Commercial Sales Executive

• Jan 2023 - Present

Insurance Specialist

• Mar 2021 - Dec 2022

President of Orange County Chapter

• May 2021 - Aug 2022

Branch Manager

• Apr 2020 - Dec 2020

Vice President: Sr. Branch Manager

• Jul 2018 - Apr 2020

• Increased balance growth of 12% from 2018 to 2019 by holding monthly strategic staff meetings in order to prioritize staff efforts and achieve goals. • Created a development plan for all bankers in order to move bottom 5% to top 30% from 2018-2019 • Met mortgage and investment goal by 125% in acquiring new clients for 2019 • Trained employees to build and maintain customer relationships, identify business opportunities and promote bank’s products and services. • Actively… Show more • Increased balance growth of 12% from 2018 to 2019 by holding monthly strategic staff meetings in order to prioritize staff efforts and achieve goals. • Created a development plan for all bankers in order to move bottom 5% to top 30% from 2018-2019 • Met mortgage and investment goal by 125% in acquiring new clients for 2019 • Trained employees to build and maintain customer relationships, identify business opportunities and promote bank’s products and services. • Actively corrected any and all compliance deficiencies as identified through internal and external audits within deadlines • Oversaw completion and submissions of required internal reports and perform monthly operational assessments. Conducted any new and high-risk account site visits. • Actively searched and participated in community outreach and activities that were beneficial to the organization through relationship building. Show less • Increased balance growth of 12% from 2018 to 2019 by holding monthly strategic staff meetings in order to prioritize staff efforts and achieve goals. • Created a development plan for all bankers in order to move bottom 5% to top 30% from 2018-2019 • Met mortgage and investment goal by 125% in acquiring new clients for 2019 • Trained employees to build and maintain customer relationships, identify business opportunities and promote bank’s products and services. • Actively… Show more • Increased balance growth of 12% from 2018 to 2019 by holding monthly strategic staff meetings in order to prioritize staff efforts and achieve goals. • Created a development plan for all bankers in order to move bottom 5% to top 30% from 2018-2019 • Met mortgage and investment goal by 125% in acquiring new clients for 2019 • Trained employees to build and maintain customer relationships, identify business opportunities and promote bank’s products and services. • Actively corrected any and all compliance deficiencies as identified through internal and external audits within deadlines • Oversaw completion and submissions of required internal reports and perform monthly operational assessments. Conducted any new and high-risk account site visits. • Actively searched and participated in community outreach and activities that were beneficial to the organization through relationship building. Show less

Assistant Branch Manager of Sales

• Oct 2017 - Jun 2018

• Supervised teams to ensure business growth and success, continuously evaluating and updating processes to ensure optimal performance and productivity within a competitive market. • Executed full-scale management of 20,000 client relationships totaling $850 M+, resulting in increased deposit and investment growth. • Implemented business growth strategies to expand the book of business. • Performed due diligence of customer accounts in order to identify, mitigate, and prevent… Show more • Supervised teams to ensure business growth and success, continuously evaluating and updating processes to ensure optimal performance and productivity within a competitive market. • Executed full-scale management of 20,000 client relationships totaling $850 M+, resulting in increased deposit and investment growth. • Implemented business growth strategies to expand the book of business. • Performed due diligence of customer accounts in order to identify, mitigate, and prevent financial crimes and potential losses. • Led the recruitment, hiring, training, and development of branch staff. • Facilitated regular staff meetings in order to prioritize staff efforts and to achieve strategic goals.

Private Client Banker, Manager on Duty and Small Business Specialist

• Jun 2010 - Oct 2017

• Assisted with the management of 35,000 client relationships with a total of $1.8B in deposits. • Earned a series of promotions due to leadership, exceptional sales, and operational excellence • Oversaw daily operations and supervised over 50 employees to ensure employee-level compliance during daily operations and with regulatory training. • Cultivated relationships with clients in order to maximize the customer experience, increase customer satisfaction and foster increased client… Show more • Assisted with the management of 35,000 client relationships with a total of $1.8B in deposits. • Earned a series of promotions due to leadership, exceptional sales, and operational excellence • Oversaw daily operations and supervised over 50 employees to ensure employee-level compliance during daily operations and with regulatory training. • Cultivated relationships with clients in order to maximize the customer experience, increase customer satisfaction and foster increased client retention. • Responsible for generating growth in deposit balances, investments, and loans by partnering with bank specialists. • Streamlined communications with banking customers in order to verify transactions, successfully minimizing the instances of fraud.

Retail Mortgage Banker

• Apr 2006 - Jun 2010

• Analyzed client’s cash flow, risk tolerance, and financial objectives to propose a customized mortgage structure that meets the client’s needs and falls with the Firm’s risk parameters. • Partnered with Bankers, to deliver sophisticated home lending solutions to banking to clients.

Airman

• 1999 - 1999