Alberto Perez
Vice President Branch Manager @JPMorganChase
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WORK HISTORY
Vice President Branch Manager @JPMorganChase
Here, I manage 22 individuals and $500M+ in assets. Beyond creating a culture of accountability, I also educate the staff on customer service goal expectations allowing the organization to meet and exceed its goals. I encourage the team to step outside of their comfort zone and take on additional roles and duties to foster a sense of teamwork. Implemented processes that managers can use to diffuse potential situations that arise. Drove insight and ownership enabling individuals to develop their own answers versus telling them allowing them to excel in their role. Transformed processes by getting the team involved in an audit allowing the organization to pass it successfully when they had failed twice before. Ranked in the top 10% of the country for performance for 5K branches. Sent 8-10 employees to National Achievers conferences who are the top 10% in the nation for performance in their job. Boosted assets from $120M to $500M through shared responsibilities in the branch. Coached staff on other roles to learn their value and how they can contribute to a shared goal. Recognized as a Branch Manager National Achiever in 2014, 2015, and 2016. Met and exceeded quarterly sales and campaign goals by promoting and leading a sales motivated platform to achieve 15-20% continuous growth on deposits and 5-6% in customer service to rank in the 90th percentile compared to other Chase banks. Increased customer experience and awareness around the branch and improved banker productivity to help grow AUM and customer scores.
EDUCATION
University of Southern California
Political Science
ABOUT ALBERTO PEREZ
I am a highly disciplined executive with 20 years of experience in the banking industry managing teams of 20 individuals and influencing 100+ staff and 20 leaders. I excel at recognizing where culture needs to change and developing business cases for it adding hundreds of new members each year. My goal is to help position the organization as an industry leader within a highly competitive landscape. Over the years, I have strived to make an impact on organizations and transform operations by taking the time to coach and develop team members to ensure everyone follows through with their goals and development plans. Additionally, I execute on challenges and maintain a forward-thinking, entrepreneurial mindset aligned with the enterprise vision. I excel at providing resources to team members enabling them to meet and exceed their performance goals. You can count on me to develop powerful teams, establish expectations, communicate the company vision, and monitor performance to maximize effectiveness. I am a proactive executive utilizing a hands-on approach to propel innovation across the organization. Key Skills Strategic Planning & Execution Branch Management Account Management Relationship Management Process Improvement Business Development Asset Management Community Engagement Regulatory Requirements
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