Manager Customer Service

Ismael Martinez, Jr.

*** ******* ****

Crowley, Texas 76036

(817) 201–5615

******.********.**@*****.***

PROFESSIONAL PROFILE

* Experienced professional with a successful career in banking and finance, business development, new build branch openings, marketing and business administration.

* Effectively communicate and interface with all levels of management to ensure company goals are attained.

* Results-oriented individual with a focus on client needs assessment and fulfillment has resulted in capturing and maintaining strong business relationships and increased client base.

* Possess excellent interpersonal, analytical, and organizational skills.

* Excel within highly competitive environments where leadership skills are the keys to success.

* An effective manager with the skills necessary to direct, train, and motivate staff to their fullest potential.

PROFESSIONAL EXPERIENCE

JP MORGAN CHASE BANK/WAMU, FORT WORTH, TEXAS March 2007 - Present

Branch Manager/Vice President/ General Assignment Manager/Assistant Vice President

* Direct daily operations for a retail bank with assets of over $52 million in consumer and business deposits, including daily branch sales, business development for consumer and business customers, while providing excellent customer service.

* Provide Assistant Manager, frontline team, and personal bankers with coaching, sales ideas, career development, business opportunities and providing daily debriefing to help increase both personal and branch production.

* Supervise a staff of a minimum of eight (8) to fifteen (15) which includes Financial Advisors, Business Specialists, Consumer and Business Wholesalers, while ensuring employee training and adherence to company policies; both operational procedures and Bank Secrecy guidelines.

* Communicate and delegate work assignments to ensure a sound, productive and positive work environment.

* Research and gather pertinent information on branch performance for weekly sales meetings and daily huddles and providing information to staff members and business partners.

REGIONS BANK, ARLINGTON, TEXAS May 2005 – March 2007

Assistant Branch Manager

* Management position accountable for acquiring consumer and business accounts and developing strategic alliances with clientele.

* Devised and implemented innovative marketing principles and promotional sales events for branch projects to further support financial growth.

* Referred high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns to Morgan Keegan Investments.

* Analyzed financial statements and pertinent information to determine credit worthiness of prospective customers.

* Participated in community events through the local Chamber of Commerce and to position the bank as a leader within the territory.

Highlights:

* Generated more than $2 million in new money in consumer and business deposits, including checking, savings, money markets, and Certificate of Deposits (CD’s) in a six-month period.

* Winner of Chairmen’s Club as an Assistant Branch Manager.

WASHINGTON MUTUAL BANK, ARLINGTON-FORT WORTH, TEXAS May 2002 – May 2005

Teller, Personal Financial Representative, Senior Personal Financial Representative, Assistant Financial Center Manager

* Handled all transactions including cash payment and depositing of the cash in to the accounts.

* Opened checking, savings, money market, certificates of deposits and other bank products for both consumer and small business.

* Cross-sold banking products and services to both consumer and small businesses.

* Assisted the customers on deposits, withdrawals, and providing excellent customer service.

* Processed and send acknowledgment letters to new customers.

EDUCATION

Bachelor of Business Administration December 2001

University of the Incarnate Word, San Antonio, Texas

SKILLS

Bilingual (Spanish and English)

Computer Skills (Microsoft Office)

Certified Income Tax Preparer

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