Henry Rodriguez Email & Phone Number

New York, New York, United States

New York City Metropolitan Area

Greater New York City Area

Managed 6 Vice President level Relationship Managers across 101 branches within the NYC Outer Boroughs and Boston marketplace for Citigroup's consumer workplace banking acquisition program, Citi at Work ensuring delivery of strong financial performance, customer satisfaction and operational excellence.Delivered Results:Led sales team and established partnerships with Retail Bank leadership, product partners and key personnel creating opportunities for growth and acquisition of new client companies.Provided coordination and direction to entire sales force in execution of client experience, targeting and program strategy. Developed synergies within each book of business to establish collaborative efforts and opportunities.Implemented consistent management practices related to driving results, sharing best practices, managing and evaluating performance, setting clear performance expectations, and exceeding sales goals for the division.

Grew key client relationships for the Citi at Work Program. Sourced, established and expanded relationships with new and existing client companies through the coordination of a regional and national rollout across all markets. Additional responsibilities included strategic counsel and execution of program initiatives with Senior Leadership to improve quality and program scale.Delivered Results:Managed a portfolio of 100+ client relationships to build revenue for the Retail Bank. Dimensioned opportunities and developed comprehensive business plans to sell new companies, deepen existing program participation and increase revenue growth within each branch. Consistently met sales quotas and increased portfolio growth by 10–15% annually.Exceeded base-line sales through successful implementation of financial education seminars, wealth management and commercial business referrals.Won a significant footprint deal with a large municipality resulting in a 400K employee opportunity for the program.Built superior customer value propositions and strategies for large municipalities and Fortune 500 companies which consistently resulted in being recognized as a leading financial institution of choice for their employees. This also resulted in numerous client testimonials that are now part of the marketing tools for the program in promotion to prospective clients. Recognized as role model related to sales processes and strengthened branch staff skills and results through coaching on proven sales techniques. Selected as a back-up for divisional program leadership and in this capacity led weekly staff meetings and provided representation for the division with product partners and Senior Management meetings.

Led the acquisition, execution, and account planning of national client relationships for the Citi at Work Program. Sourced and established self-sourced and corporate bank referrals through the presentation and coordination of a national rollout across all markets. Additional responsibilities included new hire training, strategic counsel and execution of cross business program initiatives with Senior Leadership to improve quality and program scale. Delivered Results:Consistently exceeded sales quotas on a yearly basis and deepen numerous corporate banking relationships across Citi’s branch footprint.Supported division strategy by providing ongoing feedback to Senior Program and Citi Leadership related to program enhancements and ideas for overall growth.Developed and launched a ‘mini branch’ concept with a Fortune 500 company to improve program delivery and increase program scale.Led implementation of online accounts for a ‘Fortune 500” company who wanted to automate on boarding of new hires. Process increased an acquisition of new hires by 50 new employees per month for the program over a two year period.Developed program training for a shared revenue initiative to increase sales with corporate bank partners, referrals, and overall business opportunities.

Managed a portfolio of 100 client company relationships enrolled across 14 Branches in the borough of Brooklyn for the Citi at Work employee benefits program. Responsible for the establishment of key branch partners through coaching, execution of client events and monthly meetings held to facilitate training and ensure flawless onsite and branch execution with employees of client companies.Delivered Results:Participated in activities and strategies as part of the Area Leadership Team and coordinated monthly update and training sessions with branch champions to heighten awareness of programs. Developed, in partnership with client companies, a 12-month programming calendar to incorporate on-site enrollment days, financial education seminars and partner with firms for new hire orientation sessions.Consistently recognized within the top 5th percentile of Citi at Work Relationship Managers throughout my tenure in the role. Recognized and awarded as the #1 salesperson for the program while in the role.Coached area sales support staff relating to prospecting skills used to acquire new client companies and developed existing client relationships in partnership with Branch Managers and Product Partners.

Responsible for the management of branch offices in two distinct areas ranging from a $70MM high traffic facility to a $90MM community based branch both with a high level of visibility in the borough of Brooklyn. Delivered Results:Developed and executed integrated sales, relationship, and credit strategies that were aligned with the area business plan to achieve desired revenue, expense and service goals.Responsible for dual-management roles through supervising multiple Financial Center sites as needed by Citi to enhance growth. Increased balance growth monthly on a consistent basis. Managed and met individual production goals with target clients and overall sales activities, including building referral network and relationships with internal partners and external contacts. Led hiring process, coordinated performance management, compensation review, all communication to, and employee evaluation of, branch staff.