JACQUELINE FLORES-LUERA
Regional Sales Manager, Vice President
Tucson
Summary
Multi-faceted Regional Sales Manager promoting excellent record of meeting company-defined quotas through exceptional sales strategy. Mentors employees to develop top-performing team members. 20-year progressive career background combined with dedication to corporate growth and development.
Overview
19
19
years of professional experience
2
2
Certifications
Work History
Regional Sales Manager, Vice Presisent
BMO Bank
07.2025 - Current
- Drive regional sales strategy to accelerate organic net checking growth, expand lending and card penetration, and strengthen client relationships through cross‑functional partnerships.
- Analyze branch and regional performance, identify gaps, and implement action plans to exceed targets.
- Coach and develop branch leaders through structured performance reviews, skill-building, and leadership sessions.
- Partner with Business Banking, Customer Experience, and Marketing teams to advance market growth initiatives.
- Monitor customer experience metrics and guide branches in improving service delivery and retention.
- Oversee risk, compliance, and operational effectiveness across the region.
- Represent the region in enterprise-level leadership forums, communicating forecasts, performance, and strategic priorities.
Bank Manager, Vice President
BMO Bank
01.2023 - Current
- Cultivates purpose, values and behaviors
- Executes branch business plans to increase business growth and fulfill customer retention with use of lead management and best practices
- Facilitate team development with daily huddles, weekly focuses and monthly coaching meetings
- Monitors performance and identifies best approaches to attain goals, identify gaps, and implement actions plans as needed
- Communicates focuses by influencing or changing behaviors
- Customer Experience Champion participating in leadership forums to deliver month to month results to the region and market for an overall positive customer experience
- Business Banking Champion participating in weekly pipeline calls and assist in delivering activity expectations to the market
Mortgage Customer Specialist III
U.S. Bank Home Mortgage
05.2021 - 01.2023
- Support multiple loan officers to increase production levels and secure new business
- Assists loan officers with a variety of administrative services, pipeline management and collection of required documentation
- Improves team performance by coaching peers and support their development
- Effectively meets turn times, meeting and exceeding monthly goals
Mortgage Loan Assistant
U.S. Bank Home Mortgage
10.2018 - 05.2021
- Support multiple loan officers to increase production levels and secure new business
- Assists loan officers with a variety of administrative services, pipeline management and collection of required documentation
- Effectively meets turn times, meeting and excelling monthly goals
- Independent Decision Making
- Pipeline Management
Senior Relationship Banker, Officer
Bank of the West
02.2018 - 10.2018
- Proactively engaged with customers and prospects by holding meetings to identify needs or future opportunities
- Collaborated with Business Banking Officers, Financial Advisors, Mortgage Bankers and Cash Management Team to deepen relationships with customers
- Contributed to business results and overall branch customer experience
- Make credit recommendations for personal lending transactions
Mortgage Loan Apprentice
Summit Funding
10.2017 - 02.2018
- Established relationships with real estate agents through networking and one-on-one meetings
- Mastered outbound sales calls to garner new business
- Create lunch and learned around credit, mortgage products and guidelines
Branch Manager IV
OneAZ Credit Union
10.2015 - 08.2017
- Establish sales, business and member generation plans
- Make independent decisions to perform the most efficient operations, procedures, and P&L statements
- Proactive sales for both current and prospective members to secure the scheduling of one-on-one meetings
- Conducted independent analysis and assessments to resolve issues
- Supported team development and performance, coaching to areas of opportunity
Executive Banking Relationship, Vice President
National Bank of Arizona
08.2014 - 10.2015
- Managed customer portfolio of over $15M
- Completed portfolio reviews on a quarterly basis for all clients which included examination of accounts to determine client is receiving correct product, verified all clients were FDIC insured and educated clients on updated information
- Successfully met sales goals on a quarterly basis
Branch Retail Executive IV, Assistant Vice President
BBVA Compass Bank (Now known as PNC Bank)
05.2010 - 08.2014
- 2011 #1 branch for Southern Arizona District
- Dual Branch Retail Executive (managed and lead two locations 2013 - 2014)
- Coordinate monthly meetings with associates to review personal development plans and to celebrate successes
- Responsible for operational audit procedures
- Supervised branch general ledger accounts
- Completed branch operational duties including monthly and yearly audit
- Maintained relationships with key branch customers
- Broke down strategic problems
Personal Banker
Wells Fargo Bank
09.2009 - 05.2010
- Responsible for daily sales goals and account maintenance
- Processed Loan Applications
- Met sales goals on a quarterly basis
- Client relations
- Teller Coaching
- Notary Services
Financial Service Advisor IV Acting Manager Assistant Branch Manager
Irwin Union Bank
12.2006 - 09.2009
- Oversaw consumer and business portfolio of $16MM consisting of checking, MMIA, savings and CD accounts
- Headed consumer loan portfolio of $300M consisting of Home Equity Lines of Credits and Installment Loans
- Met sales goals on a quarterly basis
- Performed a variety of sales and decision making for banking clients
- Completed portfolio reviews on a quarterly basis for all clients which included examination of accounts to determine client is receiving correct product, verified all clients were FDIC insured and educated clients on updated information
- Completed branch operational duties including monthly and yearly audit
- Independent Decision Making
- Staff Scheduling
- Cash Handling
Education
Diploma -
Silver High School
Silver City, New Mexicoundefined
Dona Ana Community College
Las Cruces, New MexicoSkills
- Leader/Team Developer
- Microsoft Office 2003
- Excel
- Adobe Acrobat
- Data Analysis
- Critical Thinker
- Active Listener
- Pipeline Management
- Effective communicator
- Focused
- Detailed
- Organized
- Self-starter/Adaptable
Certification
Harvard Business Mentor, Completed 48 On-Line Course Hours
Recipient of 2024 TOP Performer
Results-driven top performer at BMO Bank with a proven track record of exceeding performance targets, driving sustainable growth through customer-centric strategies, and strengthening primary banking relationships. Known for disciplined execution, ethical decision-making, cross-functional collaboration, and alignment with BMO’s values and risk culture.
Timeline
Regional Sales Manager, Vice Presisent
BMO Bank
07.2025 - Current
Bank Manager, Vice President
BMO Bank
01.2023 - Current
Mortgage Customer Specialist III
U.S. Bank Home Mortgage
05.2021 - 01.2023
Mortgage Loan Assistant
U.S. Bank Home Mortgage
10.2018 - 05.2021
Senior Relationship Banker, Officer
Bank of the West
02.2018 - 10.2018
Mortgage Loan Apprentice
Summit Funding
10.2017 - 02.2018
Branch Manager IV
OneAZ Credit Union
10.2015 - 08.2017
Executive Banking Relationship, Vice President
National Bank of Arizona
08.2014 - 10.2015
Branch Retail Executive IV, Assistant Vice President
BBVA Compass Bank (Now known as PNC Bank)
05.2010 - 08.2014
Personal Banker
Wells Fargo Bank
09.2009 - 05.2010
Financial Service Advisor IV Acting Manager Assistant Branch Manager
Irwin Union Bank
12.2006 - 09.2009
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Dona Ana Community College
Diploma -
Silver High School