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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE Bellevue, WASUMMARYClient focused financial services professional with proven success in acquiring new and advancing existing consumer and business banking relationships by utilizing my skills and abilities to collaborate with internal and external partners in order to design and implement comprehensive financial service solutions.SKILLSTrusted Advisor- Strong knowledge of financial industry and current market conditionsStrategic Thinking - problem solving, decision making to build long lasting relationship.Technical Expertise Deep knowledge of personal and commercial credit products.Revenue Driver - Focus on creating and driving revenue growth and balances.Enterprise Mindset Professional presents within community and local businesses.Effective Sales Approach - Structured sales methodologies, client centered.Risk Management Effective risk management/reward trade-offs.EXPERIENCEVice President, Private Bank Relationship Manager, Columbia /Umpqua Bank, June 2018 - April 2024Relationship Manager and Financial Advisor to clients with complex needsFull range of core Business/Personal Banking productsFocused on acquiring new relationships as well as managing and growing existingBusiness Banking direct lending experience with a focus on business development and relationship managementBusiness credit training & experience (SBA, SBLC, SBA Express) (5-15mm)Consumer credit experience HELOC, Personal Secured and Unsecured LOCCash management solutions.Merchant ServicesDeposit Balance GrowthAdditional Business Strategies: trust, insurance, investmentsAssistant Vice President, Private Client Banker, JP Morgan Chase, 2008 - 2018Provided investment and financial planning advice to high-net-worth clients.Developed and maintained relationships with qualified clients.Successfully built a book of business through effective networking in local community and teamwork (internal and external partners)After deep profiling and assessing clients needs, direct referrals to financial advisor and other partners ( loans, business banking, insurance and trust)Assistant Vice President, Private Banker, Wells Fargo, 2004 - 2008Performed sales activities to develop new relationships with high-net-worth clients.Provided clients with financial services and products to meet their individual banking needs.LICENCES & CERTIFICATESFINRA Series 6 and 63 LicenseHealth and Disability LicenseProperty and Casualty Commercial LicenseNotary Public 2008NMLSEDUCATION & AWARDSBA/MBA Seattle University10 consecutive years of president club winner |
