Gilbert Ruiz Email & Phone Number

SALES: Analyze branch’s strengths and weaknesses through the Scorecard(P and L statement) and develop sales plans around reninforcing strengths and developing weaknesses through a comprehensive sales approach.Understanding of growing core deposits and low-cost deposits both in the business and consumer arena as it pertains to the overall succsss of the branch.Strong focus on referrals, cross-selling and prospecting as they are key drivers of sales success, retention and business growth.Ability to forge profitable business relationships with business partners across all lines of business.Belief in community involvement as it grows a positive image and serves as a center of influence.Thourough understanding of customer service and its importance in developing and expanding customer relationships.COACHING/CUSTOMER SERVICE: Manage all aspects of a retail branch and provide impecable customer service:oFocused on uncovering needs, cross-selling and referrals.Develop and coach operational and platform associates:oConduct weekly one-on-ones to implement a common focus for the week as it relates to the branch’s weaknesses and strengths as well as employee weaknesses and strengths.oStress career development and compile a set of goals and objectives to motivate and reward success.Involve all associates in the sales process:oStress the importance of the teller role as it pertains to referrals, branch growth, and career development.oActively engage with business partners to develop prospects and reach common goals.oTeam up with other managers to capitalize on opportunites at community events, bank at work functions, and hosting seminars for business customers.Specialties: Sales and CoachingBusiness to Business DevelopmentCareer Development and PathingSeries 6, 63 Life and HealthCommunity InvolvementCenter of Influence FocusSchedulingMarketingPolicies and ProceduresFederal RegulationsProfessional PresentationsProfit and Loss Focus

Listed skills include Banking, Financial Analysis, Capital Markets Advisory, Federal And State Regulatory Compliance, and 47 others.

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  W. P. Carey School Of Business – Arizona State University

  Business