LEONARD GOMEZ

***** ******* ****** *****: 661-***-****

Northridge, CA 91324

661-***-**** E-Mail: ad3xyi@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Accomplished Client Manager, Vice President and Branch Manager and consistent top producer. Extensive experience and a demonstrated record of operational excellence, success, growth and profit in all aspects of:

Top Gun Performer Commercial Banking Branch Management

Business Client Management Increasing Market Share Community & Public Relations

New Business Promotion Ensuring Client Retention Key Account Representation

Building Volume & Profit Up-Selling & Cross-Selling Human Resources/Training

Branch Operations/Administration Developing Customer Bases Chambers & Networking

Acquiring Competitors' Accounts Telemarketing Staff Development/Motivation

One-On-One Customer Interaction Accounting, Reconciling, Audits Financial Business Services

Formulating/Implementing Policies Loss Prevention/Accountability Enhancing Corporate Image

Proficient at soliciting/obtaining business from competitors to capture larger market share. Adept at formulating innovative sales and customer service policies to ensure superior customer satisfaction and account retention.

Skillful at managing branches, limited staff, operating budgets, resources, facilities and time to streamline operations, increase productivity, enhance quality, boost morale and accomplish more with less.

Fluent, literate and persuasive in Spanish. Sensitive to customers' cultural preferences. Able to establish rapport and cooperation with consumers from diverse social, economic, educational and ethnic backgrounds.

Education & Bank Training:

Business Administration, Los Angeles Pierce College. Associates Arts Degree

Corporate Management & Relationship Banking, Bank of America

EXPERIENCE:

Sherman Way Insurance Services

Owner 03/15-Current

Evaluated prospective customers for Medicare, auto and homeowners insurance needs to determine eligibility and recommend proper coverage options.

Grew business and drastically improved profitability by identifying new target markets, establishing and nurturing customer relations, and generating creating innovative strategies

Evaluated leads obtained through direct referrals, lead databases and cold calling.

Applied product, industry, and market knowledge to make coverage recommendations

Ensured that customer's service needs were addressed in an effective and efficient manner

Initiated business from numerous call-in quotes and successfully set up appointments to complete applications and issue policies

JP Morgan Chase

VP, Relationship Manager 03/12-03/15

Acquire and deepen relationships with clients by acting as a trusted advisor. Developing and working with a book of business to expand customer base. Drive business revenue for an assigned branch and demonstrate strong interpersonal skills, as well as provide exceptional service throughout the relationship process.

Mentor and coach the branch team, and provide training on products and services.

Union Bank 8/10 -11/11 Vice President Business Development Officer

Develop, manage, and drive revenue by recruiting new business clients. Initiate Commercial Real Estate Loans from existing clients and new prospects.

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Offer Lines of Credit, Equipment Loans, Treasury Management Services, and Business Term Loans.

Evaluate client’s needs and recommend best solutions for client. Establish rapport, trust and long-term business relationship to help business owners grow.

Interact and network with community and business leaders. Bring visibility to the considerable advantages and benefits of doing business with us.

BANK OF AMERICA 8/97 -08/10

Vice President Commercial Business Client Manager (9/03 – 08/10).

Recruit, service and manage portfolio of approximately 200-300 mid to large corporate clients to optimize sales, profit, customer satisfaction and retention. Establish rapport, trust and long-term business relationships to help clients grow.

Ensure Bank of America’s products lines are primary in clients’ minds when need arises to fund capital investments and facilitate expansions. Make clients aware that Bank of America is a full partner on their business team.

Interact and network with community and business leaders. Bring visibility to the considerable advantages and benefits of doing business with us. Maintain superior public/community relations and corporate image.

• Prospect for, develop and ensure retention of new clients. Evaluate customer business plans and strategies. Recommend alternatives and options to achieve immediate and long-term goals for mutual benefit.

BANK OF AMERICA

Vice President/Branch Manager, Sylmar, CA (10/01 - 2/03). Duties similar to those below for one branch.

