@joegonzalez475_272
VeraBank, N.A. • Full time
Aug, 2018 - Present • 6 yrs 3 mos
As a Business Banking, Commercial Banker, and Business Development officer, I specialize in providing financial services and strategic communication solutions to businesses. I bridge the gap between banking services and business development, helping organizations enhance their financial health while managing their reputation in the market. This role requires a blend of economic understanding and communication skills, enabling clients to navigate complex banking environments and effectively engage with stakeholders.
Responsibilities:
Client Consultation:
- Assess clients’ financial needs and goals to recommend appropriate banking solutions.
- Guide financing options, cash management, and investment strategies.
Relationship Management:
- Build strong relationships with clients, financial institutions, and other stakeholders.
- Act as a liaison between clients and banks, ensuring clear communication and understanding.
Public Relations Strategy:
- Develop and implement PR strategies to enhance the client’s brand and reputation.
- Craft press releases, articles, and other communication materials to promote client initiatives.
Crisis Management:
- Advise clients on crisis communication strategies to mitigate risks and manage public perception.
- Prepare clients for potential media inquiries and negative publicity.
Market Analysis:
- Conduct market research to identify trends and opportunities for clients.
- Analyze competitor strategies to inform client positioning and messaging.
Training and Workshops:
- Provide training sessions for client teams on banking products and effective communication practices.
- Host workshops on financial literacy and public relations best practices.
Monitoring and Reporting:
- Track the effectiveness of PR campaigns and banking strategies through metrics and feedback.
- Prepare reports for clients, summarizing results and recommending adjustments.
Networking:
- Attend industry events, conferences, and networking functions to promote clients and build connections.
- Stay updated on industry trends and banking and public relations developments.
Regulatory Compliance:
- Ensure that clients are informed about relevant banking regulations and compliance requirements.
- Assist in the development of policies and procedures to meet these standards.
Collaboration:
- Work closely with other consultants, financial advisors, and marketing teams to deliver integrated solutions for clients.
This role is pivotal for businesses seeking to improve their financial strategies while managing their public image effectively.
I am an experienced Business Development Banking Consultant with a strong background in sales management and financial services. Currently, I am serving as the Vice President of Business Development at VeraBank, N.A. in Central TX. I have a proven track record in devising and implementing successful business strategies that drive sales growth and enhance client relationships.
I excel in developing new business opportunities and building strong partnerships with commercial business owners and clients across diverse industries. My expertise in cold calling, market analysis, and competitive intelligence has consistently led to impressive sales increases and market expansion.
Throughout my career, I have held various roles, including Business Development Officer as VP of Small Business Banking at Bank of America and Senior Commercial Banker at Eagle Bank. I have been recognized for my ability to cultivate and maintain relationships through awards and significant revenue growth in every position I have held.
In addition to my professional achievements, I am actively involved in community leadership. I have made significant contributions to organizations such as the Downtown Management District and ACCION Texas. I also serve on the Taylor Chamber of Commerce board and the Jeremiah Program in Austin. As the Chairman of the Hutto Area Chamber of Commerce, I am dedicated to fostering regional economic development and inspiring others with my commitment.
With a Bachelor's degree in Political Science from St. Edward's University and a passion for business development, I have a strategic approach and strong negotiation skills that position me as a valuable asset in driving organizational success.