Successful Sales Professional with 17+ years of Banking experience. Forward thinking with solid history of Accomplishments in all roles held within the industry. Team player with the ability to adapt to new organizational cultures.
Overview
18
18
years of professional experience
Work History
VP, Business Banker
Umpqua Bank
Seattle, WA
11.2020 - Current
Relationship Manager with extensive Client Portfolio of both Loans and deposits covering Lynnwood, Northgate and Phinney Ridge locations.
Acts as a Private Banker for Business owners in the 1MM to 15MM revenue space
Cash flow specialist with Treasury, Merchant and Credit card Sales experience
Substantial commercial Credit training including custom lending
VP, Small Business Relationship Banker
Umpqua Bank
Seattle, WA
02.2017 - 11.2020
Worked with Small Businesses ranging from 100k to 5MM in revenue size.
Built Portfolio of Small Businesses while covering the Northgate, Ballinger and Lynnwood Locations.
Developed and executed strategic plans to support the vision of the organization.
VP, Store Manager
Umpqua Bank
Seattle, WA
03.2011 - 02.2017
Managed Branch Staff of 6-7 Employees while being responsible for extended hours including Saturdays
Successfully grew Branch deposits and loans which resulted in winning multiple high level awards
Maintained Collaborative relationships with Business Partners including Merchant, treasury, Private Banking and Commercial
Personal Banker
Umpqua Bank
Seattle, WA
09.2006 - 02.2011
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Provided customer service to clients, including answering questions and resolving issues.
Cross-sold banking products such as credit cards, loans and investments.
Followed operational standards, promoting security, risk management and compliance.