Ron Martinez II
Co-Founder, COO at Chatavise- Claim this Profile
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Topline Score
Bio
Credentials
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Google Project Management Certificate, Coursera, 2021
CourseraFeb, 2022- Nov, 2024 -
Google Project Management Professional Certificate
CourseraFeb, 2022- Nov, 2024 -
Georgia Real Estate License - no longer active
State of Georgia
Experience
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Chatavise
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United States
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Software Development
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1 - 100 Employee
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Co-Founder, COO
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May 2023 - Present
Our mission is to redefine the relationship between businesses and their customers. We believe that stellar customer experience leads to enhanced business performance, and this should be accessible and painless to implement for all businesses regardless of footprint. This is why we exist. This is why we are changing the game. We help your business better communicate, measure, monetize and improve efficiency at every client touch point, every time. Our mission is to redefine the relationship between businesses and their customers. We believe that stellar customer experience leads to enhanced business performance, and this should be accessible and painless to implement for all businesses regardless of footprint. This is why we exist. This is why we are changing the game. We help your business better communicate, measure, monetize and improve efficiency at every client touch point, every time.
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Freedom Chasing Media
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United States
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Media Production
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Content Creator
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Jan 2022 - Present
🍿 We tell stories of Entrepreneurs who have done something significant. We share the success & failure of influential people. Lastly, we give an account of how big business got big & how they sometimes revamp the political landscape. 🎥 Welcome to Freedom Chasing Media. We are confident that you will find a few videos that you enjoy and some that you may disagree with, but guess what? Thats an important part of freedom. If there is anything or anyone you want us to cover, connect with us on your platform of choice. 👥 Connect with us on other Socials: https://beacons.ai/freedomchasingmedia/content 💵 Support us by checking out how our Sponsors can help you with your business! https://beacons.ai/freedomchasingmedia/sponsordeals 🤝 Interesting in working with me? Use the 📧 below ⬇️ for Business & Sponsorship Inquiries: FCTeam@freedomchasing.com Show less
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Citi
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United States
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Financial Services
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700 & Above Employee
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Branch Manager / Vice President
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2013 - May 2022
Promoted to provide governance and growth, managing multiple branches throughout the course of the last 7 years, including the headquarter branch in Chicago. Starting at the area level (13-19 branches), then state level 69 branches, then division level (3 states IL, FL, VA/MD). Member of the Branch Change Network 2018 & 2019.★ Customer-facing role, utilizing solution selling and consultative sales to grow/manage a Book of Business consisting of $579.2 million in deposits, $52.1 million in loans, and $88.7 million in investments, with 3,200 Households alongside 6 Direct Reports and 8 key partners.• Coach consultative and solutions selling sales techniques, objection handling, and upselling/add-on techniques to drive sales performance and individual and team success.• Hire, train, and supervise the sales team. Meet with sales team regularly to develop monthly and annual goals and objectives, and to review projections versus actual performance.• Lead strategic market assessment to determine optimum service, price, and brand positioning to maximize penetration and profitability.• Understand and articulate customer needs and provide "Voice of Customer" feedback, working with cross-functional teams to develop effective delivery roadmaps and generate plans for future product offerings. • Leader in prospecting new accounts- cold calling, emailing, in-person meetings, video conferencing, and online research tools to identify key business verticals.• Division Digital Champion since 2016. In 2018-2019 Led a team of 9 digital champions representing their areas across 3 states (Illinois, Florida, VA/MD Cap)• Managed and led multiple digital enhancement projects, including the rollout of Salesforce CRM, DocuSign, Remote account opening (AVOKA), and digital engagement (bill pay, paperless, alerts). • Presently lead LMI (Low Moderate Income) project partnering with Accenture. The goal of the project is to reimagine the branch experience. Show less
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Personal & Business Certified Banker
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2012 - 2013
Selected to play a key role in the high-net-worth personal banking and business banking function. Reached out to business partners across Citi’s Business Lines driving improved sales and customer success metrics.★ Coached team members within the branch and in the area through various workshops. Subjects often included product knowledge, overcoming objections, uncovering needs, and discussing follow-up routines. • Seized opportunities through community networking events and not-for-profit organizations to establish referral sources and create community awareness of what Citi has to offer.• Developed branch sales and service action plans and strategies to increase branch performance.• Actively participated and aided Branch Manager during the interview process.• Organized and ran morning huddles and end-of-day checkout activities. • Mastered the art of discovery through the effective use of the FORUM method. • Consistently exceeded expectations in both sales and service, with a result of roughly $1 million in unsecured loans and lines of credit month after month, and a 97% service score from Gallup. Show less
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Personal Banker & Teller
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2011 - 2012
Customer-facing role. Worked closely with the management team in developing sales and operational protocols to drive success and operational efficiencies. ★ Turned customer complaints into opportunities to deepen clients’ relationships. Customer-facing role. Worked closely with the management team in developing sales and operational protocols to drive success and operational efficiencies. ★ Turned customer complaints into opportunities to deepen clients’ relationships.
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Education
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Kennesaw State University
Banking and Financial Support Services
Community
