Martina Chacon Email & Phone Number

United States

Oak Cliff

During my time within Bank of Texas as Branch Manager and Vice President, I implemented best practices and steered diverse activities for attaining defined outcomes in categories of deposits, consumer/business lending, customer relationship growth, customer retention, revenue, market share, and customer/employee satisfaction. Furthermore I conducted multiple calls to business/consumer and potential customers for enabling organizational growth, while developing productive relationships with customer. Additionally, I mentored and modeled behaviors concerning sales and services to enable achievement of full business potential. I also oversaw and streamined HR processes, including selection, training, performance management, disciplinary actions, and individual career development/retention.Following are core accomplishments:• Ensured the branch stayed within in compliance with branch audits.• Mentored and spearheaded banking-center team of eight members to achieve set goals.• Proactively exceeded branch and employee sales production goals while increasing quality of service levels.• Leveraged various sales tools/technologies, including profiling customers’ needs aimed at improving customer experience.• Ensured procedural adherence with applicable local, state, and federal laws/regulations as well as bank policy/procedures.• Fostered and sustained long-lasting relationships with internal business partners emphasizing mortgage, small business banking, securities, and wealth to generate business.

Dallas, Texas, United States

Lead, managed and coached a team of sales and service professionals to meet and exceed sales targets, ensure the operational excellence of the banking center and create and excellent customer experience.-Ensured customers needs were met by executing lobby leadership.-Supervised and coached teams on proper execution of key banking center plays.-Managed all aspects of a successful business including operational excellence, managing partnerships, building and retaining customer relationships.

Dallas, Texas, United States

Acquired retained deepened and managed relationships with my own portfolio of top clients. This included conducting financial reviews with those clients to ensure we took car of every need such as loans, investments, checking, savings, mortgage and business. -Was licensed Series 6,63 and Group I