Rafael Macias

• Partnered with national and regional leadership to design and implement BI frameworks, aligning KPIs and sales strategies across 800+ branches.
• Automated ETL pipelines and eliminated manual reporting, reducing delivery time by 40% and increasing data reliability.
• Conducted advanced SQL and Excel analyses to generate actionable insights for senior leadership, driving strategic decisions in retail banking.

Data Analytics – CLCM (Customer Lifecycle Management)

• Built and maintained a payroll churn analytics dashboard for the Customer Lifecycle team, enabling earlier detection of at-risk clients and providing actionable insights two weeks faster than the previous reporting process.

Business Management

• Worked with Data Solutions team to add Market Share section to Web Platform.

(Progressed through multiple roles: Junior, RM, Premier Remote and Premier-Advanced RM)

• Managed and grow the most important investment client portfolio in the Monterrey North region, consistently surpassing acquisition and retention targets.
• Led placement of key financial products (mortgages, auto loans, investments, checking accounts), driving growth across retail and business banking segments.