Mary Lou Sanchez
Naples,FL
Summary
Objective: Bank Manager/Leader with a demonstrated success leading a financial center. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to changing markets.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Development Representative
Omega National Title LLC
11.2022 - 06.2023
- Managed over 25 customer calls per day.
- Expanded business through effective network development, identifying new, and prospective clients.
- Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
- Networked among local business and community organizations to develop leads and generate business.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Built relationships with customers and community to promote long term business growth.
- Presented professional image consistent with company's brand values
Senior Relationship Banker
SunTrust Bank-Now Truist
06.2015 - 05.2022
- Cultivated strong customer and partner relationships by providing tailored advice and services.
- Adapted products and services to suit customers' changing financial circumstances.
- Implemented strategies to increase customer retention, enabling investment growth.
- Analyzed customers' financial information to deliver personalized account guidance.
- Established rapport with new clients to increase satisfaction and loyalty.
- Continually boosted branch production and revenue by 10% by consistently meeting all monthly and quarterly sales goals.
- Monitored and verified suspicious activity on customer accounts.
Assistant Branch Manager / Branch Manager
Regions Bank
06.2008 - 03.2015
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Complied with regulatory guidelines and requirements.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Generated financial and operational reports to assist management with business strategy.
- Implemented service improvements to enhance sales cycle.
- Resolved various issues impacting sales management and business operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Supervised team of 6 branch employees and made recommendations regarding performance evaluations.
Education
High School Diploma -
Francisco Rodriguez Lopez
Guayanilla Puerto Rico05.1988
Certificate - Integrative Nutrition Health Coach
Institute For Integrative Nutrition
New York, NY03.2018
No Degree - Small Business Administration And Management
Fulton Montgomery Community College
Johnstown, NY09.1990
Skills
- Business Developing, Sourcing, Coaching and Training
- Managed and coached full staff in banking center for over 8 years
- Organized meeting for sales training and sales strategies
- Bank audits, controls and compliance
- Effective Scheduling "work, vacation and PTO"
- Build and maintain great working relationship with clients, co-workers, partners and superiors
- Work very well independently and with others
- Very professional, excellent communication skills both verbal and written
- Over 25 years in Banking Industry "Finance Operations and Administrations"
- Proficiency on computers, Microsoft MS, Word, Excel, Power Point, Outlook, fax, printers, scanners, copier, telephones
- Customer Relationship Management
- Profitability Improvement and Territory Expansion
- Product Knowledge
- NMLS License # 676146
- Public Notary for State of Florida
Certification
NMLS Certification
Public Notary for Florida State
Since 2002
Languages
Spanish
Native or Bilingual
Timeline
Business Development Representative
Omega National Title LLC
11.2022 - 06.2023
Senior Relationship Banker
SunTrust Bank-Now Truist
06.2015 - 05.2022
Assistant Branch Manager / Branch Manager
Regions Bank
06.2008 - 03.2015
High School Diploma -
Francisco Rodriguez Lopez
Certificate - Integrative Nutrition Health Coach
Institute For Integrative Nutrition
No Degree - Small Business Administration And Management
Fulton Montgomery Community College
NMLS Certification
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