Vice President/Branch Manager, Valley Plaza/Ethel Sales Center, North Hollywood, CA (11/00 - 9/01)

• Managed sales and service operations for two branches simultaneously, one of which is among the busiest, most profitable in state in terms of transactions/deposits. Implemented/coordinated plans that increased loan volume.

• Directed, developed and motivated cohesive team of 26 associates including assistant managers and supervisors. Implemented training programs to improve customer service and build base of dedicated regular customers.

Consistently exceeded sales goals. Helped to capture larger market share in very competitive area.

Recognized as one of the top SBA loan producers in Sylmar, Van Nuys and North Hollywood.

BANK OF AMERICA

Assistant Vice President/Branch Manager, Woodman/Sherman Way Branch, Van Nuys, CA (7/99 - 11/00)

• Responsible for operations and profit. Routinely assumed overall responsibility for high-traffic branch. Ensured superior customer service. Trained staff to reduce turnover and customer complaints.

Consistently exceeded sales and service goals.

WELLS FARGO BANK 1992 - 1997

Branch Manager & Assistant Vice President, Lyons & Orchard Branch, Newhall, CA (06/92 - 1/97)

• Planned and managed sales and banking operations at full-service branch. Supervised and trained staff. Ensured achievement of account and deposit goals. Stimulated growth of consumer loan originations.

• Foresaw/prevented operational, staffing or customer-related problems. Applied progressive management, innovative marketing strategies and superior customer service to acquire repeat business and referrals.

• Supervised, trained, motivated, evaluated and assisted staff of 9 tellers and new accounts reps. Devised effective sales and

service policies to develop/retain large portfolio of prime clients from competitors.

• Worked closely with Branch Manager to set and achieve sales goals and marketing plans. Assumed overall responsibility

for branch operations in her absence. Increased staff proficiency and motivation.

Identified means to exploit underdeveloped markets and source new business. Met district consumer and business sales

thresholds. Streamlined operations to reduce costs and enhance service quality.

Instrumental in increasing market share and building large, loyal base of satisfied customers.

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Recognized as Top Producer for exceeding goals in highest-volume branch in Northern LA County.

Multiple Top Gun Recipient for Commercial Real Estate Loans and Lines of Credit.

Resumé Supplement

ADDITIONAL BANK MANGEMENT TRAINING:

Diploma: Bank of America Commercial Credit Training

Bank of America Branch Management Training

Business, Consumer & R.E. Loans Volume & Profit Building Branch Operations

Management & Supervision Staff Development/Training Human Resources

Customer Service & Relations Staff Development/Training

PROFESSIONAL STRENGTHS

Able to anticipate, troubleshoot and prevent customer, operational or administrative problems which affect goals, profit, costs, team morale, budgets, schedules or customer satisfaction. Attentive to detail and quality.

Can easily cooperate and team with financial and business professionals on all levels. In-depth knowledge of financial regulations, modern banking and accounting procedures, systems and policies. Computer literate.

Superior public relations, problem-solving, conflict resolution and customer service skills. Able to soothe irate or confused clients and turn negative situations into referrals and sales, cross-selling or up-selling opportunities.

Can conduct effective presentations in English or Spanish to high-level decision makers. Strong at converting leads, highlighting benefits of doing business with us, overcoming reservations and closing profitable sales.

Inactive Real Estate Sales License. Currently licensed annuity and life/disability insurance agent. Productive and cooperative team player, capable of working well alone.

Company, goal and profit oriented. Previously affiliated with local Chamber of Commerce, networks and business associations. Excellent organizational and leadership abilities. Solid listening, interpersonal and people skills.

Assertive, focused, decisive and relentless in the pursuit of excellence and bottom-line profit, yet tactful and diplomatic, with the personality and attributes to excel in dynamic and competitive environments.

OTHER

• U.S. citizen with current security bond. Stable and loyal. Hands-on leader and motivator by example.

• Fast learner, quick thinker and open to new ideas. Dependable, adaptive, trustworthy and resourceful.

• Proven life-long record of excellence, superior performance, integrity, credibility and impeccable ethics.

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