Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Robert Anthony Martinez

Madera

Summary

Dynamic Senior Premier Relationship Manager at BMO Bank with a proven track record in client relationship management and revenue generation. Expert in developing high-performing teams and driving sales growth strategies, consistently surpassing business targets. Adept at portfolio management, fostering strong client loyalty, and coaching employees to achieve exceptional results.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Sr. Premier Relationship Manager

BMO Bank
08.2024 - Current
  • Gained market share in new sales performance through aggressive team training.
  • Developed and maintained relationships with high-net-worth clients to identify their financial needs and objectives.
  • Established ambitious goals for employees to promote achievement and surpass business targets.
  • Coached, developed and motivated team to achieve revenue goals.
  • Supported sales team members to drive growth and development.
  • Developed and significantly grew assigned territory using strong engagement and marketing skills.
  • Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
  • Collaborated with team members on cross-selling initiatives aimed at expanding existing accounts.

BANK MANAGER I

BMO Bank
05.2023 - 08.2024
  • Oversaw branch book of business with more than 300 customers.
  • Achieved quarterly goals consistently through effective supervision.
  • Consistently tracked branch performance against key metrics, implementing corrective measures as required.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Optimized sales tactics to consistently surpass branch goals.
  • Provided guidance and training to team members in order to ensure proper procedures were followed consistently.

ASSISTANT BRANCH MANAGER

BANK OF THE WEST
03.2021 - 05.2023
  • Directed all operational activities at the branch.
  • Facilitated recruitment and onboarding processes.
  • Coordinated employee schedules based on business needs.
  • Ensured compliance with established procedures by reviewing newly opened accounts.
  • Efficiently maintained branch performance in compliance with bank standards.
  • Delivered audit and operational assistance across multiple branches, maintaining exceptional standards.

MEMBER SERVICE REPRESENTATIVE III

PACIFIC SERVICE CREDIT UNION
07.2020 - 03.2021
  • Performed monthly audits to confirm adherence to established policies and procedures.
  • Processed routine transactions for members and proactively searched for financial improvement opportunities.
  • Conduct management reviews to identify opportunities for employee development.

RELATIONSHIP BANKER

BANK OF THE WEST
10.2019 - 07.2020
  • Responsible for branch sales and portfolio growth efforts related to various bank's financial products to prospective customers
  • In conjunction with branch sales efforts, supports, promotes, and markets promotional activities, enhance customer relationships and refer customers to other business partners as appropriate.

UNIVERSAL BANKER

BANK OF THE WEST
04.2019 - 10.2019
  • Provides high quality customer service by meeting needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.

SERVICE BANKER

BANK OF THE WEST
09.2018 - 04.2019
  • Processes customer transactions accurately of all deposits, transfers, withdrawals and other transactions in accordance to bank policies, procedures and regulatory requirements
  • Identifies sales and cross selling opportunities and makes qualified referrals to specialized sales partners
  • Performs outbound calls for service/sales follow up in support of branch goals.

SERVER

OLIVE GARDEN
01.2018 - 10.2019
  • Ensures that all company policies and procedures are being adhered to while ensuring that guests are having a great experience
  • Provide and foster a team-oriented atmosphere with both guest facing and non-guest facing employees.

MANAGER

IN-N-OUT BURGER
07.2009 - 11.2017
  • Enhanced team skills through cross training to assist customer service management.
  • Spearheaded team productivity initiatives while overseeing workflow management.
  • Monitored staffing tools to maintain adequate shift coverage during peak traffic and production times.
  • Identified individual development needs with appropriate training/coaching and feedback while training staff.

Education

Bachelor of Science - Exercise Science/Kinesiology

California State University, Fresno
Fresno, CA
05.2014

Skills

  • Client relationship management
  • Sales growth strategies
  • Portfolio management
  • Sales expertise
  • Market analysis
  • Revenue generation
  • Team leadership
  • Employee coaching

Certification

  • Notary Public- June 2021
  • SIE License - April 2024
  • CA Life and Health License - May 2024
  • Series 6- September 2024
  • Series 63- September 2024

References

References available upon request.

Timeline

Sr. Premier Relationship Manager

BMO Bank
08.2024 - Current

BANK MANAGER I

BMO Bank
05.2023 - 08.2024

ASSISTANT BRANCH MANAGER

BANK OF THE WEST
03.2021 - 05.2023

MEMBER SERVICE REPRESENTATIVE III

PACIFIC SERVICE CREDIT UNION
07.2020 - 03.2021

RELATIONSHIP BANKER

BANK OF THE WEST
10.2019 - 07.2020

UNIVERSAL BANKER

BANK OF THE WEST
04.2019 - 10.2019

SERVICE BANKER

BANK OF THE WEST
09.2018 - 04.2019

SERVER

OLIVE GARDEN
01.2018 - 10.2019

MANAGER

IN-N-OUT BURGER
07.2009 - 11.2017

Bachelor of Science - Exercise Science/Kinesiology

California State University, Fresno

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