Balwinder Samaan
Roseville,CA
Summary
Sales Officer with strong background providing team leadership, creating brand vision and strategizing sales distribution channels. Expert at growing business by attracting new clients, interested investors and strategic partners. Led by example to demonstrate cooperation, dedication and diligence to drive results and achieve sales goals. Fostered long-term relationships and provided post-sales follow ups with clients for maximum satisfaction.
Overview
28
28
years of professional experience
Work History
VP Senior Treasury Management Sales Officer
TriCounties Bank
10.2013 - Current
- Developed and executed targeted business development initiatives, leading to an expansion of the company's client base.
- Recommended and implemented strategic initiatives targeting new business to increase sales .
- Collaborated with channel partners to identify and qualify mutually rewarding sales and business opportunities.
- Analyzed competitors'' offerings, adjusting sales tactics to maintain a competitive edge.
- Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.
- Gave benefit-oriented, polished presentations driving dramatic revenue growth across multiple sales channels.
- Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
Branch Manager
TriCounties Bank
04.2010 - 10.2013
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Assessed employee performance and developed improvement plans.
- Engaged employees in business processes with positive motivational techniques.
- Examined customer loan applications for loan approvals and denials.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Launched new training program to boost employee skills and staff retention rate.
Regional Administrative Assistant
TriCounties Bank
06.2009 - 04.2010
- Contributed to the resolution of internal conflicts among team members through mediation efforts aimed at fostering a positive work environment.
- Enhanced office efficiency by streamlining administrative tasks and implementing new organizational systems.
- Researched industry trends and market data to provide valuable insights for strategic decision-making processes within the organization.
- Empowered regional teams by providing them with relevant information and documentation needed for project completion in a timely manner.
Branch Manager
TriCounties Bank
12.2007 - 06.2009
Branch Manager
TriCounties Bank
03.2004 - 07.2005
Operations Manager
Tricounties Bank
11.2003 - 03.2004
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Trained employees on proper procedures and strategies to improve productivity.
- Performed monthly compliance checks.
Operations Analyst
California Federal Bank
02.2001 - 07.2003
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Enhanced data accuracy through meticulous attention to detail in data management tasks.
- Assessed operational performance to identify areas for improvement.
- Reduced risk exposure by conducting thorough risk assessments and developing mitigation strategies.
- Analyzed trend data to forecast operational needs and plan next course of action.
Assistant Branch Manager
California Federal Bank
11.1995 - 02.2001
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Education
Criminal Justice
CSU Stanislaus
Turlock CAAccomplishments
Presidents Club Winner 2011-2023
Emerging Leaders Mentor 2012-2013
Southern Valley Good to Great Leader 2011-2013
Received Banks 1st 100% Internal Operations Audit -2011
Top Performing Manager 2011-2013
Top Performing Treasury Officer 2013-2023
Annual Review Ratings 2011-2023- Exceeds Expectations
Timeline
VP Senior Treasury Management Sales Officer
TriCounties Bank
10.2013 - Current
Branch Manager
TriCounties Bank
04.2010 - 10.2013
Regional Administrative Assistant
TriCounties Bank
06.2009 - 04.2010
Branch Manager
TriCounties Bank
12.2007 - 06.2009
Branch Manager
TriCounties Bank
03.2004 - 07.2005
Operations Manager
Tricounties Bank
11.2003 - 03.2004
Operations Analyst
California Federal Bank
02.2001 - 07.2003
Assistant Branch Manager
California Federal Bank
11.1995 - 02.2001
Criminal Justice
CSU Stanislaus
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