Michael Rojas

Responsible for entire branch including sales, service, and operations. Branch has made an average profit of $2.1 million each year.

• Networked to identify potential new clients and expand geographic territories.
• Made introductions to partners to help meet customer's broader financial needs.
• Grew book of business through proactive outreach.
• Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
• Maintained up-to-date knowledge of bank offerings, enabling informed recommendations tailored to individual customer needs.
• Boosted sales of banking products by consistently meeting assigned targets and promoting services to potential clients.

• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Maintained friendly and professional customer interactions.
• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
• Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
• Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.