MARION SALAS
Summary
Successful and seasoned financial professional offering over 15 years of experience in providing high-quality financial solutions. Possesses deep knowledge of the banking and insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet business needs. Adept at building trust with clients and networking partners, and delivering outstanding customer service.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Branch Manager
PNC BANK
02.2025 - Current
- Develop customized presentations for prospective clients that highlight relevant products and benefits based on their unique needs.
- Strengthened client relationships, offering tailored financial advice to meet individual needs.
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Engage in community outreach by providing Financial Literacy Workshops on a weekly basis.
- Enhanced branch visibility and market presence by orchestrating community engagement initiatives.
- Create community partners to increase referral sources.
- Share best practices with my branch to improve client interactions.
- Trained and mentored staff on service protocols and sales techniques.
- Collaborated with upper management on strategic initiatives for branch growth.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Licensed Insurance Agent
New York Life & NYLIFE Securities
12.2023 - 09.2024
- Conducted thorough assessments of client financial situations to provide tailored coverage solutions.
- Delivered engaging presentations on insurance options to prospective clients, increasing engagement rates.
- Collaborated with underwriters to ensure accurate policy issuance and risk evaluation.
- Developed sales leads from direct referrals, networking, and outbound activities.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided ongoing support during claims process, enhancing overall client experience through effective communication.
Small Business Banker
BANK OF AMERICA
10.2015 - 09.2023
- Cultivated relationships with small business owners, providing financial guidance to optimize their banking experience.
- Analyzed financial statements to assess creditworthiness and determine appropriate lending options for clients.
- Collaborate with peer partner to provide holistic solutions for business owners.
- Partnered with credit analysts to assess the creditworthiness of potential borrowers and ensure adherence to underwriting guidelines.
- Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
- Conduct regular visits to the business owners in my book of business.
- Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Educate branch representatives on business banking solutions and methods of approach.
- Conduct weekly connects with branch partners to discuss pipeline strategies.
Assistant Branch Manager
Texas Trust Credit Union
01.2007 - 09.2015
- Supervised daily branch operations to ensure exceptional member service and team performance.
- Implemented training programs for staff, enhancing product knowledge and customer engagement skills.
- Developed and executed strategic marketing initiatives to increase membership and promote financial products.
- Analyzed branch performance data to identify areas for improvement and optimize operational efficiency.
- Led audits and compliance reviews, ensuring adherence to regulatory standards and organizational policies.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Coached and developed branch staff by offering constructive feedback and provide the appropriate training.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Education
Associate of Science -
The University of Texas At Arlington
Skills
- Coaching and mentoring
- Relationship building and management
- Training and development
- Business development
- Strong interpersonal skills
- Excellent communication skills
- Critical thinking
- Team building strengths
Languages
5
Certification
- General Lines- Life, Accident, Health, and HMO
- NMLS
Languages
Spanish
Timeline
Branch Manager
PNC BANK
02.2025 - Current
Licensed Insurance Agent
New York Life & NYLIFE Securities
12.2023 - 09.2024
Small Business Banker
BANK OF AMERICA
10.2015 - 09.2023
Assistant Branch Manager
Texas Trust Credit Union
01.2007 - 09.2015
Associate of Science -
The University of Texas At Arlington