Carlos Planchart Houston, TX ***** 832-***-****

adxh9p@r.postjobfree.com

Operations - Logistics Manager

Knowledgeable in all aspects of branch office operations and sales including supervision of staff, payroll, training,

meeting or exceeding sales targets, and reporting.

Costumer Service Sales - Administration

Office Administration Banking Administration

● Personnel scheduling / payroll / training ● Six Sigma lean production Green Belt

● Business development and customer service ● Business Sales

● Data analyst and processing ● Financial Sales Advisor

● Creating productivity improvement programs ● Financial Solutions Consultant

Professional Experience

JP Morgan Chase – Houston, TX

Branch Banker, August 2022 - Present

In charge of customer service, financial support and advisor.

Investment office Trainee

PNC Bank – Houston, TX

Branch Banker, October 2021 - June 2022

In charge of providing financial information to customers, selling banking and financial products, developing client

relationships.

Top Ten sales revenue position in the region

High score customer review retention

BBVA Bank, Houston, TX

Financial Solutions Consultant, January 2021 – October 2021

In charge of building relationships by customizing banking and financial solutions with consumer and small business

customers.

Developing small business growth by helping small businesses expand based on investment solutions and other

credit products.

Completed all goals in each quarter

Best Customer Service recognition score

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Carlos Planchart Page 2

First National Bank Texas - First Convenience Bank, Houston, TX

Assistant Branch Manager, March 2016 – January 2021

In charge of daily banking operations, opening and closing, business development, target goal management for

manager and tellers, weekly reports to corporate, and supervision of staff.

In addition to daily operational and business development duties, prepare RCC holds and intra check reports, credit

card and auto loan reports, payroll reconciliation and ADP approval, and training staff.

Top Money Maker for Branch - Sales and Business Development 120% of goal achieved.

Impact Award for coaching sales team to 100% target achievers.

Dollar Thrifty Automotive Group, Houston, TX

Location Operations Manager, June 2014 - December 2015

Manager in charge of corporate location operations including: location image, sales, productivity, rental agreement

management, vehicle maintenance, staffing, training, and payroll reconciliation using Kronos Payroll System.

Prepared weekly reports, scheduled staff. Coached staff on areas of concern, productivity, market penetration and

sales protocol.

Increased night shift sales by 91% and signed new business accounts increasing profit by 85%.

Built a high performing sales team that achieved 110% of monthly sales goals for 2-years.

Covenant Security, Houston, TX

Security Agent - Aviation, January 2014 - June 2014

Screened passengers and employees for scheduled shuttle flights for Conoco Phillips.

Conducted X-ray, area inspections, and pre and post boarding surveillance. Employed explosive detection device

when needed. Maintain security perimeter and procedures in compliance with TSA Homeland Security Regulations.

Reduced high turnover of agents through implementation of a retention program.

ACM American Construction Metals, Houston, TX

Manufacturing Lead/Safety Compliance Lead, November 2013 - January 2014

Responsible for chain production of rainwear for the construction industry.

Reported to the Manufacturing Director and provided distribution and delivery duties and OSHA regulation

compliance as the Safety Compliance Officer.

Increased sales by 65%; cut overtime by 85%; performed all safety audits and inspections.

Self-Employed, Houston, TX

Aviation and Cargo Operations Consultant, September 2013 - October 2013

Provided security plans for a new aviation cargo project for LAC Aviation Cargo.

Aviation Port Services, Houston, TX

Transportation Service Coordinator, Supervisor, April 2013 - August 2013

Organized and coordinated transportation shuttles for crew, pilots, and personnel for Atlas Airlines.

Duties included hiring and training staff, scheduling and dispatching, and customer service. Also served as Quality

Control and Compliance Officer and Fleet Maintenance Coordinator.

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Carlos Planchart Page 3

Landed new contract awards that led to 50% more profit for the company; reduced overtime saving 43%;

cut middle-man vendors reducing maintenance budget by 75%.

Self-Employed, Houston, TX

Aviation and Cargo Operations Consultant, August 2012 - March 2013

Completed security project for Emirates Cargo at IAH and trained cargo security personnel for APS Services.

Huntleigh USA, Houston, TX

Aircraft Security Operations Manager, November 2011 - April 2012

In charge of Airline Security Operations at Singapore Airlines for this contracted airline service provider.

Signed a new contract with Singapore Airlines increasing profits by 60%.

Reduced training expense by 25% by conducting more in-house training.

Self-Employed, Houston, TX

Aviation and Cargo Operations Consultant, March 2010 - October 2011

From 2004 through 2010, positions held include: Operations Project Manager, Regulatory Investigator, Security

Supervisor, and International Security Consultant all within the aviation security industry.

Education

Associates Degree, Ground Security Coordinator, May 1998

Bachelor, Occupational Psychology, May 1995

Credentials and Training

Advance Certification Training, 2006, Act-1, 2, and 3. International Security Defense System (ISDS) Certifications.

American Airlines Certifications. Dale Carnegie Customer Service. DTAG Operations Hertz Corporation

Certifications.

Non-recurring Certificates of Training include: High Rise and Commercial Building Security; Perimeter and

Vehicle Access Control; Crowd Control; Customer Service Essentials; Harassment and Discrimination; Dealing

with Difficult Customers, and; Workplace Violence.

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