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Juan J.

25 Junction Lane Hamilton, MA 01982 978/578 9499 garcia.j@husky.neu.edu


Knowledge of consumer, business banking and financial services Customer focus; advising customers; customer service Coaching, aligning and motivating front-line employees to achieve goals Bold, competitive, goal oriented nature drives need to achieve goals Interest in and ability to manage others Operations and process improvement Analytical and mathematical skills Fluent English/Spanish verbal and written skills; limited Portuguese


Citizens Bank, Gloucester, Massachusetts


Branch Manager Developed culture in the branch targeting sales and customer service goals by fostering a team-based approach. Consistently exceeded branch sales goals for all personal and business banking products. Ensured branch operational integrity, security, and compliance with all policies and procedures. Repeatedly recognized for exceptional customer service. Sales Generated new business through in-branch sales, phone and in-person calls Identify and provide appropriate financial solutions leading to high customer retention rates, growth and profitability. $2.4 million in consumer loans $720 thousand in business loans $825 thousand in investment sales Management Experienced at managing difficult situations with customers and providing customers with information, data, and advice Responsible for the overall running of an efficient and productive branch Participate in community activities to promote bank's image and growth Operations Retail service quality rated 91/100 by Citizens Bank Mystery Shopper Responsible for keeping branch in compliance with all bank policies and procedures and prepare branch for internal audits Supervision Manage performance and development of staff members Oversee daily operations of all branch positions Carefully apply policies and procedures while granting exceptions

Juan J. Garcia
Sovereign Bank, Lynn Massachusetts

Business Banking Officer Managed and maintained fiduciary relationship with business portfolio clients for multiple branches in the city of Lynn. Responsible for building and increasing core dollar volume and commercial lending relationships to both Spanish and English speaking business customers. Acted as center of influence for two bank branches Possess thorough knowledge of business banking products and services including various securities, investments, annuities, and retirement plans. Communicated status of commercial lending activity during weekly conference calls with regional finance liaison and branch management Recognized as branch expert in use of banking systems software

Marriott International, Danvers MA


Chief Engineer Responsible for maintaining the plumbing, electrical, heavy machinery, HVAC, and fire safety systems for three facilities providing 372 guest rooms. Supervised 7 direct and 23 overall staff meeting operational and customer needs. Recognized for effectively implementing multi-facility asset management system. Published periodic operations financial reports to management. Certified in HVAC, electrical, plumbing, alarms and quick response systems. Complied with all engineering standards, policies and procedures. Maintained accurate records and logs Ensured necessary permits and licenses for facilities current.


Endicott College Master of Business Administration

Beverly, MA May of 2011

Northeastern University Boston, MA Alumni, Master of Science in Finance 2007-2008 Course work included Financial Theory and Policy, Investment Analysis, International Financial Management, and Personal Financial Planning.

References Available on Request