Rolando Martínez
McAllen
Summary
Dynamic business banking leader with a proven track record at Bank of America, excelling in targeted marketing and portfolio optimization. Adept at fostering strong, long-term relationships and driving revenue growth through strategic initiatives. Bilingual in Spanish, I leverage my leadership skills to enhance team performance and achieve exceptional results in competitive markets.
Overview
23
23
years of professional experience
Work History
Vice President, Business Banking Relationship Mgr.
Bank of America
McAllen, TX
11.2011 - Current
- Increased company growth through collaboration with sales and marketing departments.
- Identified opportunities to improve business process flows and productivity.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Initiated strategy to drive portfolio growth and increase market share and profitability.
- Developed strategic plans to grow portfolio and reach new prospects.
AVP, Business Relationship Manager II
BBVA Compass Bank
McAllen, TX
09.2010 - 11.2011
- Collaborated to grow business partnerships through prospecting,
- Promoted and led performance enhancement culture by actively coaching and mentoring branch personnel
- Implemented business strategies, increasing revenue, and effectively targeting new prospects.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
AVP, Business Banker
JPMorgan Chase
McAllen, TX
08.2005 - 08.2010
- Obtained Series 6, 63 and Group 1 Life and Health Insurance licenses
- Worked with business owners to procure updated financial information on ongoing basis for lending.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide investment solutions along with advisors.
- In collaboration with branch team, was part of launching and opening new location along with meeting business sales goals.
- Worked with international clients, bringing in new money while starting new relationships for investments
New Accounts Specialist/Lending Assistant
Texas State Bank
San Juan, TX
03.2003 - 08.2005
- Set up new customer accounts and updated existing profiles with latest information.
- Adhered to standards of quality and service as well as all compliance requirements.
- Cross-sold products and accounts, uncovering these needs by establishing rapport
Education
Medical Technology
South Texas College
McAllen, TXSkills
- Targeted marketing
- Portfolio optimization
- Forecasting
- Speak, write, read Spanish fluently
Accomplishments
Over the course of my time at B of A, fostered a large amount of new clients in particular with Medical Doctors, Dentists, Attorneys and Produce Importers & Distributors.
The majority of these years I was the only one with this particular position South of San Antonio.
As the only BBRM in the area, it became even more important to cultivate strong personal relationships with Bank partners and clients.
Languages
Spanish
Native or Bilingual
Timeline
Vice President, Business Banking Relationship Mgr.
Bank of America
11.2011 - Current
AVP, Business Relationship Manager II
BBVA Compass Bank
09.2010 - 11.2011
AVP, Business Banker
JPMorgan Chase
08.2005 - 08.2010
New Accounts Specialist/Lending Assistant
Texas State Bank
03.2003 - 08.2005
Medical Technology
South Texas College
Bank of America Pinnacle Award Receipient
I ranked 16th in the nation in total loan dollars, meeting all other goals in order to qualify.
Started new relationship that to date has booked over $25mm in loans.