Glenda A. Ataiza
Chula Vista,CA
Summary
Banking professional with extensive experience in treasury management and client relationship development. Demonstrated success in driving business growth and implementing process improvements to enhance operational efficiency. Expertise in regulatory compliance and team leadership, consistently surpassing sales targets while providing exceptional customer service.
Overview
23
23
years of professional experience
Work History
Preferred Banking Associate Director
WESTERN ALLIANCE BANK
San Diego, CA
07.2020 - 01.2025
- Responsible for managing the full client lifecycle for top tier, small business and commercial clients utilizing products and services from the TM suite with focus on delivering the top quality, scope, and client experience.
- Oversees the National Business Line Preferred Banking teams that is responsible for pre-onboard and post-sale onboarding, client training, set-up, provide expert advisement, and provide optimal service experience for the top tier, business, and commercial clients.
- Performs supervisory tasks such as ensuring PB meets SLA, risk management, and adhere to regulatory compliance. Also provides necessary coaching and training, disciplinary actions, interviewing candidates for employment, and develop work schedule.
- Facilitate the flow of information and overall communication between top tier clients, Relationship Management team, TM Sales team and all involved party as related to technical, and operational processes and requirements to mitigate risk.
- Leads service projects and initiatives with main focused on improving client experience, team development, and risk and operational efficiency.
- Advised customers on how best to manage their finances in order to maximize returns.
- Developed and maintained strong relationships with customers by providing excellent customer service.
- Maintained a thorough knowledge of bank products, services, policies, procedures, regulations and compliance requirements.
- Resolved customer inquiries in a timely manner while adhering to all applicable laws and regulations.
Treasury Management Sales Consultant, AVP
WELLS FARGO BANK, N.A.
San Diego, CA
12.2012 - 07.2020
- Advance sales strategies for assigned markets and execute strategic initiatives, while serving as an advisor to relationship managers, business partners, and clients.
- Acquire and retain new commercial business relationships and the associated portfolio.
- Identify and assess treasury solutions based on client selection criteria, as well as cost/benefit and profitability analyses.
- Exceed sales goals year after year, while consistently increasing customer portfolios and revenue, as well as bank deposits and credit lines.
- Initiate client contacts to strengthen relationships and obtain new clients, in addition to anticipating client needs, challenges, and risks.
- Drive innovation and automation associated with client service solutions.
- Oversee compliance with applicable laws, rules, and regulations, in addition to managing and reporting control issues.
- Contribute to training sales and business analysts, while sharing knowledge with internal sales consultants and business bankers.
- Monitored competitor activity and pricing strategies to adjust accordingly.
- Created customized presentations for potential customers based on their requirements.
- Recommended process improvements that could enhance sales performance.
- Analyzed customer needs and identified solutions to meet their requirements.
- Established long-term relationships with key contacts at client companies.
- Developed and maintained relationships with clients to increase sales revenue.
- Participated in regular training sessions on new products, services, and industry trends.
- Generated leads through cold calling, networking, and referrals.
- Assisted in developing sales strategies and setting targets for different accounts.
Treasury Management Implementation Consultant II
WELLS FARGO BANK, N.A.
03.2015 - 12.2017
- Directed the implementation of complex treasury products and services, establishing timelines and tracking projects to ensure successful delivery.
- Educated clients about products and services and assessed treasury management service product flow and functions.
- Reduced timeline for project completion and implementation by decreasing service-level agreement (SLA) time by approximately 40%.
- Coordinated the customer service cycle, providing installation and training expertise and ensuring accurate documentation of implementation data.
- Sustained an implementation pipeline to track the status of the onboarding process.
- Performed post implementation analyses and contributed to process improvement or product enhancement and development efforts.
- Guaranteed delivery of quality services and solutions by serving as a liaison for clients, sales consultants, vendors, and other internal partners.
- Assessed customer feedback upon completion of each project in order to identify areas for improvement.
- Implemented changes requested by customers within established timelines while maintaining high standards of quality.
- Monitored progress of projects against project timelines and budgets.
- Performed quality assurance testing prior to releasing updates or new versions into production environments.
- Coordinated with internal teams such as engineering and sales to ensure successful implementations.
- Analyzed customer processes, identifying areas for improvement through automation.
Banking Center Manager II, AVP
BANK OF AMERICA, N. A.
St. Johns, FL
08.2006 - 12.2012
- Oversaw daily operations, built customer relationships, and offered financial products and services to meet customer needs.
- Set operations goals, while creating and managing budgets.
- Exceeded bank goals year after year by 15% to 20%.
- Influenced clients to institute automation and change business processes to remain competitive.
- Hired and developed staff and ensured compliance with rules and regulations.
- Administered audits and complex transactions, while passing banking center audits year after year.
- Earned multiple recognitions as a STAR employee, as well as a top-performing branch manager.
- Resolved customer complaints promptly and efficiently while maintaining a professional demeanor.
- Created financial reports for senior management regarding sales results, budgeting issues, staffing needs.
- Supervised staff members, provided training and mentorship, and conducted performance reviews.
- Organized events such as seminars or workshops related to personal finance topics.
Wealth Management Sales Unit Support Manager
FIRST UNION BANK/WACHOVIA BANK
Jacksonville, FL
08.2001 - 08.2006
- Delivered service support for complex and highly profitable wealth/private bankers, domestic treasury, CIB, as well as select wholesale, commercial, and retail clients.
- Developed prospects, while retaining the current client portfolio.
- Identified complex problems and operational risk exposure for client portfolios to evaluate options and implement solutions.
- Initiated and maintained strong client relationships, while providing exceptional customer service.
- Ensured compliance with company policies, procedures, and industry regulations.
- Developed strategies for handling difficult situations encountered during interactions with customers.
- Trained new employees on company policies and procedures related to customer service.
- Conducted regular meetings with staff members to discuss challenges faced by customers.
- Assisted in the development of long-term strategies for improving customer service processes.
Education
MBA - Business Administration And Management
Purdue University Global
Indianapolis, IN01-2021
Bachelor of Arts - Business Management and Administration
Jacksonville University
Jacksonville, FLSkills
- Product implementation
- Regulatory compliance
- Risk management
- Operations oversight
- Client relationship management
- Business expansion
- Team leadership
- Process improvement
- Service solutions
- Sales strategies
- Portfolio management
- Project management
- Financial analysis
- Risk assessment
- Employee training
- Customer service
- Wealth management
- Audit support
- Branch operations
Languages
- English, fluent
- Tagalog, fluent
Timeline
Preferred Banking Associate Director
WESTERN ALLIANCE BANK
07.2020 - 01.2025
Treasury Management Implementation Consultant II
WELLS FARGO BANK, N.A.
03.2015 - 12.2017
Treasury Management Sales Consultant, AVP
WELLS FARGO BANK, N.A.
12.2012 - 07.2020
Banking Center Manager II, AVP
BANK OF AMERICA, N. A.
08.2006 - 12.2012
Wealth Management Sales Unit Support Manager
FIRST UNION BANK/WACHOVIA BANK
08.2001 - 08.2006
MBA - Business Administration And Management
Purdue University Global
Bachelor of Arts - Business Management and Administration
Jacksonville University
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