David Guzmán Email & Phone Number

Pinellas Park, FL, US

Providence, Rhode Island, US

Cleveland, Ohio, US

San Francisco, California, US

• Owning community and business banking and wealth management results for the West Florida Region, I steered the design of strategic plans impacting day-to-day operations, balance sheet growth, customer experience, and.
• Producing $56M in revenue growth by collaborating with wealth management to establish brokerage and trust processes between licensed bankers, financial advisors, and senior wealth advisors.
• Generating double-digit top-line revenue growth alongside a $1.25M reduction in operating costs by introducing new strategies for customer acquisition and improved risk management.
• Innovating branch-level business development initiatives resulting in the highest deposit increase and household growth in the region’s history.
• Achieving best-in-class customer experience by revamping the regional mission, redefining teller/banker expectations, and introducing new coaching practices and business protocols.
• Realizing a significant reduction in team member turnover through the adoption of new onboarding tools, talent development protocols, networking groups, and management training programs.

San Francisco, California, US

• Entrusted to engineer affluent strategy driving asset growth for a large, complex region with 11K+ team members servicing 160K+ high-value households across hundreds of branches, I managed multiple simultaneous.
• Successfully spurring asset growth to $1.2B through execution of strategies yielding a $300M improvement in top-line revenue without sacrificing our commitment to high sales ethics.
• Cultivating a seamless banking experience for customers across all branches, adopting customer experience protocols and processes key to achieving the top customer satisfaction score in the Eastern U.S.
• Delivering an improvement in licensed banker engagement through the implementation of an onboarding program supporting pre- and post-hire bankers across Florida locations.
• Improving cross-sell brokerage penetration among high-value households by utilizing market-specific data insights to drive business decision making.
• Hastening the speed to market for new products and technologies while ensuring strict compliance with quickly evolving industry rules and regulations.

San Francisco, California, US

• Driving excellence in community banking for the third-largest division in the Eastern Region with billions of dollars in deposits and loans, I led 650 team members in meeting customer needs and operational demands.My.
• Surpassing expectations while leading a team of four district managers to successfully execute the largest financial merger in U.S. history.
• Directing the rollout of a new leadership training program facilitating the seamless onboarding of nearly 50 Wachovia branch managers while improving corporate culture.
• Securing an outstanding 100% branch audit pass rate through the integration of superior operating risk practices.
• Delivering improved customer experience scores while also driving a boost in community outlook and engagement.

San Francisco, California, US

• Meeting profitability objectives while leading the bank’s largest retail team nationally, I directed 190 team members and managed nearly $2B in deposits. My achievements included:
• Achieving targets for growth by adopting a forward-thinking approach to enhancing the customer experience.
• Bettering team member retention by launching a centralized assessment process generating concrete, consistent feedback supporting talent management.
• Modeling and promoting a culture of strong business ethics, reflected by consistent audit pass rates.

San Francisco, California, US

• Managed a team of 52 Regional Bank Private bankers focused on the affluent segment
• Influenced and lead a team comprised of wealth, business banking, and community bank leaders focusing on training content, teaching methods, and instructional procedures
• Created procedures and coaching processes to help improve banker skills that ensured a consistent customer experience
• Implemented a communications plan for line managers, senior community bank, and wealth leaders
• Created and lead risk protocols with line managers to ensure proper risk management

Graduate School Of Retail Bank Management, Banking And Financial Support Services

Finance, General