ROCIO NOLASCO
Norwalk,CA
Summary
Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 15 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Sr. Branch Service Manager, Assistant Vice President
HSBC National Bank USA
Torrance, California
08.2008 - 02.2022
- Attended weekly/monthly Networking Events, promoting company brand and building rapport with prospects and partners.
- Accomplished multiple tasks within established timeframes.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Cross-trained existing employees to maximize team agility and performance.
- Cross-sold products such as consumer loans by listening to customers and understanding needs and taught staff to implement similar processes in every interaction resulting in increased annual revenues by 30% sales within 6 months of transferring to one of top 3 branches in Southern California.
- Consulted with representatives of regulatory department to complete accurate filings and uphold strict compliance regulations of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act to consistently maintain audit scores at over 95% quarterly.
- Assisted in new branch set up, as well as, existing branch closure and relocation.
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations and contributed to branch service promoter score of above 95% quarterly.
Financial Services Manager, Assistant Vice President
Union Bank of California
Bellflower, CA
05.2001 - 08.2008
- Reviewed financial reports including balance sheet and income statements for commercial loan processing
- Submitted, processed, and compiled new (retail/commercial/residential) loan application packages for presentation and accuracy.
- Developed and implemented local marketing strategies
- New prospect and client retention maintained by conducting 10 contacts daily.
- Participated in team-building activities to enhance working relationships
Account Executive, Assistant Vice President
Beneficial Finance
Norwalk, CA
01.1997 - 05.2008
- Assisted and supervised accounting clerks with accounts payable and receivables
- Managed sales cycle to maintain solid customer base
- Originated, reviewed, and processed mortgage loan applications
- Prepared seminar and presentations for first time homebuyers to assist in full process of home purchase
- Managed over 300 mass marketing mailings during sales campaigns
- Qualified leads, built relationships and executed sales strategies to drive new business
Education
Bachelor of Arts - Business Economics
California State University - Long Beach
Long Beach, CA02.2007
Skills
- Customer Satisfaction
- Problem Anticipation and Resolution
- Marketing Strategies;Business Development/Retention
- Sales Tracking/Sales Promotions
- Human Resources Oversight: Staff Recruitment/Hiring/Training and Development
- Operations and Efficiency
- Financial Analysis
- Regulatory Compliance
Accomplishments
- Received the "Branch Service Manager Award” for exemplary performance and recognition for handling the largest accounts within top 3 highest revenue branch Southern California .
- Nominated to be part of the Employee Leadership program in 2020 out of over 300 employees in Southern California.
Certification
- SIE, Series 6, Series 63
- California Life and Health
- Notary Public
Languages
Spanish
Full Professional
Timeline
Sr. Branch Service Manager, Assistant Vice President
HSBC National Bank USA
08.2008 - 02.2022
Financial Services Manager, Assistant Vice President
Union Bank of California
05.2001 - 08.2008
Account Executive, Assistant Vice President
Beneficial Finance
01.1997 - 05.2008
Bachelor of Arts - Business Economics
California State University - Long Beach
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