Rogelio Cortez

Rogelio Cortez Email and Phone Number

Financial Sales Representive @ Builtwell Bank
Rogelio Cortez's Location
Dalton, Georgia, United States, United States
Rogelio Cortez's Contact Details

Rogelio Cortez work email

Rogelio Cortez personal email

n/a
About Rogelio Cortez

A Financial Sales Representative with a strong drive and motivation, boasting 14 years of surpassing sales targets and delivering exceptional customer service. Skilled and dedicated with experience in coordinating, planning, and supporting daily operational and administrative functions. Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages.

Rogelio Cortez's Current Company Details
Builtwell Bank

Builtwell Bank

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Financial Sales Representive
Rogelio Cortez Work Experience Details
  • Builtwell Bank
    Financial Sales Representative
    Builtwell Bank Nov 2022 - Present
    Chattanooga, Tn, Us
    -Devise and executed business development strategies attracting and acquiring new customers creating measurable outcomes supporting the customer in achieving stability and profitability-Effectively handling customer transactions by swiftly, precisely, adjusting the pace according to traffic flow-Engage in client collaboration and fostering relationships led to acquiring more than 500 new accounts-Perform financial analysis and risk evaluations to pinpoint opportunities for clients and minimize potential risks-Oversee a variety of lending products, including consumer loans and small business loans
  • Regions Bank
    Relationship Banker
    Regions Bank May 2022 - Oct 2022
    Birmingham, Alabama, Us
    -Performed financial needs assessments and risk evaluations to uncover opportunities and manage risks-Developed a strong connection with important consumer and business clients to foster lasting business relationships-Compiled new account details into a spreadsheet for monthly submission to management-Assisted creating innovative marketing strategies and guidelines to incentivize business clients to commit to long-term relationships with the bank
  • Bb&T
    Senior Relationship Banker
    Bb&T Jul 2017 - Nov 2021
    Charlotte, Nc, Us
    -Consistently surpassed monthly sales targets by 30%, resulting in an average of over $1,000,000.00 in new business generated per year-Supervised the merger between BB&T Bank and SunTrust Bank, resulting in the formation of Truist Bank-Worked with internal teams to enhance lending processes and elevate customer experience-Successfully met and surpassed lending goals by actively seeking out new lending prospects and overseeing current relationships-Established a weekly Zoom cross-training session to enhance teller expertise, client assistance, and enhance career development opportunities-Represented Truist Bank as a digital platform ambassador
  • Tmx Finance Family Of Companies
    General Manager
    Tmx Finance Family Of Companies Dec 2010 - Dec 2014
    -Consistently met and surpassed sales goals resulted in a 200% revenue growth within a year- Managed team and supervised daily operations, leading to a 25% boost in overall productivity-Conducted interviews to evaluate candidates' qualifications and fit for the role-Oversaw the daily operations of the business; demonstrated current best practices of customer care while establishing new initiatives by analyzing consumer trends-Managed a team of 10 employees, including items such as hiring, training, and scheduling- Organized community outreach events and developed marketing strategies

Rogelio Cortez Education Details

  • Dalton State College
    Dalton State College
    Business Management

Frequently Asked Questions about Rogelio Cortez

What company does Rogelio Cortez work for?

Rogelio Cortez works for Builtwell Bank

What is Rogelio Cortez's role at the current company?

Rogelio Cortez's current role is Financial Sales Representive.

What is Rogelio Cortez's email address?

Rogelio Cortez's email address is rc****@****bbt.com

What schools did Rogelio Cortez attend?

Rogelio Cortez attended Dalton State College.

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