Shalena Martinez has over 10 years of management experience in banking and 12+ years of total banking experience. She is currently a Banking Center Manager/Vice President at Comerica Bank in Houston, Texas where she manages a retail banking center, portfolio of 150 clients, and led her banking center to exceed annual goals in 2014. Prior to her current role, she was a Banking Center Manager at BBVA Compass in Houston where she also managed a retail banking center and business portfolio, consistently ranking in the top percentages of branches. She has a proven track record of sales leadership, business portfolio management, and being a motivated learner.
Strategic Financial Professional with over 20 years of experience in a competitive banking environment including mortgage and consumer lending. Team leader with a solid reputation to build and nurture internal and external relationships. Known for outstanding management skills that drives results and cultivates efficient teamwork. Proven record opening New Market Branches. Proficient with Financial Internal Desktop Software, Contact Manager, Microsoft Office, and mobile applications.
Strategic Financial Professional with over 20 years of experience in a competitive banking environment including mortgage and consumer lending. Team leader with a solid reputation to build and nurture internal and external relationships. Known for outstanding management skills that drives results and cultivates efficient teamwork. Proven record opening New Market Branches. Proficient with Financial Internal Desktop Software, Contact Manager, Microsoft Office, and mobile applications.
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State Bank of Mysore organises Home Loan Mela annually with Builders participation, at the same location every year, Alwarpet Community Hall on 11th to 13th September 2009.
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.