WALTER H.
UZCATEGUI
* ******* ***** ***** 386-***-****
Palm Coast, FL 32137 ****************@*********.***
SUMMARY OF QUALIFICATIONS
. 10 plus years management experience in the financial and retail
industries managing and coaching associates to help them achieve
individual and Company goals.
. Demonstrated success in sales, marketing and business development to
promote the Company and its products and service in the Community
. Proven abilities managing credit, operations, collections, and
customer service.
. Proficient in Omega Coaching and Kaizen Efficiency systems,
bilingual English -Spanish
. Excel at generating sales referrals for business partners.
. Experienced in building and strengthening existing customer
relationships by uncovering needs while solving customer issues and
complaints.
. Provide daily coaching on proper behaviors, sales techniques,
overcoming objections, customer service expectations and compliance
guidelines while leading by example.
. Perform monthly, quarterly and annual associate evaluations.
. Review customer satisfaction reports, monthly and quarterly sales,
P&L's and performance reports with Senior Management.
PROFESSIONAL EXPERIENCE
FEDERAL TRUST BANK, Palm Coast, FL
04/07 to Present
Vice President, Branch Manager
Opened and managed a new branch for the bank in a highly competitive market
during very challenging economy
Major goals achieved:
. $26 MM in new deposits
. $24 MM in domestic and commercial loans
. 700 New Demand Deposit Accounts
REGIONS BANK, Ormond Beach, FL 06/06 to 04/07
AVP, Branch Manager III
Major goals achieved:
. 225% of Investment and Trust annual referral goal
. 115% of Business loan annual referral goal
SUN TRUST BANK, Deland, FL 03/05 to 06/06
AVP. Branch Manager III
Opened and managed new Branch in Deland. Major goals achieved:
. 198% of consumer deposits annual goal
. 102% of Residential loan annual goal
. 175% of Commercial loan annual referral goal
WALTER UZCATEGUI PAGE 2
BANK OF AMERICA, 12/02 to 03/05
AVP, Branch Manager II
Managed Branches in Palm Beach and Flagler Counties in Florida
Major achievements at last Branch in Flagler Beach:
. Reached 115% of annual loan goal production.
. Increased PPSA from 4.5 products per associate to 6.75 PPSA (products
per sales associate). Company target 5.25 PPSA).
. Increased customer satisfaction from 75% to 90% as compared to company
target of 86%.
. Maintained employee retention at 74% as compared to the company
average was 48%.
. Branch consistently ranked in the top 14 of 37 branches
CIBC NATIONAL BANK, MARKET PLACE BANK, West Palm Beach, FL
10/99 to 12/02
VP, Area Sales Manager
Supervised 12 new Branches in the Palm Beach Area with $220 million in
deposits and $160 million in loans and a staff of 75 associates.
Major Achievements:
. Increased low cost deposits 120%
. Increased loan production 205%
. Increased new customer acquisition 145%
. Reached 120% of new deposit goal
. Consistently Area ranked in the top 3 of 18 areas in the Company
. Promoted from Branch Manager to Area Sales Manager in one year
EDUCATION
Brigham Young University - Business Administration Major
New York University - Business Administration Major
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