Most recent Resume

1. GABRIEL PEREIRA
94 Plymouth St. Carver, MA 02330 508-513-5798 gabrielpereira@me.com
Executive Statement;
Passionate Financial Manager with a career reflecting strong leadership, organizational planning and interpersonal
skills. Proven success in building strong sales teams while implementing best operational practices and eensuring
operational excellence.
Proud coach, actively engaged in the team development, gratified when engaged with teammates by coaching and
mentoring them on how to achieve success at a higher level than they thought possible, while focusing and striving to
use the company’s purpose values and operating principles in all aspects of the job.
Key Skills and Certifications
• Notary public
• Trilingual (Portuguese, Spanish & Creole)
• Community leader with a Collaborative mindset
• Able to quickly Adapt to change in a highly evolving
industry
• Able to prepare operational/ risk reports for management
analysis.
• Top Sales performer with Confident and engaging
presence, distinguished track record of Sales and
sales mentoring.
• High level of attention to detail
• Articulate and personable communicator respected
for building/maintaining major account relationships.
• Strong financial and business acumen
• Highly-motivated mindset
• Team Builder who actively seeks and Recruiter new talent.
• Proven ability to multi-task and work in a fast-paced
team environment.
• Strong problem resolution and decision making skills.
• Revenue Management.
• Investments CO. Products/Variable Contracts
Rep.Exam 6 (FINRA system, PTC5855)
• Uniform Securities Agent State law Examination
63 (FINRA PROCTOR, PTC585)
• MA Producer's Accident & Health or Sickness Ins.
• MA Producer's Accident & Health or Sickness Ins.
• Proficiency with Excel, Word, PowerPoint and similar
applications Microsoft Office Specialist (MOS)
Randolph Saving Bank – Stoughton, MA (March 2014 till April, 2016)
Branch Manager II
Career overview: Oversaw a team of 10, 6 tellers, 2 loan officers, 1 assistant manager and 1 teller supervisor. Responsible for
coaching and mentoring members to incredible achievements by establishing action plans tailored to the individual Gaps that were
specific, Measurable, achievable, realistic and timely.
Focused on acquisition of new business relationship by stablishing an active calling program while leveraging partnerships to cross
sell additional business needs, focusing to serve as a one stop shop to business owners so that they would not have to go
anywhere else for services making the relationship longer lasting.
Ensured appropriate staffing levels at all times and remained active in the employment life cycle and recruiting /training of new
talent.
Served as an operational liaison working directly with the compliance department to improve multiple operational procedures and
also working on beta projects to improve the banks operational procedures of accounts that were never previously offered (ex
NRA, RA accounts) also helped developed an account quality control process to minimize account opening errors.
Was successfully able to increase overall balance growth by 9 million in 2 years (from 79 to 88 million ) while reducing cost by 6%
in 2014 and an additional 3% in 2015.
A true brand ambassador in the community responsible for hosting/running/organizing multiple events in the community ( EX:
Brockton Rodeo, Stoughton day, Festival of light and Chamber events) also focus on giving back by serving on local Board of
Directors for Stoughton Food Pantry.
Awards and achievement: #1 DDA Sales Q1, 2016 -- #1 DDA Sales Q1, 2015 -- #1 Balance Growth Q4, 2014 -- #1 DDA sales Q4, 2014 --
#1 DDA Sales Q3, 2014 -- #1 Balance Growth Q3, 2014 -- #1 DDA Sales - Q2, 2014 (Biggest achievement was to be picked up on a 1 page article
by a local newspaper that outlined the services I was providing to the community)

2. GABRIEL PEREIRA
94 Plymouth St. Carver, MA 02330 508-513-5798 gabrielpereira@me.com
Bank Of America - Stoughton MA (Sept 2010 – March 2014)
Financial Center Manager - Dec 2013 – March 2014
Financial Center Operations Manager - June 2012 – December 2013:
Relationship Banker - September 2010 – June 2012
Career overview: Started as a Relationship Banker in 2010 and quickly adapted the to the one team mindset, by effectively
building relationship with customers and uncovering financial needs, those that I was unable to address I warmly transferred to a
colleague that could, making the customer interaction unforgettable and received many referrals making me the top performer
consistently in my region, being recognized and receiving many awards because of my high level of attention to uncovering and
matching customer needs to a solution, all by adhering to operational excellence standards.
Promoted after a very successful 2 years, I now focused my time on teaching what made so successful to my colleagues, and was
able to work with a mid-performing associate who became top performer in the region in a matter of 1 quarter, also moved the
branch from a needs improvement audit review to a satisfactory review in a matter of 1 quarter and remained satisfactory through
the remaining period, was able to achieve such results by hosting meeting in our huddles around operational topics.
After 1 year as an Financial center operations manager I was promoted into an anticipatory manager position where I had the
privilege of shadowing the most successful banking center in the region and learning what made them so successful, one of the
most valuable experiences I had in my professional experience I was able to learn and turn around multiple branches operationally
and drive sales by coaching and mentoring relationship bankers.
Awards and achievement: Top Assistant Manager Q3, 2013 -- #1 Market Performer Q1, 2012 -- #1 Top Performer 2011 #1 Sales
Associate 2011 -- #1 Market Performer 2011
Citizens Bank, CCO Investment Service CORP. (August 2008 – Sept 2010)
General Securities Representative - Oct 2009 – Sept 2010
Business Banker - June 2009 – August 2010
Personal Banker - August 2008 – August 2010
Career overview: Started off as a Teller/Personal Banker with no prior banking experience and quickly moved up due to my
ability to retain and learn information quickly and at the same time presenting and promoting the Citizens Bank experience, by
focusing on uncovering customer needs and engaging them in open ended questions, I was able to help them with their financial
goals and delivered a higher level of services resulting in multiple recognitions and awards due to the level of sales produced, that
allowed me to quickly be promoted to Business banker.
As a Business Banker I was responsible for coming up with a strategic plans and activities for developing business, always out
making calls and visiting business around the community, Analyzing financial statements and making financial proposals, credit and
pricing recommendations that were within my assigned authority. Also very successful in that role I was picked for a special
program that the organization was rolling out for “ General securities representatives .”
As a General securities representatives I was authorized for selling a large array of securities licensed by the securities and
exchange commission(SEC) and was an account executive for clients trading investment products such as stocks, bonds and mutual
funds also proficient with principles of personal planning and estate planning advising clients on financial matters.
Consulted with clients and prospects regarding estate and tax planning and other fiduciary needs, and marshal the resources within
Citizens Bank to meet those needs. Networked and developed relationships from the beginning with bank officers, attorneys,
accountants, insurance professionals, investment bankers and others who introduced me to high net worth individuals who have
the potential to become clients.
Awards and achievement: Top Performer Q3, 2010 -- Top Performer Q2, 2010 -- Top Performer Q1, 2010
Volunteerism
Muscular Dystrophy Association - Raised Funds Through the Lock-Up event
STAR Children Relief / Camp Ray of Hope – Volunteer
FOOD PANTRY FOUNDATION OF STOUGHTON INC – Board Member