Viviana Diaz
Orlando,FL
Summary
Passionate and forward-thinking Financial Sales Professional; reporting directly to the CEO; whom over a 22+ year career span, has a proven record of a multitude of accomplishments. Driven, ambitious and dedicated to continuous growth and business improvement focused on enhancing the client experience, internally and externally, while surpassing revenue targets. Collaborative servant leader with documented strength's in consistently building and leading teams to success while mentoring individuals to achieve their professional goals with excellence. Dedicated to our community and bettering the lives of those around me.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Director of Private Banking & RIA Experience
Fieldpoint Private Bank & Trust
04.2022 - Current
- Reporting directly to the CEO
- Provided direction and support related to the ongoing vision for the banks advisory banking model, including performance monitoring, feedback, documentation, industry trends and client preferences.
- Worked closely with C-suite leadership and board of directors to guide operational strategy.
- Established performance goals and provided feedback for underperforming areas.
- Communicate with Management Executive Committee all internal and external feedback and sales reporting.
- Facilitated cross-functional collaboration for improved decision-making processes within organization.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Cultivate and maintain the relationships with C-suite and founders of over 130 advisor firms with $59 B in Assets Under Administration to drive business development
- Team achieved 122% of new client onboard & 163% loan portfolio in FY2023
Financial Advisor, Vice President
Regions Bank
01.2019 - 01.2022
- Achieved goal metrics over 34% YOY in FY2020 & 2021
- Managed over 300+ client accounts and $75MM assets under management
- Directly influenced acquisition, retention and expansion tactics using the Next Step Education Program of the consumer business group through client relationship development
- Provide support and coaching to lines of business executive team on the core consumer discipline
- Ensure Elite Branch Manager team members develop their presentation skills at a high level and coach regarding business outcomes
- Spearheaded the “Women 2 Women” quarterly luncheons.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Consumer Sales Manager, Vice President
Regions Bank
01.2017 - 01.2019
- Recognized with 2017 Chairman's Club and 2017 Better Life Award
- Achieved goal metrics in all core 4 categories for FY17, FY018 while tracking to exceed 2019 targets
- Grew household 111% and loans 145% with total profit equivalence (PE) 114%
- Directed the Central Florida Market (16 offices and over 100 employees) to include hiring, developing, coaching, promoting, and cultivating future senior leaders for succession planning.
- Drove profitability by creating/implementing sales strategies with a focus on inclusive sales approach (Regions360), while devising branch solutions
- Collaborated with all business lines to build comprehensive client solutions
- Engaged in pilots for sales process improvements and conducted sales training to improve client engagement
- Evaluated branch activities and results to develop operational improvements and coaching opportunities and drive stronger performance against targets.
Branch Manager, Vice President
Regions Bank
01.2013 - 01.2017
- Managed a branch with total loans and deposits of less than $110M
- Earned the 2014 and 2016 Chairmans Club, while ranking in the top 10% of the company
- Served as part of the Next Steps company campaign, and branch manager mentor
- Served as the showcasing branch for all corporate visitors
- Developed and promoted 3 assistant managers (2 into branch management)
- Achieved 100%+ in all core 4 categories for 3 out of 4 quarters YOY
- Grew household 133%, loans 129%, and total PE 124% (2016); household 114%, loans 123% and total PE 147% (2015); and household 115%, loans 113% and total PE 120% (2014)
- Conducted outside sales efforts commensurate with market opportunity to generate new business clients
- Maintained/expanded existing consumer and business banking relationships
- Led and developed staff via iConnect, the regional sales, service and coaching methodology/process
Education
Bachelor Of Business Administration - Integrated Business Management
University of Central Florida
Orlando, FL05.2026
Associate Of Arts And Sciences - Business
Valencia College
Orlando, FL12.2023
Skills
- Verbal and Written Communication
- Operations, Project & Sales Management
- B2B Sales
- Business Planning
- Business Case Preparation
- Hiring, Onboarding and Training
- Financial Reporting
- Business Development
- Charismatic Leader
- Teamwork and Collaboration
Key Leadership Proficiencies
- Committed to developing others through coaching, mentoring and providing opportunities for professional growth
- Trained new staff members on best practices, operational protocol, and tactics to maximize performance.
- Cultivated a collaborative, cohesive, productive, high performing team to deliver on targeted goals.
- Partnered with leadership teams to devise strategies for meeting operational and sales goals.
- Aided the executive team by sharing insights and operational statistics for continuous improvement.
- Implemented departmental and organizational policies and procedures to maximize output.
- Collaborated with key executives and stakeholders to communicate project cost/schedule management, status reporting, program governance and cross-functional solutions coordination to advance shared organizational goals.
Languages
Spanish
Native or Bilingual
Certification
FINRA License:
- Series 7, 63 & 65 License
- Health, Life & Annuity License
Valencia College: Technical Certificates
- Business Specialist - 2012
- Operations Support & Services - 2023
- Business Operations - 2023
Additional Information
Board Member - PACE Center for Girls Orange
Board Member - Women In Wealth
Volunteer: Nona Church | 2nd Harvest Food Bank | Give Kids the World | Junior Achievement | Make em Smile | Night to Shine-Tim Tebow Foundation
Timeline
Director of Private Banking & RIA Experience
Fieldpoint Private Bank & Trust
04.2022 - Current
Financial Advisor, Vice President
Regions Bank
01.2019 - 01.2022
Consumer Sales Manager, Vice President
Regions Bank
01.2017 - 01.2019
Branch Manager, Vice President
Regions Bank
01.2013 - 01.2017
Bachelor Of Business Administration - Integrated Business Management
University of Central Florida
Associate Of Arts And Sciences - Business
Valencia College
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