Roberto Ramirez Email & Phone Number

Tennessee, United States

Identifies and manages innovative projects for business development, including new business opportunities to support Ascend’s strategic growth objectives while continuously improving resources and communications across internal business units. Implements project processes/workflows for team collaboration and ensures tasks are completed within budget and on schedule.Collaborates with stakeholders across the business to plan and execute robust, effective business development initiatives.Serves as lead account manager for membership partner groups in designated territory to support membership and strategic growth objectives, and increase revenue.Serves as program leader for underserved requests/submissions; identifies potential areas of expansion within our service area (including future facility plans) as defined by NCUA; executes required facilities test for initial regulatory approval; For areas that pass initial test, researches and reports on the defined area and facilitates internal stakeholder requests for information (e.g. marketing, data and financial analytics, executive reporting); compiles submission per regulatory requirements, ensuring accuracy and completeness.Manages partner engagement opportunities. Conducts professional presentations on Ascend products, services and benefits; collaborates with branch, retirement and investment services, real estate and commercial business teams to provide subject matter expertise and account opening/presentations as needed; manages lead generation/referrals.Effectively uses sales management programs to maximize sales efficiency and effectiveness. Maintains accurate records of sales leads and membership partner groups, including statistics, contacts, and activities. Prepares regular status reports.Partners with, coaches and empowers branch staff on business, membership and community group engagement opportunities within their respective market area.

Nashville, Tennessee, United States

• Plan, develop and oversee the overall business development strategy• Research prospective businesses in targeted markets, and work with BD team to pursue leads and follow through to a successful agreement• Develop contact lists of potential new SEGs and members in the credit union’s field of membership.• Develop sales and onboarding strategy for new SEG development• Work with business units within organization, including Branch Managers and staff, to create assist in business development initiatives • Design and develop relevant and engaging collateral to attract potential SEGs and ensure alignment with organizational brand• Plan and oversee new marketing initiatives related to new business development• Research organizations and individuals for new business opportunities• Follow the latest industry developments and stay up-to-date on financial service competitors• Oversee management of existing SEG partnerships and develop strategies to increase overall penetration and engagement• Attend various meetings in the community and/or trade associations to develop new business prospects and promote the credit union•Make presentations on financial services to groups to promote credit union products

Nashville, Tennessee

Provide direct contact with potential, new and existing members via telephone and personal contact to initiate member development and promote sales of company products and services. Implement telemarketing techniques to assist with marketing efforts and sales program. Provide installation and training support on product and services. Assist with short and long-term goals, objectives and priorities for member development, marketing, market research, and public relations functions.

Nashville, Tennessee

Provide excellent customer serviceAdvise on solutions to best fit client needsService consumer and commercial accounts including loans, lines of credit and credit cards

Edison, New Jersey

Provide excellent customer service.Service member accounts including loans and mortgages.Managing daily operations.Assist members with daily transactions.Conduct monthly, quarterly, and annual audits.

United States

Manage and coach Tellers/PBR's on sales and operational procedures.Provide excellent customer service.Conducts audits on Tellers, Vault, and ATM.Execute Daily, Weekly, Monthly, Quarterly, and Annual task and procedures.Hire and train new team members.Conduct Cash orders and cash shipments.Conduct daily sales and operations meetings to ensure maximum performance Accomplishments In the time I have been with Santander Bank I have moved there previous failing audit to an exceptional audit.I have successfully managed and aided in the merger of Sovereign Bank to Santander Bank within my branch as well as introducing a new teller system to our customer base Skills Used.Cash Management.Coaching.Time Management.

Provide excellent customer service.Process teller transaction i.e.check cashing, deposits, payment.Coach/train new hires.Assist customers with financial reviews.Assist in operations management.

Responsible for counting and recording cash in Penny Arcade and ATM.Perform daily cash counts of vault.Research and solve differences in ending cash for teller drawers.Improve processes to minimize teller differences.Coach tellers to ensure sales revenue goal are met and/or exceeded.Research and clear General Ledgers.Schedule teller staff and delegate duties.Conduct teller, vault, and ATM audits.Training new hires.Monitor store cash orders and shipments.Complete daily and monthly spreadsheets.

Certification, Criminal Justice And Corrections, 3.8

Criminal Justice And Corrections