Experience

• 

  First Northern Bank

  • Vice President, Business Services Officer, Team Leader

    • May 2019 - Present

• 

  Roseville Area Chamber of Commerce

  • Roseville

  • 2018 President

    • Jan 2014 - Dec 2019
    • Roseville

• 

  SAFE Credit Union

  • Folsom Ca

  • Business Deposits Manager

    • Mar 2016 - May 2019
    • Folsom Ca

    Responsible for developing and implementing the business deposit services roadmap as well as a business relationship management team. Develop and provide all Business Banking training for retail branches as well as relationship management training for the team. Assist sales teams with complete business deposit documentation and checklists and communicate with management of status of pending projects. Assisted in the customization of SAFE’s instance of Salesforce. Subject matter expert and resource to all other departments, retail, and business members. Manage business- banking vendor relationships. Identified product needs such as cash management services including; ACH origination's, business online portal, online wires, and ACH positive pay. Collaborated with several departments to implement new products and services. Grew business core deposit portfolio by 57% in 3 years

• 

  California Bank & Trust

  • Roseville Ca

  • Vice President, Relationship Banker

    • Sep 2014 - Mar 2016
    • Roseville Ca

    In my role as a relationship banker, I am most passionate for the opportunity to meet with business owners, focusing in Roseville community.For my clients, I integrate my 20+ years of banking experience with an in-depth understanding of their strategies and operations. I am a trusted partner in my clients success by providing efficiencies and ideas,Including: Preferred SBA lender, Commercial Mortgages,Equipment Loans and Leasing, Business Loans and Lines of credits, International Banking Services,Treasury Management, Wealth Management, Residential Mortgages, Home Equity Line and loans (Investment and Owner Occupied)

• 

  River City Bank

  • United States
  • Banking
  • 200 - 300 Employee

  • VP, Client Relationship Manager

    • Jan 2009 - Sep 2014

    I am responsible for providing exceptional service to the Bank’s high net worth consumers and business clients facilitating ease of doing business and enhancing the client experience. I have expertise in financial services and act as a knowledgeable resource for clients and potential clients. I am responsible for developing deposit and lending relationships with clients; promoting business for the Bank through relationship building .

  • AVP, Branch Manager

    • Jan 2009 - Apr 2011

    Manages sales, lending, operations and staff to maximize profitability of the full-service branch. Develops new and existing personal and small business banking relationships; grows branch portfolio including deposit and lending products. Supports branch sales goals through business development efforts. Has overall responsibility for sales, customer service, operations, security and staff productivity. Attends and participates in community functions to represent the Bank.

• 

  TruGreen LandCare

  • Commercial Sales Manager

    • Oct 2007 - Dec 2008

    Developing relationships with key decision maker within Commercial Property management, building owners, and developers. Selling landscape maintenance contracts to those key decision makers through consultative selling and effective presentations Developing respect as the “go-to” company for information on Green-initative landscape, LEED information, and water use efficiency

• 

  Mortgage Wholesale for Fremont Investment and Loan/EquiFirst Corp

  • Wholesale Mortgage Account Executive

    • 2005 - 2008

    Developing and servicing loan business through mortgage brokersReceiving calls on advertising and/or making cold calls Developed a successful broker route of over 50 brokers with 0 to start. Meeting with mortgage brokers to promote loan products. Providing lunch and learns, one-on- one training with new LO’s, thus developing long term relationships. Following up to generate business and resolving problems Assisting brokers in submitting loan packages for processing and working with brokers and/or residential real estate account managers to obtain additional information Participating in networking activities, improving sales abilities and increasing knowledge of residential lending industry trends and practices

• 

  American Heart Association

  • Executive Director

    • Jun 2000 - 2005

    Developed relationships with Cardiologists, Neurologists, Physicians, and Business leaders in community to have leadership positions in events and Board of Directors.Hire and oversee success of staff of fundraisers and program implementers to further the mission of the AHA. Staff numbers varied from 17 – 22. Maintained all “A” players in Sacramento Division.Earned position on the Senior Revenue Team that oversees the actions of the Affiliate, which consists of California, Nevada, and Utah. Oversee the implementation of 3 National Pilot projects. Secured top-level sponsorships from hospitals and businesses. Developed cultivation plan for sponsors and donors. Built an active high-impact, 35 member Board of Directors. Developed annual budget and operated within budget each year.Received top office awards each year as well as Executive Director of the Year for 02-03.Increased revenue generation from a net of $650K to $1.9M in 4 years for research in heart disease and stroke

• 

  Westamerica Bank

  • Financial Sales Officer

    • May 2000 - Oct 2000

    Managed and developed a client portfolio of business clients, serving both their personal and business needs

• 

  Bank of America

  • VP, Business Relationship Manager

    • 1990 - 2000

    Vice President, Small Business Banker – Sacramento, CA – (11/97 – 5/90)Managed and developed a client portfolio of approximately 250 high-value business clients, serving both their personal and business needs. Analyzed the client’s financial and operating strategies and recommended alternative financial solutions to best meet client’s personal and business needs. Took ownership of complex or difficult problems with quick resolution for both the customer and the bank. Actively developed partnership with Banking Centers and other internal networks. Achieved the title of Vice PresidentAssistant Vice President, Consumer Financial Relationship Manager – Fresno, CA – (10/96 – 11/97)Effectively managed a portfolio of 800 high-value consumer clients. Worked with staff from 8 branches to develop their customers to be eligible for my portfolio Handled all portfolio customer needs such as real estate and home-equity loans, investments requests, account activity, and financial growth Achieved Annual Gold Club in 1997Financial Services Officer - Manchester Branch – (11/95 – 10/96)Analyze Customer needs to generate and close sales, and meet branch and bank goals. Assist with the development and implementation of branch marketing and sales plans. Contribute to the success of a prototype office by effectively Implementing new operational procedures. Accomplishments: Selected by District and Regional Management to train entire district on all sales procedures.Senior Financial Services Officer/Greeter – Manchester Branch – (11/94 – 9/95) Developed and carried out Greeter position and responsibilities to greet customers and ascertain their needs. Assisted in the development of a Training Manual for the Greeter position. Trained Sales Associates from other branches to implement Greeter position throughout the Fresno District.