Rena Macapagal
First Vice President - Retail Banking Regional Manager at Bank of Marin- Claim this Profile
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Bio
Credentials
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Credit Union Development Educator (CUDE)
National Credit Union Foundation
Experience
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Bank of Marin
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United States
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Banking
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200 - 300 Employee
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First Vice President - Retail Banking Regional Manager
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Mar 2022 - Present
I am the Retail Banking Regional Manager at Bank of Marin with locations in Marin and Alameda County. We are evolving rapidly through the American River Bank acquisition, which contributed to outstanding 4th Quarter Earnings for 2021. I joined in March 2022 during an exciting and challenging time of system conversion to support branches with transitions, consistency, service, and overall deposit and loan growth. I'm excited to work in Commercial Banking once more to place significant focus on service, performance, philanthropy, and the employee experience. Show less
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San Francisco Federal Credit Union
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United States
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Financial Services
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1 - 100 Employee
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Head of Retail - Area Manager
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Jan 2015 - Mar 2022
I served as the Head of Retail Banking, reporting to the CEO, at San Francisco Federal Credit Union with locations in San Francisco and San Mateo County. I had oversight of retail branches, electronic banking, and supported call center and overall frontline staff. Selected contributions include the following: • Managed mergers with San Francisco Bay Area Educators 2/2020 and SF Recreation and Parks FCU 6/2015. • Achieved membership growth and financial performance through branch and remote acquisition strategies. • Coached and developed Branch & Digital Management to ensure employee engagement and performance. •. Directed, oversaw, and administered operations, business development, marketing, & community outreach. •. Worked with Chief Retail Officer and Internal Audit on Board and Supervisory Committee Reporting. •. Supported Project Management and Retail Banking to successfully achieve system conversion. •. Led Branches & Digital Sales & Service through COVID regulation and protocols during City Shelter-In-Place Orders. • Managed & Led multiple City Hall Partnerships such as MYPATH and the Summer Jobs Connect Youth Program with the Office of Financial Empowerment. Show less
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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VP Branch Manager
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Feb 2011 - Nov 2014
• Achieved National Ranking of Top Manager for Profitability, Controls, Customer Experience, and overall Leadership. • Worked with Mortgage Loan Officers, Business Relationship Managers, and Private Wealth Management to increase customer and vendor relationships in a team environment. • Increased branch profitability and strengthened controls to achieve 0% error rates . • Achieved National Ranking of Top Manager for Profitability, Controls, Customer Experience, and overall Leadership. • Worked with Mortgage Loan Officers, Business Relationship Managers, and Private Wealth Management to increase customer and vendor relationships in a team environment. • Increased branch profitability and strengthened controls to achieve 0% error rates .
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Wachovia Bank/Wells Fargo
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San Francisco
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Financial Center Manager
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Feb 2008 - Mar 2011
• Lead and direct Store Managers to develop best practices and to meet and exceed service and sales goals. • Provide leadership and manage employees to execute operational soundness. • Acquire and retain client relationships through established expansion plan. • Mentor and coach staff, develop talent, recognize and reward employee customer service accomplishments. • Lead and direct Store Managers to develop best practices and to meet and exceed service and sales goals. • Provide leadership and manage employees to execute operational soundness. • Acquire and retain client relationships through established expansion plan. • Mentor and coach staff, develop talent, recognize and reward employee customer service accomplishments.
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Comerica Bank
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United States
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Banking
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700 & Above Employee
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AVP Branch Manager New Accounts
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Aug 2005 - Nov 2007
• Manage New Accounts team to ensure that monthly sales numbers are met and the team is in compliance with policy. Lead largest team in the Northern California Division. Number one in quarterly campaigns. • Review and approve Branch and Officer coded accounts for the Northern California region. • Ensure Branch policy and procedures, meet and exceed audit. • In-depth knowledge of CIP, Patriot Act, MSB, AML, OFAC and general Know Your Customer standards. • Great breath of knowledge across all industries. Manage a team to support various Comerica Business Units, including Small Business, Private Banking, Middle Market, Real Estate, TLS, and Special Assets with Branch transactions. • Enhance internal and external clients marketing through outbound calls and joint calls, emphasizing cross promotion of the following: Business and Deposit Accounts, Micro-Business Loans, Heloc Loans, Cash Management Solutions, Securities, and Treasury Management products. This resulted in an increased awareness of Comerica’s full suite of products and services in addition to increasing revenue. Show less
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Operations Manager, Venture Lending
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Aug 2001 - Aug 2005
- Manage a centralized unit to support Venture Lenders with legal files and client relationships ranging from 500K – 80 Million averages. - Assist Venture Lenders with problems and contingencies in the processing and documentation of New Accounts, restraints, wires, and general Branch Operations. - Manage a centralized unit to provide excellent customer service to internal/external Technology and Life Sciences clients in CA, TX, MA, NY, and WA. - Manage a centralized unit to support Venture Lenders with legal files and client relationships ranging from 500K – 80 Million averages. - Assist Venture Lenders with problems and contingencies in the processing and documentation of New Accounts, restraints, wires, and general Branch Operations. - Manage a centralized unit to provide excellent customer service to internal/external Technology and Life Sciences clients in CA, TX, MA, NY, and WA.
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Education
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University of California, Santa Barbara
Bachelor's Degree, English -
Graziadio School of Business and Management, Pepperdine University
Applicable Courses - Business Administration and Management
Community
