Dynamic, ambitious and seasoned Sales and Operations leader with a proven track record of leading consistent growth, revenue generation and profitability results through an exceptional ability to build strong client relationships, secure retention and identify new business opportunities.  Business acumen, start-up leadership, financial savvy and entrepreneurial skills as well as the strength to identify, pursue and capture high profile clients.   Eager to contribute 20+ years of consistent success and ability to achieve results despite economic conditions toward supporting the business development goals of a progressive employer in a leadership role.  Core competencies include:

 

   Asset and Liability Management

   Risk Assessment/Liquidity

   Critical Relationship Development

   Persuasive and Effective Speaker

   Strategic Planning and Execution

   Quickly Gain the Trust/Cooperation of Others

   P&L/Budget Accountability

   Strong and Effective Leader/Team Builder

   Develop Complex Analytical Models

   Build Strong Client Alliances

 

Professional Profile

 

   Utilize strong communication skills to motivate team to higher standards of performance, resulting in increased sales and tighter cost-control which allowed growth despite economic conditions.

   Strategic leader with the ability to define benchmarks for measureable results, ideate and deploy tactical solutions that drive business processes and enhance business results.

   Reputation for ethical character, integrity and dedication to the team and their individual success; open door manager and proponent of empowerment and accountability.

   Accountable in a high-profile executive role, overcome complex business challenges and make high-stakes decisions within fast-paced, high-pressure environment using experience-backed judgment, innovation, strong work ethic and integrity.   

   Recognize and capitalize on market trends, leverage solid knowledge of industry behavior to develop marketing plans that clearly position and reposition, develop brand awareness, align perception and create distinction among competitors.

 

 

2009 to Present:  Union Bank, Xxxxxx, CA - Senior Relationship Banker

   Drive business development and revenue results by leveraging a deep and rich understanding of competitive landscape and market trends to formulate tactical prioritization strategies to identify and close new business opportunities.

   Perform in-depth client needs assessment to identify potential solutions to meet clients financial planning goals; interact with high net-worth account base to communicate recommendations, capitalize on potential cross-sell opportunities, and establish trusting business relationships.

   Maintain a continuous study of financial news, reports, digests, and financial services to keep informed of economic and financial conditions affecting markets, communicate findings and suggestions to optimize client returns.

   Effectively manage Priority-Banking Portfolio; target local business professionals in the community center of influence to secure banking relationships; lead marketing, promotions and community relations initiatives to position organization as a premier provider of banking services in the region.

 

2008 to Present:  Executive Assistant Group,  Xxxxxx, CA - Owner & Senior Business Consultant

   Lead business development and relationship management strategies to network and obtain affiliated partnership agreements with key clients in a variety of industries.

   Provide competitive banking analysis services and develop high performing sales and services strategies that impact clients bottom line performance; evaluate operational efficiencies and opportunities and contribute to formulating pricing strategies, customer service indicators, and operations enhancements.

 

2004 to 2008:  U.S. Bank NA, Xxxxxx, CA - VP & Bank Manager/VP & Corporate FX Trader

   Managed corporate trading activities; identified risk mitigation factors, capitalized on market opportunities to generate maximized FX revenue.

   Designed and executed retail and small business FX strategy while establishing a new book of business and FX portfolio; collaborated with Business Banking Officers and Client Managers to acquire, retain and expand client relationships and commitments.

 

2000 to 2004  Wells Fargo, Long Beach, CA - VP, National Sales Service Manager/Bank Manager

   Spearheaded operations, customer service and financial goal setting strategies for this start up operations; performed in-depth market analysis to identify opportunities, and formulated tactical business plans to support aggressive goals for revenue and profitability results.

   Led recruiting, hiring and training initiatives to assemble a high performance team; monitored and maintained all communications messaging, marketing and PR strategies to optimize brand awareness and drive market penetration goals.

   Provided leadership and oversight for the creation of Membership Services and Business Specialist Programs; led restructure of the foreign exchange trade area, and established standardized policies and procedure to create cohesion and business continuity.

   Integral contributor for the inception and implementation of the banks company wide foreign exchange system; managed foreign currency balances, minimized risk exposure and negotiate wholesale and retail price with vendors in 26 countries.

 

Additional Related Experience

 

1993 to 1999:  US Bank, Portland, OR - VP & Retail Sales Manager

1985 to 1993:  Security Pacific Bank, Portland, OR - AVP & Bank Manager

 

Education/Professional Development

 

Portland State University: Western Banking School, North west Banking School