Experience

Five Star Bank - California

• United States
• Banking
• 100 - 200 Employee

• VP Treasury Solutions Advisor

  • May 2022 - Present



Citizens Business Bank

• United States
• Banking
• 700 & Above Employee

• VP Treasury Management Sales Officer

  • Jul 2021 - Jul 2022

  West Sacramento, CA



Suncrest Bank

• Relationship Manager - Cash Management Solutions

  • Oct 2020 - Jul 2021

  West Sacramento, California, United States *Merged with Citizens Business Bank officially on 1/7/2022* Accountable for gaining, managing, and maintaining business bank relationships with deposits between $500,000 - $5 million that utilize/need cash management solutions. Prepared proposals, proforma’s, and product onboarding documentation for new and existing clientele. Self-sourced new clients and responded to Requests for Proposals for a few non-profit organizations. Coordinated with bank partners (Market Presidents, Customer Service… Show more *Merged with Citizens Business Bank officially on 1/7/2022* Accountable for gaining, managing, and maintaining business bank relationships with deposits between $500,000 - $5 million that utilize/need cash management solutions. Prepared proposals, proforma’s, and product onboarding documentation for new and existing clientele. Self-sourced new clients and responded to Requests for Proposals for a few non-profit organizations. Coordinated with bank partners (Market Presidents, Customer Service Managers, and Commercial Banking Managers) to develop additional client solutions through lending and personal deposits. Show less



Banner Bank

• United States
• Banking
• 700 & Above Employee

• Senior Business Banker VP

  • Sep 2018 - Oct 2020

  Provided full range of business banking solutions to businesses with annual sales of up to $40 million, with emphasis on commercial real estate, term loans, lines of credit and equipment lending. Offered streamlined loan application process for fast decisions and turn-around times. Direct calling with prospects and existing clients to focus on relationship building and retention. Conducted analysis of financial information to match bank solutions and products catered to each customer, including… Show more Provided full range of business banking solutions to businesses with annual sales of up to $40 million, with emphasis on commercial real estate, term loans, lines of credit and equipment lending. Offered streamlined loan application process for fast decisions and turn-around times. Direct calling with prospects and existing clients to focus on relationship building and retention. Conducted analysis of financial information to match bank solutions and products catered to each customer, including consumer solutions. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Business Relationship Manager

  • Apr 2016 - Sep 2018

  Sacramento, California Area Manage portfolio of small business clients to ensure they are in the best solutions. Provide lending and cash management solutions to help grow/expand business. Acquire new prospects that make an annual revenue of 1-5MM.

• Business Relationship Manager

  • Apr 2013 - Apr 2016

  Fremont/Milpitas/San Jose Manage portfolio of small business clients to ensure they are in the best solutions. Provide lending and cash management solutions to help grow/expand business. Acquire new prospects that make an annual revenue of 1-5MM.

• Business Banker

  • Oct 2010 - Apr 2013

  Milpitas Acquire and work personally with business clientele to ensure the best solutions for their line of business. Specialized in lending and cash management to clients who had annual revenues of 500k-1MM

• Personal Banker - Small Business Specialist

  • Sep 2008 - Oct 2010

  San Jose/Milpitas Worked in retail banking and provided excellent customer service by listening and providing solutions to clients based on their needs. Worked with small businesses with annual revenues of 100k-500k.

• Personal Financial Representative

  • Nov 2004 - Sep 2008