Ghassan Ali
Fontana,CA
Summary
Dedicated and results-driven Business Banking Relationship manager with 20 years of experience in providing financial solutions and advisory services to middle market businesses. Seeking to leverage strong analytical skills, customer-focused approach, and in-depth knowledge of commercial banking products to drive business growth, enhance client relationships and drive revenue for the bank.
Overview
18
18
years of professional experience
Work History
Business Relationship Manager II
PNC Bank, NA
12.2023 - Current
- Maintained open lines of communication with stakeholders at all levels of the organization, fostering a culture of transparency and accountability.
- Managed a business portfolio of clients with 10mm to 50mm in annual revenue.
- Utilized advanced financial analysis techniques to accurately assess client needs.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by consistently delivering high-quality service and support.
- Built rapport with prospective clients through effective networking events, conferences, and industry gatherings.
Senior Small Business Banker
Bank of America, N.A.
06.2015 - Current
- Helps manage customer's portfolio while continuing to build lifelong customer relationships
- Focused on developing and maintaining profitable lending and deposit relationships with both new and existing small business clients
- Leveraged the internal partners to deliver an integrated and seamless Bank of America experience for clients
- Deliver client presentations, including in-depth credit analysis to recommend appropriate credit option strategies to help business clients achieve their goals
- Stayed ahead of changing business trends that impact the small business segment and translated those trends into business opportunities.
Senior Branch Manager
Wells Fargo Bank, N.A.
06.2011 - 01.2015
- Helped Manage clients portfolio's while continuing to build lifelong customer relationships
- Helped build and sustain an inclusive culture that valued diversity
- Served as a face of the community by being part of numerous boards
- Responsible for hiring, coaching, training and developing all store team members to achieve consistent high-performance objectives
- Consistently managed the team around operational integrity, exceptional customer service and performance expectations
- Responsible for consistent deposit growth year over year.
Personal Banker 2
Wells Fargo Bank, N.A.
08.2009 - 06.2011
- Helped premier customers manage portfolio's
- Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities
- Proactively made outbound sales calls to inform clients about various financial services and solutions that met their needs
- Provided broad base of financial and credit services including deposit based, investment and fee-based products, with the goal of acquiring 100% of the client's business
- Created, trained a successful sales team through the development of staff as a competitive advantage.
Senior Credit Manager
Wells Fargo Financial
06.2006 - 08.2009
- Helps manage customer's portfolio while continuing to build lifelong customer relationships
- Helped customers grow their money with a minimum risk
- Helped customer set up a workable financial plan
- Underwrote 300k-1-million-dollar loans.
Education
Bachelor of Arts - Psychology
Cal State Fullerton
Fullerton, CA05.2005
Skills
- Operations Management
- Client Engagement
- Commercial Lending specialist
- Prospecting specialist
- Revenue Generation
- Relationship Building
- New business generation
- Relationship Management
References
References are available on request.
Timeline
Business Relationship Manager II
PNC Bank, NA
12.2023 - Current
Senior Small Business Banker
Bank of America, N.A.
06.2015 - Current
Senior Branch Manager
Wells Fargo Bank, N.A.
06.2011 - 01.2015
Personal Banker 2
Wells Fargo Bank, N.A.
08.2009 - 06.2011
Senior Credit Manager
Wells Fargo Financial
06.2006 - 08.2009
Bachelor of Arts - Psychology
Cal State Fullerton
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