Senior Relationship Manager, 05/2010 to Current JP Morgan Chase Bank – Sacramento, 95841, CA Develop and manage a portfolio of high value business clients with annual revenues of $3 million - $25 million. Provide excellent customer service and cross sell lending, deposit, and cash management products. Monitor the profitability growth of the portfolio and assist with the monitoring of loan portfolio. Assist branch staff and business owners with credit needs of $250,000 or above.
Business Development Representative, 10/2005 to 04/2010 California Bank & Trust (Zions Bank) – Roseville, CA Developed new Business Banking relationships with primary focus on commercial real estate lending. SBA and conventional financing, owner occupied and investor products.
Relationship Manager/Business Development Officer, 09/1999 to 09/2005 Bank of America – Auburn CA Managed a portfolio of high net worth business clients in the first years and then transferred to a Business Development Officer position to allow me to focus on commercial lending products.
Premier Client Manager, 06/1983 to 08/1999 Wells Fargo Bank
Business, 1982 Secondary Business School and Commercial Industrial Apprenticeship - Germany