JORGE M. BATISTA

• Execute the bank's risk culture and strive for operational excellence
• Build relationships with consumer and small business clients providing effective financial solutions, following established processes and guidelines in daily activities doing what is right for clients.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Circle of Excellence for four consecutive quarters since the establishment of the recognition program.

• Strengthened client relationships by providing personalized banking solutions and excellent customer service.
• Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
• Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
• Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
• Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
• Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.

• Property and Casualty Insurance, Life and Variable Annuities Health and Disability Insurance.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Conducted regular performance reviews with team members to identify areas for development.
• Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
• Optimized scheduling system to ensure timely follow-ups with potential leads.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.

• Offered practice solutions and a comprehensive financial advice, developing and establishing solid relationships with existing business clients, professionals and prospects
• Self-motivated, with a strong sense of personal responsibility.
• Managed a large client portfolio developing strategies to deepen relationships and identifying specialized small business opportunities while conducting relationships reviews seeking growth of the business segment, especially Medical Professionals
• Worked with both affluent and high net worth clients, including Physicians, Dentist, Veterinarian, Oncologist, Cardiologist, Lawyers and other small business owners
• Partner with a team of Financial Advisors with whom I worked closely to establish specialized financial solutions for retirement, trust, estate planning
• Managed time efficiently in order to complete all tasks within deadlines.
• Used critical thinking to break down problems, evaluate solutions and make decisions.

• Manage the financial center operations for optimal productivity and consumer and business clients satisfaction
• Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
• Collaborated with senior management to create strategic plans for future branch growth and expansion.
• Conducted regular performance evaluations for staff members, identifying areas for improvement and opportunities for advancement.
• Assisted in the recruitment process, selecting top talent to join the team and contribute to the success of the organization.
• Complied with regulatory guidelines and requirements.
• Examined new accounts and customer loan applications for loan approvals and denials.
• Coached and mentored staff
• Managed over 100 million in deposits in our financial center

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• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial
• Opened small business accounts, small business retirement plans, keogh plans, trust, estate planning, worked with mortgage initial interviews and referrals, auto loans, consumer loans and commercial referrals, prospecting outbound calls, external presentations for professionals and business owners
• Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.

• Manage the financial center operations for consumer and small business clients
• Assessment of compliance reports and approval of new consumer and small business accounts and loans
• Ability to multitask, prioritize and delegate while delivering results
• Coordinated with other departments for seamless execution of branch initiatives and projects.
• Facilitated change management initiatives within the branch, helping team members adapt quickly to new processes or technology implementations for seamless transition periods.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.