Business Development Vice President

Jose F. Salgado-Fernandez

**** ******** **. ******** *******, CA 91745 I C: 562-***-**** I M: 657-***-**** I ***********@*****.*** I https://www.linkedin.com/in/jose-f-salgado-fernandez-2081A0152

CAREER OBJECTIVE

Seeking a Branch Manager role in a top ranked organization where my experience and abilities will be utilized to exceed all goals related to branch sales, service, audit, and compliance while maximizing branch profitability.

LEADERSHIP SUMMARY

Energetic, self-motivated and experienced professional with an extensive career in various banking management sales and operational roles. Top performing record of accomplishments of driving sales, business banking, consumer banking, and streamlining operational results. Hands on approach for implementing creative tactics and strategies that achieve business development and relationship management results. Perform personnel actions, development, coaching, mentoring and cultivating a strong supporting staff while delivering superior service.

AREAS OF EXPERIENCE

* Team Leadership * Sales Management Strategy * Business Development/CRM

* Strategic/Tactical Planning * Treasury Management Products * Budget Administration

* Deposit / Revenue Generation * Regulatory Compliance AML/BSA * Activity Based Management

* Portfolio Management * Digital Banking Initiative * Competitor Intelligence

* Mortgage Lending - MLO * Commercial Lending – SME/C&I * Consumer Finance * Salesforce CRM / Centrix. * Wealth Management/Investments * Diversity & Inclusion

* Personnel Onboarding–HR * Analysis and Performance Evaluation * Bilingual Fluent in Spanish

LEADERSHIP EXPERIENCE

Senior Branch Manager / Vice President - Relationship Banking Manager / Vice President

Pacific Premier Bank - Newport Beach, CA /

Opus Bank – Long Beach, CA (Acquisition)

March 2019 to Present

As Senior Branch Manager, I am the leader, owner and director of all daily sales, operations, compliance, audit, scorecards and branch P&L. Demonstrate sales leadership, professionalism and a results-oriented approach. Oversee $437m in deposits, $38m in loans, 50,246 customer relationship portfolios and all business development, growth of deposits and loans while deepening banking relationships. I work side-by-side with my clients, branch bankers, business partners, relationship banker and strategic growth specialists. My method is simple and straight-forward with a consultative and advisory approach to banking. Demonstrate strong communication skills, problem solving and exceptional relationships with centers of influence and partners/referrals while providing excellent customer service. Maintaining high compliance standards CIP, KYA, KYC, AML, BSA, etc. Motivate the sales team by generating enthusiasm, excitement and instill a competitive spirit in all to achieve their personal sales goals. Adhere to all labor laws, hiring, coaching and terminations. Prepare and conduct personnel actions including annual reviews, quarterly evaluations and delegate assignments as needed. Community involvement with non-profit Organizations Boards.

Sales Manager II

Service Corporation International / Dignity Memorial – Montebello & Monrovia, CA

August 2018 to March 2019

Promote Recruitment, Training and Manage Activities. Develop a well-trained Pre-Planning Sales team that meets and exceeds established monthly sales quotas, while maintaining the highest ethical standards. Using approved hiring practices, recruit a sufficient number of qualified Sales Counselors to meet or exceed all assigned sales quotas.

Territory Manager / Vice President

Heartland Payment Solutions – Bellflower, CA

January 2018 to August 2018

As a leader, I manage and achieve division productive sales goals on a monthly basis. Recruit, lead and manage a team of Relationship Managers who are responsible for the direct sale of payment solutions and related business partner products. Setting appointments while prospecting for and running dynamic sales presentations with business owners over the phone, face-to-face, through our network, and via referral partnerships.

Branch Manager II / Vice President

Bank of the West - South Gate, Compton & Pasadena, CA

December 2001 to November 2017

Store Manager II / Vice President

Wells Fargo Bank – Northridge / North Hollywood (Multi Site), CA

May 2000 to December 2001

Branch Manager / Vice President

California Federal Bank – Commerce, CA

September 1997 to April 2000

Branch Manager II

Glendale Federal Bank – Los Angeles, CA

March 1997 to August 1997

Financial Services Manager / Financial Services Officer / Customer Service Manager / Operations Manager

Great Western Bank / Washington Mutual-Brea/Pomona/Beverly Hills/West Covina/Hollywood/L.A., CA

March 1988 to February 1997

Bank Teller / Merchant Teller / Note Teller

First Interstate Bank – Los Angeles, CA

June 1986 – March 1988

EDUCATION SUMMARY

Business Administration – Finance General Education – Management Leadership California State University Los Angeles – Los Angeles, CA East Los Angeles College – Monterey Park, CA

1986 to 1991 1987 to 1988

Notary Public, State of California Merchant Services Jr. Sales Representative

Secretary of State, State of California Elavon Merchant Services – 2010 to 2017

Commission # 232*****-**** to 2024 WorldPay Merchant Services - 2019 to present

Licensed Investment Manager L&D, Series 6 & 63 Business Financial Management

Dearborn Financial Institute - Los Angeles, CA Business & Banking Institute - Seattle, WA

2004 – 2015 1999 to 2000

Commercial Bank Credit and Sales Principals and Fundamentals of Underwriting

RMA - Los Angeles, CA BOW Loans Dodd Frank TILA-Monterey Park, CA

2000 to 2003 2001 to 2016

LICENSES AND CERTIFICATIONS

* Medallion Stamp Representative, Certified. * NMLS Registered #636593 (Active)

* Commercial /Consumer Loan Originator, Certified. * Gehegan Teleconsulting, Certified

* Mortgage Loan Consultant Originator, Certified * Personnel Management I & II, Certified

* Cash / Treasury Management Sales Specialist, Certified * HR / Taleo Policies & Standards, Certified * Wealth Management Training, Certified * Cohen Sales Management, Certified

* Touch Point MCCRM/CES and SharePoint * Horizon, XE Horizon, Sales Force P360, Centrix

Secretary of State of California, Notary #2324357

VOLUNTEER EXPERIENCE

Junior Achievement USA Temple Calvario Youth

Student Financial Mentor - Orange & Los Angeles, CA Mentor/Volunteer – Orange, CA

April 2011 to Present March 2014 to Present

March of Dimes Regional Occupational Program

Community Fundraising Leader - Los Angeles, CA Vocational Student Banking - San Gabriel Valley

January 2002 to Present October 1997 to Present

OC Hispanic Chamber of Commerce - Member

August 2021 to Present

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