Rodolfo S. Perez
San Jose,CA
Summary
With a proven track record of exceeding sales goals and expanding customer relationships, my experience at Merrill Lynch highlights my expertise in business development and relationship management. Fluent in Spanish and proficient in Salesforce, I've successfully led teams to achieve over 140% of new business acquisition goals, demonstrating exceptional leadership and communication skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
VP Wealth Management Banking Specialist
Merrill Lynch
San Jose, CA
10.2021 - Current
- Uncovered opportunities to recommend supplementary financial services aligned with customer needs.
- Implemented strategies with Financial Advisor teams to promote banking services and products, increasing sales and customer engagement.
- Developed and maintained relationships with potential and existing clients to expand the customer base.
Vice President – Operations Manager
Bank of America
10.2020 - Current
- Under the Work From Home program I managed a team of 22 SBC’s in a virtual Call Center environment
- Overall Score May 104%, June 106%, July 105% to goal
- Current YTD rating of 5
- 5 rating in Client Experience April-July 2021
- 5 rating in Average Handle Time May-July 2021
Vice President – Small Business Banker/Consultant
Bank of America
10.2015 - Current
- 2019 Pinnacle Diamond Club Award Top 10% (SBC)
- Growing the profitability of an extensive portfolio of small business clients
- Retaining & deepening existing relationships with an emphasis on acquiring new to bank clients through business development activities
- Positioning Bank of America as the primary financial institution to best maximize cross sell opportunities
- Ability to assess and analyze financial conditions of client providing alternative or additional financial services to best meet clients immediate and strategic business needs
Business Banking Officer
Fremont Bank
11.2013 - 10.2015
- As part of the Fremont Bank Business Banking Group I focused on Business Development and portfolio management of businesses in the Start-up to $10MM annual revenue market segment
- With an emphasis on Business Acquisition & Commercial Lending, I provide credit solutions for Commercial Real Estate, Lines of Credit, and Loans including SBA
- 2014 - Presidents Invitational recognition award as Top Performer (Top 5%) and Most New Clients
- (on pace to repeat for 2015)
- Achieved 140%+ of new business acquisition goal Q1-Q3 (2015)
- Achieved 125%+ of quarterly loan goals Q1-Q3 (2015)
- Achieved 246% of annual commercial deposit goal (2014)
- Exceeded 125% revenue growth in managed Book of Business 2014 (on-pace 2015)
Sr. Relationship Banker
Union Bank
05.2013 - 11.2013
- Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients
- To acquire new business by researching and analyzing community markets, prioritizing clients to target, planning and executing business development strategies and by contacting present clients to retain and expand banking relationships, to exceed assigned monthly goals
- Ranked Top 5% New Business acquisitions Q2-Q3 (2013)
- Achieved 200% of branch business deposit goal in only 6 months (2013)
- Top Partner Referrer Q2 & Q3 2013 (Merchant Services)
Business Banker
Citibank
06.2011 - 04.2013
- Service small business customers with annual sales up to $5MM with a complete set of deposit, lending and world-class cash management solutions including merchant services, payroll and comprehensive online banking
- I execute integrated sales, service and relationship strategies to support growth and relationship deepening of small business customers with a strong emphasis on Credit, cash flow and Commercial Real Estate lending
- Proactively source and expand business banking customer relationships by maximizing sales opportunities and ensuring customer retention
- Achieved 130%+ of quarterly loan goal Q3-Q4 (2011) Q1-Q4 (2012)
- Achieved 127% of annual business account goal (2012)
- Top 10% Business Banker in sales & revenue Q4 (2011) Q1 -Q4 (2012)
- Established an effective referral networking relationship with external COIs in the business community
AVP Business Banker
Chase Bank
08.2010 - 06.2011
- Delivered comprehensive deposit and cash management services.
- Drove business sales and revenue growth in assigned branch.
- Developed networks of Centers of Influence (COI) to grow customer base.
- Achieved 125%+ growth of revenue goal Q1-Q2 (2011)
- Achieved 120%+ of quarterly loan goals Q4 (2010) Q1-Q2 (2011)
- Achieved 136%+ sales goal Q4 (2010) Q1 (2011)
Business Consultant - (Merchant Services)
Wells Fargo Bank
11.2007 - 08.2010
- Stagecoach Award - Top Rookie Q2-Q4 (2008)
- Presidents Club Award Q1, Q2, Q4 (2009) Q1, Q2 (2010)
- Achieved 125% annual sales goal (2008)
- Achieved 139% annual sales goal (2009)
- Achieved 144%+ of sales goal Q1, Q2 (2010)
Education
Associates Science Degree - Fire Science
Mission College
Santa Clara, CASkills
- Fluent in Spanish
- Excellent communication skills
- Proficient with Salesforce
- Proficient with Microsoft Office Suite
- Proficient with POS Portal
- Skype for business
- Zoom
- CEW
- Business Development
- Relationship Management
- Credit Analysis
- Leadership
Certification
- AAMS Certification
Timeline
VP Wealth Management Banking Specialist
Merrill Lynch
10.2021 - Current
Vice President – Operations Manager
Bank of America
10.2020 - Current
Vice President – Small Business Banker/Consultant
Bank of America
10.2015 - Current
Business Banking Officer
Fremont Bank
11.2013 - 10.2015
Sr. Relationship Banker
Union Bank
05.2013 - 11.2013
Business Banker
Citibank
06.2011 - 04.2013
AVP Business Banker
Chase Bank
08.2010 - 06.2011
Business Consultant - (Merchant Services)
Wells Fargo Bank
11.2007 - 08.2010
Associates Science Degree - Fire Science
Mission College
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