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Vice President/Business Relationship Manager

Business Relationship Manager/Vice President-Business Banking Executive

Albuquerque, NM

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Twenty five years of progressively responsible sales, management, finance experience which includes the following: 
 
• Commercial/Consumer/Construction & Residential Lending 
• Cash Management Products 
• Small Business Administration Loans 
• Government Securities/Mutual Funds 
• Marketing Specialist 
 
Major strengths are in providing quality customer service to encourage customer retention and P&L growth combined with excellent communication and interpersonal skills to quickly establish a strong sense of trust, competence and professionalism with customers, colleagues and senior management. 
 
Additional qualities: Highly motivated; thrive in challenging situations, project a professional image in accordance with organizational objectives, committed to producing results above and beyond what is expected, superior in business development; bringing new relationships into the bank.

Authorized to work in the US for any employer

Work Experience

Vice President/Business Relationship Manager

JP Morgan Chase
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Del Mar, CA
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July 2012 to November 2015

Responsibilities 
Manage a portfolio of business clients with business lending, deposit management, Treasury Services. Business Development activities in the community to bring new business relationships. Coach and mentor the branches and partners in business banking to reach Business Banking goals.  
 
Accomplishments 
Within the first year I have exceeded the business lending goals and deposit goals that were set for the quarterly goals. Received quarterly awards for exceeding these goals. Increased business in the territory that I cover and coached branch personnel to look for opportunities to help our clients and at the same time make their goals. Successfully managed a portfolio of select business clients. 
 
Skills Used 
My past business lending and deposit acquisition expertise has helped me to excel in this position. Team partnerships and coaching and past management background has assisted me to motivate the branches that I work with to exceed in their goals.

Senior Business Banking Officer/ VP/Senior Business Development Officer/VP

BBVA-Compass Bank
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Albuquerque, NM
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July 2003 to April 2012

• Business Development and liason for corporate/branches 
• Primarily responsible for coaching Branch Managers in Business Banking 
• Community business development-SBA, Treasury Management, Investments 
Managed small portfolio of top Commercial Clients 
• Individual goals and District goals-exceeded goals in all areas 
• Annual Gold Club-top ten percent of entire bank, consistently recognized 
• Responsible for goals in New Mexico-ABQ, Las Cruces, El Paso region with team building, marketing, coaching, mentoring

Business Banking Officer/Vice President/Sales Manager

U.S. Bank
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La Jolla, CA
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January 2001 to May 2003

• Business development of loans and products for a specific territory, commercial credit experience, treasury management, cash management. Recognized for top sales.

Financial Services Manager /Assistant V.P

Union Bank of California
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National City, CA
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February 1999 to December 2000

• Manage sales and operations of branch and four account executives 
• Responsible for Cohen Brown classes for staff, business development and community activities 
• Consistently recognized for exceeding all sales goals in region.

Financial Services Officer

City National Bank
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Carlsbad, CA
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March 1998 to January 1999

• Promotion of new branch office. Responsible for business development, commercial loans, small business administration loans, letters of credit, consumer loans, credit compliance of banking regulations, cash management products, treasury management sales and international sales.

Senior Account Executive

Home Savings of America
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Carlsbad, CA
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April 1996 to February 1998

•Sales Branch Manager, responsible for the sale of all bank products. 
• Exceeded goals in all areas. 
• Business and Consumer  
• Consistently recognized for helping district to achieve sales goals

Business Development Manager

La Jolla Bank
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La Jolla, CA
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June 1988 to November 1993

• Successfully created a "money desk" department for the bank. These funds were used to fund various real estate construction/commercial loans 
• Managed investment portfolio, responsible for finding the most competitive rates and investments. 
• Handled "jumbo retail customers". 
• Involved with various charitable organizations and acted as community liaison. 
• Attended weekly business/social meetings representing the bank. 
• Key individual in telemarketing and sales. Coaching staff in sales. 
• CRA Officer, responsible for compliance.

Municipal Bond Specialist / GNMA Trader

Spelman & Co
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La Jolla, CA
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March 1984 to September 1986

• Responsibilities included: maintaining a client book and also for trading government securities and mutual funds. 
• Trading desk- treasuries, municipal bonds, mutual funds  
• Conducted sales seminars for potential clients.

Investment Banker

R.B. Marich Inc
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Las Vegas, NV
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February 1983 to December 1984

• Responsible for maintaining client base trading equities, bonds, and mutual funds. 
• Officer trader manager connection to main office in Denver. 
• Responsible for hiring new account executives and balancing of branch daily.

Account Executive/Stockbroker

Gattini& Co
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New York, NY
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January 1981 to January 1983

Responsibilities 
Raised equity for new companies going public.  
New Issues/IPO 
Maintained client book 
Source of contact for Las Vegas office to New York office 
Opened new branch in Las Vegas Nevada  
 
Accomplishments 
Successful in providing new funding for over 200 new IPO's  
Coordination of offices. Manage set up, recruit new sales officers, due diligence meetings.  
 
Skills Used 
Series 7, Series 63

Teller Supervisor

Central Federal S&L
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San Diego, CA
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May 1977 to March 1981

• Promoted from part time teller, vault teller, senior teller. 
• Responsible for compliance in the branch, supervision, balancing of nine tellers and evaluations and reaching branch goals for retention of liquid deposits.

Education

Certificates in Banking, Lending, Cash Flow, Underwriting, Customer Relations, Business Development, Deposit Retention, Human Resources, Attracting Right Candidates, Management, Counseling Employees, Business Strategies, How to successfully manage your Company, The Entrepenure

American Banking Institute
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San Diego, CA

January 1990 to January 2000

BA in Behavioral Science Degree

National University
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San Diego, CA

January 1996 to January 1998

Finance

University of Nevada
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Las Vegas, NV

1982 to 1983

Liberal Arts

Grossmont College
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El Cajon, CA

1977 to 1980