Richard A Salas
New Orleans,LA
Summary
Dynamic banking professional with a proven track record at Hancock Whitney Bank, excelling in service excellence and investment consulting. Adept at fostering client relationships and driving revenue growth through tailored financial solutions. Recognized for leadership and operational oversight, ensuring compliance while enhancing team morale and client satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Personal Banker
Hancock Whitney Bank
04.2020 - Current
- Assisted customers with setting up accounts, completing consumer and business loans.
- Cross -sold bank products and services with providing options to meet clients request.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Actively demonstrating and enrolling clients into online mobile application, including Zelle.
- Leveraged advanced knowledge of banking products/services and investments options to deliver solutions that effectively addressed unique client needs.
- Delivered all-encompassing financial advice, strengthening client relationships and promoting long-term loyalty.
- Maintaining 5 Star experience with every customer from new account openings to return customers service requests.
- 2025 exceeded loan goals by 137% and Investment goal by 90% with $11,200 in branch revenue.
- 1st quarter of 2026 generated $7386 in investment revenue for the branch.
Branch Team Lead
Regions Bank
08.2013 - 04.2020
- Conducted timely audits of internal processes for quality assurance purposes.
- Promoted a positive work environment, leading by example and inspiring team morale.
- Ensured strict adherence to company policies and procedures within the branch network.
- Assisted in the recruitment process, identifying top talent to join the branch team.
- Spearheaded community outreach efforts with first time home buyer classes.
- Actively listen to clients request for alternatives solutions to provide branch products to investment options to meet the client financial needs.
Education
University of New Orleans
New Orleans, LASkills
- Service excellence
- Detail-oriented approach
- Investment consulting
- Positive attitude
- Revenue growth
- Effective team collaboration
- Problem-solving
- Multitasking Abilities
- Leadership skills
- Excellent communication
- Self motivation
- Operational oversight
Accomplishments
Completed a 4 month Regions Bank Leadership Academy
Certification
Life Insurance through Louisiana license # 302618
Timeline
Personal Banker
Hancock Whitney Bank
04.2020 - Current
Branch Team Lead
Regions Bank
08.2013 - 04.2020
University of New Orleans