Esteban Virgen
Tujunga,CA
Summary
Small business banking professional with 8 years of experience (since 2018) advising clients and delivering lending and cash flow solutions while partnering across Merchant Services, Treasury Management, and Wealth Management. Seeking to apply this experience in a Treasury Management role.
Overview
7
7
years of professional experience
Work History
Small Business Specialist
U.S. Bank
06.2023 - Current
- Assisted small business clients in identifying financial solutions tailored to their needs.
- Developed customized solutions of deposit, lending, and other products for small business customers.
- Prospected for new business through networking, community outreach, and customer referral generation.
- Partnered with Merchant Services, Treasury Management, and Wealth Management teams to provide comprehensive banking solutions that supported small business cash flow, payments, and growth strategies.
- Recognized as a repeat quarterly top performer, consistently exceeding revenue goal and achieving top 1% revenue performance bank-wide through strong client relationships and consultative solutions.
Client Relationship Consultant
U.S. Bank
02.2019 - 06.2023
- Served consumer and small business clients by identifying financial needs and recommending appropriate banking products, including deposit accounts, credit solutions, and cash management services.
- Supported small business customers with account servicing, lending referrals, and coordination with internal partners to deliver comprehensive banking solutions.
- Managed daily branch operations including account openings, transactions, documentation, and compliance with bank policies and regulatory requirements.
- Maintained a high level of professionalism and accuracy while handling sensitive financial information and resolving client inquiries.
Education
Bachelor of Arts - Business Administration
California State University, Northridge
Northridge06-2028
Associate of Arts - Business Administration
Los Angeles Mission College
Sylmar, CA06-2023
Accomplishments
- Repeat Quarterly Top Performer
- Repeat top 1% in Revenue bank-wide
- Mentee to multiple new-hires and experienced small business bankers
Timeline
Small Business Specialist
U.S. Bank
06.2023 - Current
Client Relationship Consultant
U.S. Bank
02.2019 - 06.2023
Bachelor of Arts - Business Administration
California State University, Northridge
Associate of Arts - Business Administration
Los Angeles Mission College