Rodney Bezerra
Wellington,FL
Summary
Dedicated Executive Leader offering 22 years of Financial industry experience, and success. Familiar with bank regulations, financial best practices and effective sales strategies. Builds productive relationships to drive business success.
Committed to achieving strategic Sales, Service and Operation goals and building loyalty and trust, both externally and internally.
Overview
17
17
years of professional experience
Work History
Vice President Head of Sales Execution
Flagstar Bank
08.2018 - Current
- Responsible for Enhancing customer experience through improvement of existing or implementation of new products, training tools, sales focus, coaching, training opportunities and services, coordinating strategic efforts among business lines to Improve business and process efficiencies.
- Develop and implemented overall short and long-term sales strategies with top-level management to achieve revenue goals,
- Facilitate improvements to customer experience and business/process efficiencies.
- Collaborate with other business units (bank operations, marketing, etc.) to identify impacts and ensure successful implementation of proposed changes.
- Initiated in-depth account assessments with sales and management teams to evaluate sales potential.
- Promote innovation both internally and externally, to drive new growth opportunities, and build and grow innovation experiences.
- Innovate strategy that is understood and endorsed by management, employees, customers, and stockholders
- Facilitate improvements to customer experience and business/process efficiencies.
- Use of analytics and innovation to differentiate New York Community Bank from competition improving Sales strategies and improve customer service.
- Performed monthly sales forecasting and competitive analysis to determine product and service performance levels and need for new product and service developments.
District Manager
Wells Fargo Bank
06.2015 - 08.2018
- Top Leadership and Recognition Champion (Top 2% district manager in Company-wide )
- Responsible for effective managing of 14 Wells Fargo branch locations, private banking, 163 Team Members, providing products and services to designated marketplace while meeting profitability goals, objectives and high-quality standards of operation.
- Located, developed, and promoted talented employees to cultivate collaborative and hardworking leadership team.
- Develop and implement effective sales and business strategy
- Exceeded sales targets with well-developed sales strategy and empowering team coaching.
- Work with staff to develop and implement individual goals and objectives against established goals and standards for improving competitive position of branch and locations.
- Managed relationship with various partner business entities to ensure cross-sales along with managing service quality to ensure ongoing customer satisfaction
- Coordinated with other district managers to actualize performance improvement strategies.
- Provide formal and informal sales training to various group of team members in district to ensure that team members are equipped to be effective and succeed in their current position
- Implements and maintains prescribed security controls while managing within framework of Wells Fargo standards, policies, and procedures.
- Actively participates and represents Wells Fargo in various community, civic, and professional organizations
- Responsible for deposits that range between $700-840 MM
District Manager
Wells Fargo
02.2013 - 06.2015
- Top Performance Leadership and Recognition champion (top 2% district manager Companywide 2013 and 2014
- Responsible for effective management 10 Wells Fargo Branches, providing products and services to designated marketplace while meeting profitability goals and objectives of Wells Fargo Bank.
- Develops and implements effective sales and business strategies as well as locations retail banking marketing and sales plans
- Manages relationship with various partner business entities to ensure cross-sales along with managing service quality to ensure ongoing customer satisfaction
- Provide formal and informal sales training to various group of team members in district to ensure that team members are equipped to be effective and succeed in their current position
- Implements and maintains prescribed security controls while managing within framework of Wells Fargo standards, policies, and procedures.
- Actively participates and represents Wells Fargo in various community, civic, and professional organizations
- Encouraged employee development and promoted management staff from within.
- Represented bank at community events to establish strong ties and promote business
- Exceeded sales targets with well-developed sales strategy and empowering team coaching.
- Responsible for deposits that range between $400-$600MM.
Branch Manager. III
Wells Fargo
11.2010 - 02.2013
- Top performer awards for Sales and Service in Florida
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
- Provided superior level of customer relations and promoting sales and service culture through coaching, guidance and staff motivation
- Encouraged employee development and promoted management staff from within.
- Represented bank at community events to establish strong ties and promote business.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Supported district at district level and branch level in interviewing, hiring and payroll.
- Assessed employee performance and developed improvement plans.
- Exceeded individual and branch sales goals through new business sales, referrals and retention of account relationships.
- Provided leadership, training and coached successful sales team through development of staff as competitive advantage.
- Participated in organization re-branding and targeting of new markets and programs to attract and retain members.
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Build and create new customer relationships through networking activities to grow business.
- Managed and development partnerships with wealth management, financial advisors, private banking, home mortgage, small business and Wells Fargo at work program.
Branch Manager II
Wells Fargo Bank
12.2008 - 11.2010
- Top performer awards for sales and service
- Coached and promoted high-achieving sales, customer service and bank control polices. District leader in diversity and inclusion activities
- Supervised branch operations and made continuous improvements in each area.
- Encouraged employee development and promoted management staff from within.
- Represented bank at community events to establish strong ties and promote business.
- Assessed employee performance and developed improvement plans.
- Supported district at district level and branch level in interviewing, hiring and payroll.
- Coached and developed employees for roles of service manager, bankers, business bankers, licensed bankers and senior premier bankers.
- Build and create new customer relationships through networking activities to grow business.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Senior Personal Banking Specialist
Amtrust Bank
02.2007 - 12.2008
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Top Branch Performance 2007 and 2008
Met and exceeded sales and service goals. - Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Originates and closes Home Equity Lines of Credit loans and ensures efficient progression
- Provided efficient and quality customer service while meeting or exceeding Sales Performance Standards.
- Provided individual, needs-based investment consultation and sales presentations.
- Strong sales and customer service skills with ability to deal with public enthusiastically and with professionalism
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Followed up with customers to gather feedback and provide additional assistance.
- Worked well with different partners (Business Banking, Mortgage, Financial Advisors, Merchant Service, private banking etc.) to meet and exceed customers financial goals and service expectations.
Education
Bachelor of Arts - Business Management
Florida Atlantic University
Boca Raton, FL05.2004
Skills
- Excellent communication and presentation skills
- Lead and motivate
- Microsoft office
- P&L Responsibility
- Analytical in problem solving
- Attention to detail
- Staff Management
- Influencing skills
- Tech, online/mobile banking expertise
- Financial and credit Knowledge
- Organization and Time Management
- Employee Guidance
Accomplishments
- Leadership and Recognition champion (top 2% district manager company-wide)
- Florida District Manager Top Performer in sales and service#
- 1 District Manager in Mid Atlantic
- FLorida Leadership Council Leader
- Leadership and Learning Recognition Champion (top 2% Branch Manager company-wide)
- Graduate of Wells Fargo
- FL metro Region Annual Recognition Event
- Leadership Cup winner
- South Florida Region Coaching Champ
Timeline
Vice President Head of Sales Execution
Flagstar Bank
08.2018 - Current
District Manager
Wells Fargo Bank
06.2015 - 08.2018
District Manager
Wells Fargo
02.2013 - 06.2015
Branch Manager. III
Wells Fargo
11.2010 - 02.2013
Branch Manager II
Wells Fargo Bank
12.2008 - 11.2010
Senior Personal Banking Specialist
Amtrust Bank
02.2007 - 12.2008
Bachelor of Arts - Business Management
Florida Atlantic University
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