Francisco Lugo-Rodriguez
AVP Branch Manager III at Eastern Bank
- Role
- AVP Branch Manager Iii at Eastern Bank
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Francisco Lugo-Rodriguez
Motivated Branch Manager with a demonstrated 20+ years of work experience in the banking industry. Skilled in Analytical, Sales, Personal and Commercial lending skills. Excellent Customer Service, Self-confidence, Management and Teamwork. Strong finance professional graduated from Bunker Hill Community College and Conexion Cohort XI program graduate. Bilingual (English, Spanish and some Brazilian Portuguese).
Experience
AVP Branch Manager Iii
Mar 2021 — Present · Everett, MA, US
Leading a medium-to-large sized banking office as part of what used to be the largest and oldest mutual bank in the country, now a public bank. With over a $120 million deposit base, oversee Sales, Customer Experience, Operations, Compliance, Staff Development, and Community Development- Responsible for the hiring, motivation, and success of branch colleagues in achievement of sales goals, developmental goals, and career aspirations_Responsible for growing deposits, growing loan portfolio, referring to Business Banking and Wealth Management, maintaining client service standards, maintaining operational compliance and individual staff and team development- Conduct business development activities through a consultative sales approach to include personal visits, outbound calling, and networking/community events- Ensured a consistent world class customer experience through cultivating a customer-centric environment validated through satisfaction surveys and secret shops- Conducted financial literacy workshops in the community on the topics of budgeting, credit, and identify theft- Retail Operational Branch Audits of 97%,99% and 98%(Strong) 2020, 2021 and 2022
Education
Conexion
Mentee
2016 — 2016
Bunker Hill Community College
Bachelor's degree
2003 — 2007
Cambridge Rindge and latin High School
General Studies
1990 — 1994
Skills
- Commercial Banking
- Work Under Minimal Supervision
- Small Business Lending
- Customer Service
- Retail Banking
- Teamwork
- Branch Banking
- Computer Applications: Word, Excel, Power Point, Outlook, Access
- Leadership
- Bilingual English/Spanish Fluent, Some Portuguese
- Sales
- Customer-Focused Service
- Friendly Personality
- Work Effectively in a Team Environment
- Commercial Lending
- Finance
- Financial Analysis
- Cross Selling
- Managerial
- Loans
- Consumer Lending
- Management
- Banking
- Credit Analysis
- Microsoft Office
- Computer Software
- Social Media
- Self-Motivated; Fast Learner and Open to Advice
- Analitical Skills
- Organized Multi-Tasker
- Extremely Detail-Oriented with the Ability to Multi-Task
- Self-Confidence
- Thorough Knowledge of Banking Operation, Procedure, Provision
- 12+ Years of Banking Experience
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