Roberto Bello Cajina - Director of Sales and Business Development, Thermasteel West

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Work Background

Office Automation Solutions, Inc.Executive Director, Partner

May. 2024 - May. 2025Livermore, California, United StatesStrategic Leadership: Develop and execute strategies to help businesses drive growth and market share by leveraging improved CX/UX tech, UCaaS, NaaS, document management solutions, B2B SaaS, including Xerox print press hardware and AI/ML-driven software and more. Team Management: Lead and mentor a high-performing client team, fostering a collaborative and results-driven culture, focused on the client. Revenue Growth: Guide teams to support industry leaders in achieving and exceeding revenue targets through strategic go-to-market strategy, market expansion and relationship building with key clients. Comprehensive Services: Oversee IT servicing and fleet services, ensuring integrated and efficient document management solutions for clients. Product Innovation: Align growth strategies with product development, staying ahead of industry trends and technological advancements. Customer Engagement: Deliver tailored solutions and exceptional service, ensuring client satisfaction and long-term loyalty. Operational Excellence: Streamline business development processes, leveraging CRM and analytics tools for efficiency and effectiveness. Market Expansion: Identify and pursue new market opportunities, representing the company at industry events and forging strategic partnerships.

ThermaSteel WestDirector of Sales

Oct. 2023Livermore, California, United States•Drive wholesale and retail distribution across the Western U.S., overseeing the entire project lifecycle •Lead sales and operations for a leading manufacturer of Steel Structural Insulated Panels used in sustainable residential and commercial construction. •Manage incoming estimate requests, leveraging detailed knowledge of Thermasteel panel systems to provide accurate cost assessments. •Oversee CRM activities and company pipeline development to track opportunities, manage client relationships, and forecast growth effectively. •Train and manage new agents/ distributors, providing onboarding, support, and product training • Draft and deliver impactful presentations to prospective clients and stakeholders, showcasing Thermasteel’s innovative solutions and project capabilities. •Monitor subcontractor performance, addressing any issues promptly to maintain project momentum and quality standards. • Collaborate with developers, architects, contractors and homeowners to scope projects, provide accurate bids, and secure financing. • Liaison with the manufacturing team to stay current on supply chain status, manufacturing pipeline, product updates, and more. • Provide strategic updates and data-driven insights to support executive decision-making and project alignment. • Create and refine product, sales, and marketing materials to support business development initiatives and client engagement. • Streamline internal workflows to improve team efficiency, operational output, and client satisfaction. • Proactively manage risk by staying apprised of industry regulations, building codes, and emerging construction norms, ensuring compliance and minimizing project liabilities. • Review contracts, plans, and specifications to fully understand project scope, terms, conditions, and schedules. • Travel to oversee installation of Thermasteel panels, ensuring adherence to installation guides, local codes, and best practices. • Track requests for submittals, RFI’s, and project docs

Wells FargoAffluent Client Segment Leader/ Lead Sales Enablement Consultant, VP

May. 2018 - Apr. 2023Greater East Bay RegionResponsible for influencing and leading the success of Wells Fargo’s Affluent Customer Strategy. This includes having strong regional relationships with Branch Banking, Wealth and Investment Management, Home Lending, and Business Banking. Play an active role in the hiring process, development of, coaching, and leadership of premier bankers. Work to ensure the bankers deliver an outstanding client experience while growing relationships by positioning the offerings that help benefit their financial needs. -Drive consumer deposits, investments, commercial lending, small business and consumer lending business through regional team of licensed bankers. -Drove B2B growth through tech-enabled lending platforms, combining financial product expertise with scalable sales strategy in regulated markets. -Spearheaded adoption of enterprise CRM and digital sales processes post-COVID, enhancing remote onboarding, document handling, and compliance workflows across licensed banking teams. -Data analysis using various systems i.e., Power BI, Workday, Tableau reports/dashboards to support/enhance business trend reviews as well as presentations to internal partners, employees and leaders -Drive, inspect and support effective management of investment and complex lending referral pipeline between licensed bankers and financial advisors, the private bank and business banking groups. -Attract, hire and development licensed bankers through effective recruiting collaboration -Support bankers in developing long term relationships through effective client management using multiple CRM platforms, including Salesforce CRM -Analyze KBIs and leverage key business metrics to support overall business growth strategy

Wells FargoDistrict Manager, VP

Jul. 2015 - Jun. 2018Palo Alto, California, United States-Lead, managed and developed a team of 8 branch managers to ensure an exceptional customer and team experience, manage risk, and support growth across multiple branch locations -Identified and recommended process improvement opportunities to partners by ensuring that colleagues are aligned with applicable regulations, policy and procedure requirements, operational expectations, audit, and escalation processes -Determined appropriate strategies and actions of the regional banking team to meet the regional branch objectives, including growth, financial and risk objectives. -Interpreted and deployed branch performance objectives, and lead transformational changes in the region -Collaborated with partners, peers, and other leaders to analyze and understand the trends in the business and execute strategies in alignment with internal goals while managing risk -Managed allocation of people and financial resources for Regional Banking -Fostered a culture of talent development to meet business objectives and strategy for clients and the surrounding community

Wells FargoSenior Branch Manager, AVP

Dec. 2010 - Jul. 2015Union Trust Office - San Francisco, CA-Hiring, coaching, and developing of specialized bankers, tellers and operations leader -Experience building and maintaining effective relationships with customers and internal partners -Develop and support bankers in identifying complex financial needs in order to provide recommendations on products and services to customers - Actively networked and represented Wells Fargo within the community - Developed culture of teamwork across all organizational levels. Reinforced flexibility, collaboration, and adaptability - Drove customer service, operations, or financial service management within a high volume, fast paced and constantly changing locations - Effectively managed time and competing priorities, exercised independent judgment, and used critical thinking skills -Actively lead the team to influence, educate, and connect customers to technology and share the value of digital banking options -Managed business while leveraging multiple computer systems, applications, and utilized search tools to find information - Responsible for ensuring knowledge and understanding of laws and regulations pertaining to the banking industry; compliance controls, risk management and loss prevention Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment. -Applied situational leadership and flexible coaching style, taking into account the needs and learning styles of a diverse team -Coach and develop team on making work-related outbound phone calls

Wells FargoAssistant Branch Manager

Aug. 2008 - Dec. 2010Pittsburg/Antioch/Brentwood , CA

Wachovia CorpMortgage Banking and Community Loan Officer

Jun. 2004 - Jul. 2008Walnut Creek, California, United StatesOriginated and closed high-volume residential loans, specializing in both conforming and non-conforming products. Closed 10.2 Million in lending 2004-2005. Founding member of the Wachovia Mortgage Advisory Council, representing California at Headquarters in Charlotte, NC. Provided tailored mortgage solutions to a diverse portfolio of clients, including first-time homebuyers and high-net-worth borrowers. Consistently ranked in top performance tiers for funded volume and client satisfaction. Lead district in internal referrals, with a closing ratio exceeding 40%. Led community outreach programs focused on financial literacy and homeownership education for underserved populations. Partnered with local real estate agents, builders, and nonprofits to expand referral networks and increase loan pipeline. Conducted comprehensive financial needs assessments to guide borrowers through pre-approval, underwriting, and closing. Maintained strict compliance with all regulatory requirements under HUD, Fannie Mae, Freddie Mac, and internal audit protocols. Successfully navigated borrowers through fluctuating interest rate environments with a focus on long-term financial wellness. Played a key role in maintaining community presence during the Wachovia transition, preserving brand trust and continuity of service.