Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Work Availability
Quote
Timeline
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Marlon Acosta

Marlon Acosta

Lehigh Acres,FL

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

7
7
years of professional experience

Work History

Business Banker/Portfolio Manager

Renasant Bank
06.2023 - Current
  • Facilitated portfolio performance review and implemented new strategies.
  • Developed rebalancing strategies to minimize risk exposures.
  • Designed and maintained financial models to identify and measure risks.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.

Branch Manager/Vice President

PNC Bank
10.2021 - 06.2023
  • Oversaw hiring, adding valuable, talented professionals to strengthen management team. Managed over 15 employees in two different locations.
  • Identified issues with production, workforce and material sourcing and implemented successful solutions.
  • Led operational team in development, rollout and management of new product lines.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Senior Branch Banker

PNC
04.2020 - 10.2021
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Helped customers prepare documents required to complete transactions and process requests.
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
  • Increased company revenue 30% by selling various banking products.

Personal Banker

HSBC
03.2019 - 04.2020
  • Acquires and deepens branch customer base through a variety of proactive sales and service activities
  • Manages customer experience by identifying opportunities to improve customer's financial wellbeing
  • Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty

Teller

Chase Bank
10.2016 - 02.2019
  • Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet
  • Processes a variety of customer interactions
  • Vault Custodian

Education

MBA - Business Administration And Management

University of Arizona
Tucson, AZ

Bachelor of Science - Finance

Florida International University
Miami, FL

Associate of Science - Finance

Miami Dade College
Miami, FL

Skills

  • Exposure Management
  • Client Relationship Management
  • Project Management
  • Team Leadership
  • Staff Management
  • Business Plan Development
  • Commercial Real Estate

Accomplishments

  • Created highly effective new program that significantly impacted efficiency and improved operations.

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Business Banker/Portfolio Manager

Renasant Bank
06.2023 - Current

Branch Manager/Vice President

PNC Bank
10.2021 - 06.2023

Senior Branch Banker

PNC
04.2020 - 10.2021

Personal Banker

HSBC
03.2019 - 04.2020

Teller

Chase Bank
10.2016 - 02.2019

MBA - Business Administration And Management

University of Arizona

Bachelor of Science - Finance

Florida International University

Associate of Science - Finance

Miami Dade College

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Marlon Acosta