Angel Olvera Email & Phone Number

Tampa, Fl

Florida, United States

Financial education program recommendation and development.• Developed client portfolio engaging both current clients and prospects through digital channels using prescribed program materials, resources and tools to identify opportunities, propose solutions, and support financial wellness programs.• Effectively support and engage key bank’s 360 stakeholders to deepen relationships with Commercial Business clients and Community Organizations.• Identify and refer opportunities for lending, treasury and cash management, employer services, and other corporate/commercial services and products within targeted industries and annual revenues ($2MM+)• Enhance household growth opportunities for bank’s consumer group by developing new business, coaching, support and training of Branch Managers Elite Team.

Tampa, Florida

Lead, coach and manage retail banking team, business development and community relations.• Implement daily disciplines for team and individual performance within consumer and small branch business banking including deposits, lending, savings planning and other financial related services. • Responsible for operations and administration of branch, including overall Branch growth, profitability, and risk management.• Execute outside business development activities individually or with Business partners such Mortgage, Merchant, Treasury Management, Private Wealth Management and Commercial Banking.• Conduct pre-planned associate’s observation and coaching sessions for individual and team development.• Financial Wellness Elite, support area’s manager with Household Growth activities and coaching of peers as well as representing the bank with the Community outreach program for financial literacy.• Multiple Chairman’s Club award recipient.

Tampa, Florida

Responsible for overall operations of the Branch, including Business Development, Retail Products Sales, Superior Customer Service and Bank’s brand exposure through community events activity. • Perform daily financial management tasks, including Profit & Loss functions and Preventable Loss Reporting.• Lead office sales processes conducting personal and business analysis for opportunity for Bank services and products such Deposit Accounts, Loans, Insurance, Line of Business partners, Commercial Lending and Leasing. • Ongoing staff recruiting, coaching and evaluation; stressing superior customer service and sales.• Bank at Work/School liaison for Hillsborough Co. area representing bank in community events targeted to financial literacy. • Multiple “Road to Success” award recipient.

Tampa, Florida

Manage entire wholesale and retail sales, underwriting and collection activities of personal auto and check loans, checks cashing included. • Oversee entire operation process and sales for pay-day and auto loan.• Perform daily financial management tasks, including Profit & Loss functions. Preventable Loss Reporting.• Conduct screening of potential employees, including recruitment, training, and ongoing evaluation of staff, stressing superior client service.