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Business Portfolio Manager V.P Resume Example

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BUSINESS PORTFOLIO MANAGER V.P
Summary
Offering experience, in financial industry with extensive analytical and critical thinking skills, strong Business Management and sale proficiencies in the Business Banking Division. Seeking opportunity to apply acquisition experience, and thorough understanding of banking products from over 11 years of banking knowledge. I am result-driven, highly motivated and competitive professional, dedicated to exceeding client and corporate expectations with 13 years of progressive, corporate carrier in competitive markets both, large organizations and Start-Up environment, with B-to-C & B-to-B experience. I hold a B.A. degree in Business Communications from U.C.S.D. Core Strengths * Business Acquisition * Networking * Growth & Development * Business Management * Reports & Credit Analysis * Conflict Resolution & Retention * Business Acumen* B2B Cold Sales/Inside Sales * Closing Skills * Persuasive & Committed with Strong Communication & Negotiation skills * Market Penetration * PR Strategic & Action Planning * Natural Mirroring Ability * Graphs & Presentations * Salesforce * Data.com
Accomplishments
  • Market Level Recognition for being Top 10 of San Francisco/East Bay region, 2015. (Chase Bank).
  • Top Treasury Manager production Award, in 2014. (Chase Bank).
  • Awarded #2 in Deposit Growth, 2015. (Chase Bank).
  • Business Partnership Award, 2015 (Chase Bank).
  • Awarded top 2% of sales representative in region. Wells Fargo Financial).
  • Regionally recognized for developing and implementing a user-friendly data gathering system resulting in increase of lending product sales. (Wells Fargo Financial).
  • Consecutively produced @ 200% of Regional sales quota. (Wells Fargo Financial).
  • Recognition on Market Level for "Excellent Client service" by rapidly resolving client conflicts directly prevent loss of key accounts. (Wells Fargo Financial).
  • Successfully and consecutively exceeded the 100% quarterly goal at an understaffed branch by targeting ad penetrating local small-cap corporations. (Wells Fargo Financial).
  • Boosted sales revenue by 80% in only 6 months period through recovering dead accounts. (American CareQuest).
Experience
10/2013 to Current
Business Portfolio Manager V.PJ.P. Morgan Chase Bank － San Francisco, CA
  • Identifying and acquiring new relationships.
  • Managing a High Net-Worth Portfolio of Business Clientele.
  • Piloted a marketing campaigned to determine and develop bank exposure outside of standard baking parameters.
  • Networking & Lead Generation for new opportunities.
  • Manage and grow a high net-worth portfolio of existing, and new business clients.
  • Analyzing products and services for opportunities, to ensure profitability, portfolio penetration and to maximize retention.
  • Knowledge of business, finance, banking, credit and risk management to identify, recommend and promote the right product and solutions.
  • Partnering with 3 to 6 Retail Branches in San Francisco & Peninsula Market.
  • Collecting and analyzing a full financial package to identify lending goals and needs.
  • Maintaining and consistently growing a strong external business network for new opportunities, and a strong pipeline.
  • Work closely with internal partners such as Treasury Management, Private Client & Financial Advisers for proper channeling and closing deals.
  • Strong ability of utilization of all internal reports for identification of opportunity in revenue growth.
  • Consistently Involved in Community, Marketing, and Networking Events.
06/2013 to 09/2013
Relationship ManagerGridGain LDM International － Foster City, CA
  • Responsible for Account Management, international lead/account development & lead generation for UK.
  • amp; Asia Pacific.
  • Regions for In-Memory Computing and Data Management Platform Enterprise.
  • With focus on key markets such as: Financial Services, Government, Add -Tech, and Pharmaceuticals.
  • Targeting both Small to Medium & Fortune 500 Enterprises.
  • Understanding client goals, strategies & challenges to properly assess their needs.
  • Managing full sales cycle; initiate contact with Principle level targets, accurately qualify prospect, set meeting / present offer with tech lead (via GoToMeeting or Onsite), manage objections, direct involvement with client in support of product evaluation phase to fully understand their businesses, goals, strategies and challenges, close sale.
  • Deepening the relationship with existing customers though acquisition of new customers via OEM relationship.
  • Attended / Traveled to Conferences; Strata, QCon, Hadoop Summit, Boston Big Data Summit.
  • Use of Salesforce, Cirrus Insight, Data.com, Rain King.
  • Internal Wiki & GoToMeeting.
06/2012 to 06/2013
Account ManagerGridGain － Foster City, CA
  • IT industry / In-Memory Computing).
