Rafael T. Herrera
San Fernando,CA
Summary
Experienced professional with a productive twenty-two year career in sales, coaching, personal development in the Banking and Finance industry. Experiences include Retail/Commercial Banking, Licensed Banker Sales, Consumer/Commercial loan production, Business Banking, Operational duties, and meeting all compliance requirements. Eleven year experience in management, budget preparation, team leader, training, and product development. Duties included, but not limited to, coaching, exceeding/meeting branch goals, sales training and personnel advancement. Customer Service driven with a dedication to finding solutions for internal and external clientele. A versatile and effective team player. Open minded, reasonable, and opened minded individual. Understanding of overall project initiatives, goals, and expected results.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Benefits Associate
Aflac
05.2024 - Current
As a licensed life and accident agent, i am able to advised business owners in how to create and/or enhance employee benefits to help retain, attract, and enhance employee morale. Discovered opportunities available where Aflac could be a part of.
Branch Manager, Vice President
Luther Burbank Savings
06.2016 - 03.2023
- Responsible for overall branch performance in all areas; budgeting, compliance, operations, sales, retention and growth
- Grew 100 Million in deposits through my tenure
- Coaching of team members to increase overall production, partnerships, and maintaining of budget and expense expectations.
Client Service Manager
First Bank
10.2011 - 06.2016
- Assisted Branch Manager to ensure completion of daily, weekly, and monthly budgeting reports
- Coaching of branch teller staff to increase referrals to branch partner personnel
- Managed a staff of 6 bank personnel during managerial leave.
Financial Service Representative/Licensed Banker
First Bank (First Bank of Beverly Hills)
09.2004 - 10.2011
- Retail/Commercial referral, retention, and sales of new accounts, loans, and alternative investments
- Coached Branch Staff on product knowledge, referrals, telemarketing, and various campaigns.
Education
Bachelor of Science - Clinical Laboratory Science
University of Texas El Paso
El Paso, TX05.2004
Accomplishments
First Bank
2007 Financial Service Sales of the month -August
2007 Financial Service Sales of the Year
Luther Burbank Savings
2017- Top Deposit Branch Growth 63% above YTD goal
CA Insurance Licensed Number- 0G27418- Active
References
References upon request.
Certification
Life and Accidental Insurance Certified -2007-present
Languages
Spanish
Limited Working
Timeline
Benefits Associate
Aflac
05.2024 - Current
Branch Manager, Vice President
Luther Burbank Savings
06.2016 - 03.2023
Client Service Manager
First Bank
10.2011 - 06.2016
Financial Service Representative/Licensed Banker
First Bank (First Bank of Beverly Hills)
09.2004 - 10.2011
Life and Accidental Insurance Certified -2007-present
Bachelor of Science - Clinical Laboratory Science
University of Texas El Paso
Similar Profiles
Angela SycksAngela Sycks
Benefits Advisor at AFLACBenefits Advisor at AFLAC
Kandi McIntyreKandi McIntyre
Lead Sales Associate at AflacLead Sales Associate at Aflac
Quentin FosterQuentin Foster
Benefits Advisor at AflacBenefits Advisor at Aflac
Lisa V. LambertLisa V. Lambert
Field Sales Agent at AflacField Sales Agent at Aflac
Jason DessaintJason Dessaint
L6 Store Manager at AmazonL6 Store Manager at Amazon