SENOVIO SANTANDER
Austin,TX
Summary
Dynamic financial professional eager to utilize 15 years of branch management expertise to add an invaluable facet to the Austin Telco team. Thorough and driven to create quality financial services for all patrons. Proactive, flexible, and dedicated with a proven track record reflecting strong management experience that builds and leads motivated teams. Highly praised for work ethic, ability to multi-task, attention to detail, problem-solving and communication skills, and successful delivery of work.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Austin Telco Federal Credit Union
Austin, TX
08.2023 - Current
- Forefront to our commitment to financial excellence to our personal and business members
- Directly supervise employees in the teller department
- Opens, closes, make changes to all business accounts
- Actively participate in cross selling and referring beneficial products and services
- Assistant Branch Manager with all duties at the branch level.
Senior Member Service Representative
Velocity Credit Union
Austin, TX
03.2023 - 08.2023
- Ownership of the customer experience through issue resolution
- Effective time management skills including the ability to prioritize multiple responsibilities and organize work tasks
- Ability to work in a fast-paced environment with high attention to detail
- Drives proactive sales conversations and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals
- Actively community outreach, volunteer and connecting to the community.
Branch Associate I
Greater Texas Credit Union
Austin, TX
04.2022 - 03.2023
- Acting as Assistant Branch Manager and Vault Manager
- Training new team members as bankers and helped other branches monthly
- Actively participate in cross selling and referring beneficial products and services
- Handle complex member issues, research and reconcile accounts, member advocate to create a top-tier experience.
Financial Relationship Consultant
Regions Bank
Austin, TX
11.2021 - 04.2022
- Achieved branch targets and goals by identifying customers needs and proving appropriate guidance and perspective
- Educate and advises customers on Regions Consumer and Business products and services, including all loan and deposit types
- Proactively educates clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week
- Provide leadership by being Home Equity closer, vault manager and assisting Branch Manager with branch operations
- Achieved 50 weekly outbound phone calls using generated customers and prospect lead lists.
Accounts Examiner III
Comptroller of Public Accounts
Austin, TX
04.2021 - 10.2021
- Provide customer service to taxpayers
- Interpreting requests for information pertaining to tax forms, tax rules and procedures, exempt status, and account status
- Researching tax laws, rules and taxpayer account information
- Conveying information to taxpayers
- Performing complex mathematical computations for taxpayer accounts
- Performs research and administrative functions
- Analyzes the status of taxpayer accounts; and interprets computer-generated information to respond to taxpayer requests for information.
Insurance Agent / Customer Service Representative
O’Dan Sanchez Insurance Agency, Inc.
Austin, TX
06.2019 - 04.2021
- Provide exceptional customer service to 2000 current clients representing 75% of total company business
- Generate leads and manage daily prospecting, scheduling appointments and identifying customer needs to successfully achieve 80% conversion rate
- Manage 25 weekly incoming claim calls from customers, maintaining clear communication and processing premium payments
- Develop and implement cross-selling and upselling strategies, resulting in 75% increase in revenue.
Senior Cash Clerk
Delaware North
Austin, TX
10.2011 - 06.2019
- Directed team of 6 staff and maintained cash room with $500K in weekly revenue, managing direction of daily operations within accounting department
- Prepared and distributed daily, weekly, and monthly financial reports to 10 people
- Trained 5 current and new associates weekly on topics including credit card processing and daily cash reconciliation.
General Manager
Casa Garcia’s Mexican Restaurant
Austin, TX
04.2011 - 10.2011
- Coordinated with CFO and Owner to maintain company policies and procedures across restaurant with 15 staff and $200K in weekly revenue
- Identified human resources (HR) needs, hiring up to 10 employees per month and coordinating schedules.
Center Manager
Advance America
Austin, TX
11.2010 - 04.2011
- Delivered leadership, direction, and tools to motivate growth and development of associates, creating daily procedures outlining opening, closing, and banking transactions for use by 10 employees
- Managed $100K budget, strategically allocating resources to optimize productivity.
Branch Manager
JP Morgan Chase Bank, N.A.
Austin, TX
08.2003 - 07.2010
- Led all operations functions and tellers across branch with 6 employees, coaching and developing team to inspire sales, service, and operations
- Developed and launched sales strategies, prospecting new business and generating 40 new accounts per week
- Branch Manager Top 10%, 2008.
Education
High School Diploma -
Bastrop High School
Bastrop, TX05-1999
Skills
- Decision-making and problem-solving abilities
- Self-Motivation
- Recommend financial products and services
- Regulatory Compliance
- Team Development
- Integrity
- Results-driven
- Relationship Building and Management
Certification
- GENERAL LINES AGENT – Life, Accident, Health and HMO, 2019
- NOTARY PUBLIC, 2017
Early Career Experience
Bank of America Bank, N.A., CLIENT ASSOCIATE, 07/2000, 06/2003
Leadership Experience
REVEREND & SENIOR PASTOR, Templo Casa De Dios, 01/2013, Present
Personal Information
Title: Relationship Builder
Timeline
Assistant Branch Manager
Austin Telco Federal Credit Union
08.2023 - Current
Senior Member Service Representative
Velocity Credit Union
03.2023 - 08.2023
Branch Associate I
Greater Texas Credit Union
04.2022 - 03.2023
Financial Relationship Consultant
Regions Bank
11.2021 - 04.2022
Accounts Examiner III
Comptroller of Public Accounts
04.2021 - 10.2021
Insurance Agent / Customer Service Representative
O’Dan Sanchez Insurance Agency, Inc.
06.2019 - 04.2021
Senior Cash Clerk
Delaware North
10.2011 - 06.2019
General Manager
Casa Garcia’s Mexican Restaurant
04.2011 - 10.2011
Center Manager
Advance America
11.2010 - 04.2011
Branch Manager
JP Morgan Chase Bank, N.A.
08.2003 - 07.2010
High School Diploma -
Bastrop High School
- GENERAL LINES AGENT – Life, Accident, Health and HMO, 2019
- NOTARY PUBLIC, 2017
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