Highly Accomplished Innovative & Strategic Banker
Resume:
Retail & Digital Banking Manager
Work History
Contact
www.linkedin.com/in
/franciscoguevara1
Skills
Francisco Guevara
Dependable professional with extensive experience supporting executive level management including Chief Executive Officer and VP of Retail Banking and Digital Channels. Respected for organizational and interpersonal aptitudes, implementation of strategic initiatives, special project management and results-focused interactions across organization. Strategic in implementing and monitoring progress of important initiatives and action plans.
Assistant Vice President & Branch Banking
Officer
Ridgewood Savings Bank, Ridgewood, NY
Produced investment and deposit flow reports
outlining financial data to assist management with making strategic plans and operational decisions.
Attracted and retained new clients through
organizational rebranding and targeting marketing
campaigns to specific audiences.
Improved overall profitability by acquiring low cost deposits and offering alternative financial solutions that increased revenue by 25-50% in certain markets. Recommended new customer engagement
opportunities that increased digital service adoption and usage rates by 10-15% year-over-year.
Tested and assisted with implementation of new
mobile services, Fiserv DNA products and cash
recyclers while adhering to regulatory guidelines. Developed all documentation, including reports and financial sheets for annual budgets and senior
leadership goals.
Attended special sessions of Leadership and
Executive Leadership Teams and contributed to
major administrative initiatives, policies and
decisions.
2007-07 -
Current
Address
Oceanside, NY, 11572
Phone
franciscoguevarany@gmail
.com
New customer acquisition
management
Excellent
Leadership
Excellent
Customer experience
Excellent
Product development
Very Good
Senior leadership support
Very Good
Competitive and Trend
Analysis
Education
Certifications
Languages
Assistant Treasurer & Branch Manager
City And Suburban Federal Savings Bank, New York, NY Planned and managed up to $500k annual budgets,
tracking expenses and investigating discrepancies
to maintain optimal controls.
Implemented Fiserv DNA to enhance and streamline
processes for maximum efficiency.
Exceeded new customer acquisition target in
certain markets by 20% over goal year-over-year.
Exceeded branch deposit growth goals by 25-30% in
certain branches by focusing on relationships and
motivation of team.
Received national investment advisory awards from
Infinet for exceeding personal commission goals by over 200% year-over-year.
Actively trained over 40 licensed bankers and
identified opportunities to grow investment program by 25-30% year-over-year.
2001-09 -
2007-07
Wharton Leadership Certificate: Banking
And Finance
University Of Pennsylvania - Wharton School -
Philadelphia, PA
2015-06 -
2017-06
MBA: Banking And Finance
ABA Stonier Graduate School Of Banking -
Philadelphia, PA
2015-06 -
2017-06
BBA: Banking And Finance
Lehman College - City University Of New York - Bronx, NY
2005-01 -
2010-06
New York State Licensed Life Agent
New York State Notary Public
Excellent
Process improvement
Excellent
Financial Management
Very Good
Corporate presentations
Very Good
Spanish
Very Good
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