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Shalena Martinez
713-410-0299 shalenamartinez@hotmail.com
Overview 10 years management experience in banking
12+ years total banking experience
Proven sales leader
Experienced business portfolio manager
Motivated learner
Licenses
Experience
General Lines Agent - Life Accident, Health and HMO (7/2007)
Banking Center Manager/Vice President
11/10-present Comerica Bank, Houston, TX
 Manage a retail banking center that includes an assistant manager,
tellers and personal bankers.
 Manage a portfolio of 150 of the top business/consumer clients of the
banking center and grew DDA deposits by 20% and loan balances by
79% in 2014.
 Led the banking center to exceed 2014 annual goals: 202% of loan
production, 151% of new DDA deposit dollar production, and 283% of
investments goal.
 Ranked in the top 15% of banking centers in the Southwest Market
(including Texas and Arizona) for 2014.
 Ranked #5 in individual investment sales production in the country for
2014.
 Coach employees on a daily basis through morning huddles and daily
debriefs.
 Organize and direct weekly Monday morning sales meetings.
 Work in a synergistic environment with all lines of business throughout
the company (i.e. Commercial Banking, Wealth Management,
investments, etc).
 Successfully profile clients on a daily basis to match their current needs
to available bank products.
 Maintain highest level of customer service while achieving retail sales
goals.
 Ensure all aspects of bank operations are in compliance with all
applicable state and federal laws, regulations, and bank policies and
procedures.
 Complete reviews of all branch personnel and give salary
recommendations.
 Interview and hire for all positions in the banking center.
Banking Center Manager
01/08-11/10 BBVA Compass, Houston, TX
 Managed a retail banking center that included tellers and financial sales
representatives as well as relationship managers while maintaining a
relaxed and fun environment.
 Managed a business portfolio containing the branch’s top 50 business
clients. Directly responsible for their growth.
 Processed a variety of business lending products ranging from small
unsecured lines of credit to real estate secured products.
 Ranked in the top 20% of all branches in the company for 2008.
 Ranked in the top 10% of branches for 2009.
 Ranked in the top 20% of branches YTD in 2010.
 Promoted and created sales initiatives to motivate and drive sales in the
branch.
 Taught new products andprovided sales techniques toall bankingcenter
employees through daily coaching sessions.
 Through interactionwithclients, successfullypairedtheirneeds withbank
products.
 Worked in a synergistic environment with all lines of business throughout
the company (i.e. Commercial Banking, Wealth Management,
investments, etc).
 Maintained highest level of customer service while achieving retail sales
goals.
 Ensured all aspects of bank operations were in compliance with all
applicable state and federal laws, regulations, and bank policies and
procedures.
 Completed reviews of all personnel and gave salary recommendations.
 Interviewed and hired candidates for all open positions.
Various Positions (including Teller-1 year, Sr. Teller-1 year, Customer
Service Manager-3 years)
12/02-01/08 BBVA Compass, Houston, TX
 Managed the operations aspects of the banking center.
 Acted as Banking Center Manager for 3 years until promoted in 1/2008.
 Supervised a teller line consisting of 3-4 tellers.
 Provided outstanding customer service on a daily basis.
 Consistently led the team in referrals to platform/sales employees.
 Helped resolve customer issues and complaints.
 Organized and established a Denovo banking center.

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Resume

  • 1. Shalena Martinez 713-410-0299 shalenamartinez@hotmail.com Overview 10 years management experience in banking 12+ years total banking experience Proven sales leader Experienced business portfolio manager Motivated learner Licenses Experience General Lines Agent - Life Accident, Health and HMO (7/2007) Banking Center Manager/Vice President 11/10-present Comerica Bank, Houston, TX  Manage a retail banking center that includes an assistant manager, tellers and personal bankers.  Manage a portfolio of 150 of the top business/consumer clients of the banking center and grew DDA deposits by 20% and loan balances by 79% in 2014.  Led the banking center to exceed 2014 annual goals: 202% of loan production, 151% of new DDA deposit dollar production, and 283% of investments goal.  Ranked in the top 15% of banking centers in the Southwest Market (including Texas and Arizona) for 2014.  Ranked #5 in individual investment sales production in the country for 2014.  Coach employees on a daily basis through morning huddles and daily debriefs.  Organize and direct weekly Monday morning sales meetings.  Work in a synergistic environment with all lines of business throughout the company (i.e. Commercial Banking, Wealth Management, investments, etc).  Successfully profile clients on a daily basis to match their current needs to available bank products.  Maintain highest level of customer service while achieving retail sales goals.  Ensure all aspects of bank operations are in compliance with all applicable state and federal laws, regulations, and bank policies and procedures.  Complete reviews of all branch personnel and give salary recommendations.  Interview and hire for all positions in the banking center. Banking Center Manager 01/08-11/10 BBVA Compass, Houston, TX  Managed a retail banking center that included tellers and financial sales representatives as well as relationship managers while maintaining a relaxed and fun environment.
  • 2.  Managed a business portfolio containing the branch’s top 50 business clients. Directly responsible for their growth.  Processed a variety of business lending products ranging from small unsecured lines of credit to real estate secured products.  Ranked in the top 20% of all branches in the company for 2008.  Ranked in the top 10% of branches for 2009.  Ranked in the top 20% of branches YTD in 2010.  Promoted and created sales initiatives to motivate and drive sales in the branch.  Taught new products andprovided sales techniques toall bankingcenter employees through daily coaching sessions.  Through interactionwithclients, successfullypairedtheirneeds withbank products.  Worked in a synergistic environment with all lines of business throughout the company (i.e. Commercial Banking, Wealth Management, investments, etc).  Maintained highest level of customer service while achieving retail sales goals.  Ensured all aspects of bank operations were in compliance with all applicable state and federal laws, regulations, and bank policies and procedures.  Completed reviews of all personnel and gave salary recommendations.  Interviewed and hired candidates for all open positions. Various Positions (including Teller-1 year, Sr. Teller-1 year, Customer Service Manager-3 years) 12/02-01/08 BBVA Compass, Houston, TX  Managed the operations aspects of the banking center.  Acted as Banking Center Manager for 3 years until promoted in 1/2008.  Supervised a teller line consisting of 3-4 tellers.  Provided outstanding customer service on a daily basis.  Consistently led the team in referrals to platform/sales employees.  Helped resolve customer issues and complaints.  Organized and established a Denovo banking center.