Alice Cordon
Mission Viejo,CA
Summary
Customer satisfaction and detail-oriented professional with over 20 years of experience in the financial industry. Proven track record of delivering exceptional client service. Skilled in problem-solving, relationship management and fantastic networking abilities with internal and external partners.
Overview
19
19
years of professional experience
Work History
Sr. Treasury Advisor
BMO Bank
04.2025 - Current
- Recently promoted to this position to join the Specialty Group to work with our Food Consumer and Agriculture clients.
- Onboard clients to the bank, prepare proforma and pricing analysis.
Client Delivery Specialist
BMO
09.2023 - 04.2025
- Successfully stepped into a Relationship Management role for several months to fill unexpected vacancies to avoid disruption or client departures, which resulted in an increase revenue by 15%.
- Support 5 Relationship Managers and their extensive portfolios to facilitate execution and resolution management.
- Help team of 8 colleagues other partners bank wide to offer training, operational enhancements and mentoring.
- Member of Employee Resource Groups (ERG's), Client Delivery Employee Experience, Lunch and Learn Councils and United Way Campaign Ambassador. Coordinate events, presentations, fund-raising and volunteer participation.
CBG Relationship Manager Associate
Bank of the West (Acquired by BMO)
11.2019 - 09.2023
- Provide sales, service, credit and client interfacing support to 3 Relationship Managers.
- Manage incoming requests accordingly for clients and including other divisions.
- Audit client records to ensure compliance is up to date and determine if any necessary processing guidelines needs to be addressed or enhanced.
- Conducted compliance audit for purpose of onboarding new clients or regulatory recertification's.
AVP/Treasury Management Officer III
CommerceWest Bank
06.2021 - 09.2021
- Successfully onboarded 50+ escrow accounts.
- Setup Treasury Services and train clients on online banking platform.
- Increased title and escrow clientele by 50%.
AVP/Account Officer III
CommerceWest Bank
04.2020 - 06.2021
- Promoted to this position to work out of Headquarters in Irvine with a focus in Commercial banking and portfolio’s over $1mm in deposits and loans.
- Worked alongside Specialty banking to grow a Title and Escrow division.
- Provided product and operational enhancement suggestions in order to offer escrow clients a smooth onboarding experience and make transitioning from an existing Institution a seamless process.
Client Service Manager
CommerceWest Bank
11.2019 - 03.2021
- Managed branch staff, daily operations, audits, training and assisting Commercial Banking team with their daily transactions.
- First month as Client Service Manager completed my first branch audit with a 100% accuracy.
- Assisted teller line with 5-100 daily transactions.
Specialty Clientele
Nano Banc
05.2019 - 10.2019
- Provided personal banking experience to Escrow, PACs, Commercial and Entertainment industries.
- Worked closely with BSA/Compliance to ensure proper onboarding and servicing of such high risk clientele.
- Successfully streamline audit processes to ensure high accuracy rating of 95%.
- Trained 6 existing and 3 new hires on onboarding clients to the bank, how to properly maintenance client activity and accounts.
Commercial Personal Banker, Property Managment
Mechanics Bank
08.2017 - 05.2019
- Managed high volume transactions for clients with portfolio's of over $100mm.
- Provided exceptional personal service to all clients, their third-party vendors and internal partners within the bank.
Business Development
SchoolsFirst Federal Credit Union
03.2006 - 03.2010
- Create business development opportunities and events with existing and new Junior Colleges, Private Colleges and Universities in OC, LA and SB counties.
- Worked closely with the Presidents of each College and University and staff to offer sponsorship opportunities on behalf of the SchoolsFirst FCU.
- Create and facilitate presentations, up to 150 staff and educators.
Education
Bachelor of Arts - Organizational Leadership
Chapman University
Orange, CA05-2010
Skills
- Event planning and management
- Fundraising campaigns
- Annual giving campaigns
- Employee engagement management
- Customer relationship management
- Adaptability
- Employee development
Timeline
Sr. Treasury Advisor
BMO Bank
04.2025 - Current
Client Delivery Specialist
BMO
09.2023 - 04.2025
AVP/Treasury Management Officer III
CommerceWest Bank
06.2021 - 09.2021
AVP/Account Officer III
CommerceWest Bank
04.2020 - 06.2021
CBG Relationship Manager Associate
Bank of the West (Acquired by BMO)
11.2019 - 09.2023
Client Service Manager
CommerceWest Bank
11.2019 - 03.2021
Specialty Clientele
Nano Banc
05.2019 - 10.2019
Commercial Personal Banker, Property Managment
Mechanics Bank
08.2017 - 05.2019
Business Development
SchoolsFirst Federal Credit Union
03.2006 - 03.2010
Bachelor of Arts - Organizational Leadership
Chapman University
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