existing processes, and track performance following the implementation of improvements.
  • Responsible for Small Business sales production in the financial center.
  • Responsible for coaching Relationship Managers and Client Service Representatives in Small Business solutions and deepening knowledge to increase productivity in the financial center.
  • Communicate weekly Small Business focus and production gaps to promote team engagement.
  • Collaborate with Small Business partners to provide holistic solutions to clients.
  • Responsible for proactive client outreach initiatives through outbound calls and documenting client interactions in CRM system.

Assistant Branch Manager

Texas Trust Credit Union
01.2007 - 09.2015
  • Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Supervised a team of 15 branch employees and made recommendations regarding performance evaluations.
  • Serviced members with their financial needs, according to staffing needs.

Education

Associate of Science - Biology

University of Texas at Arlington
Arlington, TX
05.2010

Skills

  • Excellent communication skills
  • Team-building strengths
  • Schedule and calendar management
  • Excellent Interpersonal skills
  • Leadership skills
  • Critical Thinking
  • Excellent probing skills
  • Presentation skills
  • Financial planning
  • Customer service

Certification

General Lines- Life, Accident, Health, and HMO

NMLS: 2649595

SIE

LANGUAGES

Spanish: Native

Timeline

Branch Banker

PNC BANK
02.2025 - Current

Licensed Insurance Agent

New York Life & NYLIFE Securities
12.2023 - 09.2024

Small Business Consultant

Bank of America
10.2015 - 09.2023

Assistant Branch Manager

Texas Trust Credit Union
01.2007 - 09.2015

Associate of Science - Biology

University of Texas at Arlington

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