Jacqueline Schinnerer
Sacramento,CA
Summary
Highly accomplished banking professional with over20 years of experience including business development, relationship management and leadership. Proven track record of success in developing and implementing strategic plans to achieve revenue and profit objectives, expanding business portfolios and providing superior client service. Strong business development & leadership skills, ability to build and motivate teams and collaborate with internal and external stakeholders to drive business results.
Overview
15
15
years of professional experience
Work History
VP, Relationship Manager
U.S. Bank
07.2023 - Current
- Managed a middle market portfolio of 30+ clients, (general industries) including 55MM in credit commitments, 175MM in deposits and 9MM in annual revenue.
- Generated 9 new prospect opportunities to the bank (active pipeline) including 80MM in credit commitments, 90MM in deposits, additional fee revenue of 350M.
- Referred 7 opportunities (closed & active pipeline) to Merchant, Commercial Card, Travel Bank, FX & Private Banking/Wealth.
- Active calling list of 200+ prospects in the Greater Sacramento area.
- 2024 Extraordinary Performer.
Founder, CEO
Commercial Capital Solutions, LLC
01.2021 - 07.2023
- Originated, negotiated & closed numerous high-value banking & loan transactions, resulting in significant revenue growth (emphasis on M&A).
- Developed and implemented the company's strategic plan to achieve business goals, hired east coast BDO.
- Monitored market trends & lender capabilities to identify & execute on new business opportunities.
- Developed and implemented a prospecting, advisory, processing & funding strategy.
SVP, Business Acquisition Manager/Business Development
Wells Fargo Bank
01.2016 - 12.2020
- Led a four state BDO team (NY, NJ, CT, MA) of 10 bankers achieving 200% growth in deposits, loan volume & fee revenue over a 2 year period.
- Managed a high-performing team, ensuring alignment with the bank's values, partners and objectives.
- Negotiated and closed complex transactions, ensuring optimal outcomes for clients & the bank.
- Built and maintained strong relationships with high-net-worth clients, prospects, referral sources and internal partners.
- Represented the bank at industry associations and events.
VP, Senior Relationship Manager
Wells Fargo Bank
02.2011 - 01.2016
- Managed a portfolio of high value business clients and real estate investors, identified and addressed their financial needs and delivered exceptional service.
- Drove revenue growth through cross-selling banking products and services and generating new client relationships to the bank.
- Level 5 Performer, Pinnacle Award Winner.
VP, BDO
Bank of the West
01.2010 - 11.2010
- Middle Market BDO for Greater Sacramento office, worked with RM's on business development strategy and generating opportunities.
- Originated Interstate Oil, closed at BOW.
- Involved in community functions, networking organizations to drive awareness, generate opportunities and commitment to the market.
- Short tenure due to family relocation to New York City.
Education
Certified Exit Planning Advisor -
Exit Planning Institute
01.2022
Leadership in Management - undefined
Dale Carnegie
01.2004
BS - Business Administration
University of California Riverside
01.2001
Skills
- Strategic Planning & Execution
- Relationships & Trust Building
- Sales & Marketing
- Mentoring & Collaboration
- Critical Thinking
- Leadership & Management
Affiliations
- First Tee Greater Sacramento, St. John's Shelter for Women & Children, Habitat for Humanity
- Association of Corporate Growth
- Financial Executives International
Timeline
VP, Relationship Manager
U.S. Bank
07.2023 - Current
Founder, CEO
Commercial Capital Solutions, LLC
01.2021 - 07.2023
SVP, Business Acquisition Manager/Business Development
Wells Fargo Bank
01.2016 - 12.2020
VP, Senior Relationship Manager
Wells Fargo Bank
02.2011 - 01.2016
VP, BDO
Bank of the West
01.2010 - 11.2010
Leadership in Management - undefined
Dale Carnegie
BS - Business Administration
University of California Riverside
Certified Exit Planning Advisor -
Exit Planning Institute