Summary
Overview
Work History
Skills
References
Timeline
Generic

Anisa Gayao

Richmond

Summary

  • Over 10 years of Management Experience
  • 15+ years of sales and experience in financial consulting, client success and account management.
  • Experience in leading, coaching and developing a team to meet challenging goals.
  • Level of knowledge in general banking operations, deposit operations, loan administration, treasury management and support.
  • Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
  • Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.

Overview

21
21
years of professional experience

Work History

Relationship Manager

Pnc Bank
01.2023 - Current
  • Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue, and market share with relevant sales goals.
  • Acquires and/or expands and retains client relationships to generate revenue by deepening the relationship.
  • Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
  • Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
  • Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
  • Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
  • Serve as the primary point of contact for portfolio of clients and prospect in $1mm-$10mm.
  • Grow revenue by successfully prospecting and sourcing new treasury management business while retaining ad expanding existing customer relationships.
  • Build collaborative relationships with partners across lines of business - Home Lending, Branch Teams, Commercial Bank, and Private Bank.

Small Business Banker

Bank of America
01.2016 - 01.2023
  • Demonstrated experience and proven success with business to business sales.
  • Build productive partnerships and working relationships with partners internal and external.
  • Building and sustaining business banking relationships with new and existing clients.
  • Maintains a regular set schedule for calling on clients and prospect to generate new deposit, loans, provide financial guidance of alternative products and services.
  • Analyze, evaluate, and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
  • Exceed challenging sales and referral goals by proactively advising products and services to clients and referring clients to other areas of the bank.
  • Offer services to clients to increase business, operation, and financial guidance.
  • Ability to analyze and comprehend complex financial data and recommend appropriate financial solutions.
  • Demonstrated management of an extensive client portfolio with annual revenue of $500k-$15 million.

Regional Banking Store Manager

Wells Fargo Bank
01.2013 - 01.2016
  • Provide leadership, management, support, direction, and guidance to a team of 8 within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
  • Consistently improved revenues and expenses and grow the business, while exceeding customer expectations.
  • Holding team members accountable for providing exceptional customer experience, performance expectations and policies and procedures.
  • Managed personal bankers to exceed branch quarterly sales goals in Loans, lines, investments, deposit accounts and convenience products.
  • Oversee day to day coordination of internal operation activities, data production and loss prevention.
  • Identify areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities.
  • Exceeding expectations in meeting sales goals, proven record of achieving revenue targets and growing branch revenues.
  • Analyzed branch performance data to identify areas for improvement and growth strategies.
  • Knowledge of deposit and cash management products and services and expert knowledge of business credit and lending.

Business Specialist/Personal Banker

Wells Fargo Bank
01.2005 - 01.2013
  • Building long term relationships with our customers in person and by phone.
  • Exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.
  • Provide consultative expertise in retail banking products and services to customers and prospects.
  • Manages customer friendly customer service and ensuring the highest level of customer satisfaction.
  • Proactively grow and deepens relationships with existing small business customers as well as actively prospects for new Wells Fargo small business and retail customers.
  • Offer small business product solutions to service as an expert in cross-selling business packages and achieving profitability objectives that meet the customers' needs and financial goals.
  • Analyzed client needs to recommend appropriate financial products and services.
  • Facilitated meetings to discuss operational improvements and team performance goals.
  • Developed strategic plans for expanding into new markets by analyzing competitor's activities.

Skills

  • Client relationship management
  • Financial analysis
  • Business development
  • Team leadership
  • Strategic planning
  • Effective communication
  • Treasury management
  • Credit risk assessment

References

Available upon request

Timeline

Relationship Manager

Pnc Bank
01.2023 - Current

Small Business Banker

Bank of America
01.2016 - 01.2023

Regional Banking Store Manager

Wells Fargo Bank
01.2013 - 01.2016

Business Specialist/Personal Banker

Wells Fargo Bank
01.2005 - 01.2013

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