  • Initiated contact via cold-call to prospective clients/ accounts, schedule presentations and coordinate meetings with principal level personnel, followed-up & performed pre-sales activities.
  • Presented product demos with audio - visual equipment, and conducted on-site product-demos for end-users.
  • Participated in sales group meetings, which dealt with targets and forecasts, and reported on current market situation.
  • Maintained prospect database & ensured deliveries were carried out as agreed with customer.
07/2011 to 05/2012
Account Manager / Marketing Supervisor / LiaisonAMERICAN CAREQUEST － San Francisco, CA
  • B2B in New Vendor Account Acquisition - Vendor Account Relationship / analyze, prepare, and negotiate.
  • Developing and growing existing accounts by understanding their challenges and thus their needs.
  • Account retention and customer satisfaction.
  • Research and data gathering & gather competitor statistics data with results of service/services provided directly affecting results in increase of account penetration.
  • Serve as a liaison between client and intake department to ensure timely service and satisfactory results, thus acting as a client advocate through every step of the process.
  • Schedule and provided in-service training / demos and workshops to coach Doctors, Case Management teams, directors, nurses in company services and benefits.
  • Maintained a detailed database of existing accounts and prospects, detailed documentation of meetings and sales calls to facilitate stronger follow up.
  • Promote company's services through advertising and marketing both face-to-face and over the phone.
  • Implement and advance marketing ideas through a four phase strategic plan to grow company development.
  • Supervise all marketing and promotional activities including but not limited to designing materials, manage expenses & work with subject experts.
  • Implemented and design brochures and flyers for existing and new accounts.
  • Design and implement surveys to advance in account penetration and further increase account activity.
07/2007 to 06/2008
Branch Manager / Sn. Premier BankerWELLS FARGO BANK － San Diego, CA
  • Consumer Lending Sales Coach (Finance Industry).
  • Recruited and trained team members in identifying new opportunity and communication techniques with both internal partners as well as new customers.
  • Performed financial analysis, calculate DSR and LTV to qualify customer for consumer & commercial lending products.
  • Prospected new lending opportunities by analyzing various daily reports.
  • Exceeding monthly, quarterly and annual sales and service goals by retaining existing clients/ portfolio's and new business account acquisition.
  • Demonstrated excellent tactical coaching ability by being fully engaged in Bankers, CSSR, and Teller daily activities and action plans.
  • Held daily and quarterly meetings to identify and promote proper success of each employee, while maintaining a positive team environment.
  • Worked closely with partners to grow existing portfolios and expand relationships.
  • Implemented "outside the box" thinking and executed effective marketing strategies to increase sales opportunity.
  • Promoted Community outreach events to educate the new generation in basic banking skills.
02/2001 to 05/2007
Premier BankerWELLS FARGO BANK － San Francisco, CA
  • Finance Industry) Earned "Top Seller Awards" for consecutive quarters in 2004, 2005, 2006 and 2007.
  • Build and maintain strong client relationships and positive team environment.
  • Opening and managing diverse customer accounts to attain target sales goals.
  • Deepening partner relationship by recognizing opportunities and cross-selling business lending and consumer/business investment products.
  • Manage a full sales cycle.
  • Recognized new lending sales opportunity by applying a self-developed user-friendly form.
  • Structure and negotiate loan transaction, prepare loan proposals to underwriter for approval.
  • Strongly contributed to corporate goals by initializing and managing relationships with previously untouched client base.
  • Trained new employees in recognizing lending (HELOC) opportunity and structuring/calculating DSR for lending in-effect, directly increasing loan volume pipeline growth both Branch and Regional.
Education and Training
2010
B. A: CommunicationsU.C － San Diego, CA.Communications
2003
A. AHonors Fine Arts, Skyline College － San Bruno, CA.
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Resume Overview

Companies Worked For:

  • J.P. Morgan Chase Bank
  • GridGain LDM International
  • GridGain
  • AMERICAN CAREQUEST
  • WELLS FARGO BANK

School Attended

  • U.C
  • Honors Fine Arts, Skyline College

Job Titles Held:

  • Business Portfolio Manager V.P
  • Relationship Manager
  • Account Manager
  • Account Manager / Marketing Supervisor / Liaison
  • Branch Manager / Sn. Premier Banker
  • Premier Banker

Degrees

  • B. A : Communications
    A. A

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