Open to opportunities

Alan Najera

@alannajera

Message

I lead retail banking operations, customer relationships, sales, and team development.

United States

Message

What I'm looking for

I'm looking to lead banking operations and teams while growing customer relationships, improving sales performance, maintaining compliance, and developing employees.

I'm driving sales goals and deepening customer relationships at American National Bank of Texas through personalized financial conversations, product solutions, and ongoing relationship management. I support daily banking center operations with a focus on customer service, sales performance, and compliance.

Previously, I led retail bankers at First United Bank, developed banking policies for partner programs, and trained Financial Center Managers and Retail Bankers across the Dallas/Fort Worth market. I bring extensive branch operations experience, including teller training, scheduling, cash ordering, and audit readiness.

Experience

Work history, roles, and key accomplishments

Current

Assistant Banking Center Manager

Current

American National Bank of Texas

Nov 2022 - Present (3 years 10 months)

Drive achievement of sales goals by identifying opportunities to meet customer needs and grow banking relationships. Support daily banking center operations while maintaining a strong focus on customer service, sales performance, and compliance.

Sales Customer Service Compliance Coaching Relationship Management

Senior Relationship Banker / Assistant Financial Center Manager

First United Bank

Nov 2016 - Aug 2022 (5 years 9 months)

Oversaw a team of 4 retail bankers to achieve sales goals and maintain compliance with federal regulations and corporate policies. Created retail banking policies for off-site partner/business programs and trained incoming Financial Center Managers and Retail Bankers.

Team Leadership Sales Compliance Training Retail Banking Policy Development

Lobby Services Supervisor

American Bank of Texas

Sep 2007 - Nov 2016 (9 years 2 months)

Ensured adherence to teller function policies, standards and procedures. Created teller schedules, provided training and development, and ordered cash for drive-through and teller stations.

Teller Operations Scheduling Training Cash Management Customer Service