Experience

Coastal Community Bank

• United States
• Banking
• 300 - 400 Employee

• Vice President, Relationship Manager

  • Mar 2014 - Present

  I work with commercial clients to provide capital to help their businesses grow. I am motivated by deals that are challenging to get done. One of the aspects I enjoy about my role is the challenge and ability to creatively structure deals to meet client needs. In today's banking environment with constant mergers, name changes, and the revolving door of new people you've never seen, it's easy to feel alienated and unimportant. I firmly believe that banking is about relationships -- relationships built on trust.



Union Bank

• United States
• Banking
• 700 & Above Employee

• Business Relationship Banker

  • Feb 2012 - Mar 2014

  • Interviewed commercial loan applicants to ascertain clients needs, understand business financials and recommend appropriate loan structure. • Analyzed financial packages to determine credit worthiness using bank policies of debt service coverage and collateral valuation. • Top ranked Business Relationship Banker in the division for Q3 2012, Q1, Q2, Q4 of 2013. • Acquired new business banking relationships through cold calls, on-site presentations, referrals, and networking events. • Consulted with businesses to implement strategic financing to facilitate growth and sustainability.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Mar 2009 - May 2011

  •Advised clients on the best financial vehicles to achieve their goals based on interest rate, cost of capital, and cash flow. •Top ten bankers in region in mortgage production in 2010. •Top ten bankers in region in investment production 2009. •Tracked, reported and analyzed sales metrics to ensure sales pipeline metrics to meet aggressive goals. •Consulted with businesses to implement strategic financing to facilitate growth and sustainability. •Advised clients on the best financial vehicles to achieve their goals based on interest rate, cost of capital, and cash flow. •Top ten bankers in region in mortgage production in 2010. •Top ten bankers in region in investment production 2009. •Tracked, reported and analyzed sales metrics to ensure sales pipeline metrics to meet aggressive goals. •Consulted with businesses to implement strategic financing to facilitate growth and sustainability.



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Banker

  • 2007 - 2009

  .•Ranked #1 in new account production for Fifth Third Bank Corp in September 2007. •Ranked in the top 10 bankers for area investment production in 2007 and 2008. .•Ranked #1 in new account production for Fifth Third Bank Corp in September 2007. •Ranked in the top 10 bankers for area investment production in 2007 and 2008.



Global Training Network

• Kolkata Area, India

• International Liaison

  • Oct 2006 - Apr 2007

  •Presented complex training material in a cross-cultural context to groups of up to 400 people. •Managed finance, accounting and logistics required to host conferences in excess of 1000 participants. •Audited financial transactions of conferences and programs to ensure compliance, budget and qualitative organizational goals. •Presented complex training material in a cross-cultural context to groups of up to 400 people. •Managed finance, accounting and logistics required to host conferences in excess of 1000 participants. •Audited financial transactions of conferences and programs to ensure compliance, budget and qualitative organizational goals.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • 2005 - 2007

  •Interviewed loan applicants to determine credit needs and to ascertain the best financial vehicle for the client’s needs. •Educated clients in financial best practices with the goal of optimizing wealth creation. •Developed relationships with personal and business clients by understanding their financial needs and providing solutions to those needs with the highest level of customer service. •Interviewed loan applicants to determine credit needs and to ascertain the best financial vehicle for the client’s needs. •Educated clients in financial best practices with the goal of optimizing wealth creation. •Developed relationships with personal and business clients by understanding their financial needs and providing solutions to those needs with the highest level of customer service.