Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Accomplishments
References
Timeline
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Javier Quezada

Santa Barbara,CA

Summary

Business Banking Relationship Manager with a proven track record in productivity and efficient task execution. Expertise in client relationship management, financial analysis, and risk assessment to enhance business banking portfolios. Strong communication, problem-solving, and strategic planning skills drive successful client interactions and optimize banking operations.

Overview

29
29
years of professional experience

Work History

Business Banking Relationship Manager

Community West Bank
Goleta, CA
07.2017 - Current
  • Cultivated strong client relationships to address banking needs effectively.
  • Maintained detailed records of customer interactions, including account activities and transactions.
  • Evaluated loan requests from businesses based on established criteria.
  • Analyzed credit histories to assess creditworthiness and provide recommendations.
  • Responded promptly to customer inquiries regarding accounts and issues.
  • Identified cross-selling opportunities to enhance product offerings for existing clients.
  • Researched economic trends to anticipate impacts on customer portfolios.
  • Reviewed loan documents for accuracy before submission for approval.

Senior VP Relationship Manager/Branch Manager

Montecito Bank and Trust
Santa Barbara, CA
04.2007 - 06.2017
  • Conducted regular reviews of business operations, identifying improvement areas and proposing actionable solutions.
  • Directed annual budgeting process while overseeing financial performance of departmental operations.
  • Established key performance indicators to monitor progress against organizational objectives.
  • Evaluated current systems and processes, identifying opportunities for operational streamlining.
  • Collaborated with senior management on long-term planning initiatives aligned with corporate goals.
  • Developed and implemented strategies for expanding organization's market reach effectively.
  • Created plans to enhance customer service standards across the organization.
  • Built high-performing teams through recruitment, training, mentoring, and performance evaluation.

VP Sales/Operations Manager

Community West Bank
Goleta, CA
01.2005 - 06.2006
  • Managed branch operations while prioritizing customer service excellence.
  • Facilitated new account openings, boosting customer acquisition.
  • Addressed complex problems to ensure swift resolutions and maintain loyalty.
  • Drove sales and business development efforts to increase market presence.
  • Maintained robust security measures to protect branch assets.
  • Optimized workflows in customer service to enhance operational effectiveness.
  • Coached team members on effective problem-solving techniques.
  • Analyzed performance indicators to inform strategic decisions.

Bank Branch Manager

Bank of America
Goleta, CA
06.2003 - 12.2004
  • Acquired in-depth knowledge of proper banking procedures, regulations, and Bank of America's policies during 6-month training program
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Managed the day-to-day operations of the branch including scheduling, staffing, budgeting.
  • Organized training sessions for new employees on proper banking procedures and regulations.
  • Established relationships with corporate clients to identify potential business opportunities.
  • Implemented measures to reduce operational costs while increasing efficiency within the branch.
  • Served as a liaison between customers and upper management when needed for complex matters or disputes resolution.
  • Maintained confidentiality of all banking records and transactions.

Restaurant Manager

Los Olivos Cafe & Wine Merchant
Los Olivos,, CA
08.2001 - 06.2003
  • Oversaw recruitment, hiring, onboarding, and training processes for staff members.
  • Developed strategies to enhance operational efficiency and elevate customer satisfaction.
  • Ensured strict compliance with food safety regulations and sanitation standards.
  • Anticipated guest needs to deliver exceptional customer service experiences.
  • Maintained accurate records of sales transactions and daily shift reports.
  • Resolved customer complaints professionally to preserve positive guest relationships.
  • Managed daily restaurant operations, including scheduling, budgeting, and inventory control.
  • Supervised staff in customer service, food handling, and safety protocols.

Restaurant Manager

Bacara Resort & Spa
Goleta, CA
11.2000 - 08.2001

Launched a restaurant at a new resort, implementing comprehensive staff training programs.

  • Oversaw recruitment, hiring, onboarding, scheduling, and performance evaluation of employees.
  • Developed strategies enhancing operational efficiency and elevating customer satisfaction.
  • Ensured compliance with food safety regulations and sanitation standards.
  • Supervised staff training on customer service, food handling, and safety protocols.
  • Reinforced health and liquor regulations through clear communication of standards to employees.
  • Directed restaurant operations to optimize customer service and foster employee development.
  • Coached team on food safety, menu education, and up-selling techniques to increase revenue.

Restaurant Manager

Mallard's Restaurant
Stockton, CA
07.1996 - 07.2000
  • Oversaw the recruitment, hiring, onboarding, training, scheduling and evaluation of employees.
  • Developed strategies for improved operational efficiency and customer satisfaction.
  • Ensured compliance with all food safety regulations and sanitation standards.
  • Provided exceptional customer service by anticipating guest needs before they arise.
  • Managed day-to-day operations of restaurant, including scheduling, budgeting, and inventory control.
  • Supervised and trained staff in customer service, food handling, and safety protocols.
  • Inspected dining room area regularly for cleanliness and adherence to safety standards.
  • Directed and coordinated restaurant activities to obtain optimum customer service and strong employee development.
  • Coached team members on food safety and sanitation processes, customer service, menu education and up-selling techniques to drive revenue.

Education

Associate of Science -

Santa Barbara City College
Santa Barbara, CA
06-1989

Industrial Technology

California Polytechnic State University, San Luis Obispo
San Luis Obispo, CA

Skills

  • Client relationship management
  • Financial analysis
  • Loan evaluation and risk assessment
  • Cross-selling strategies
  • Customer service
  • Problem solving

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Affiliations

  • Boys and Girls Club of Santa Barbara County, Board of Directors
  • Finance Chair for the Goleta Chamber of Commerce Lemon Festival
  • Prior President and BOD at Page Youth Center
  • Prior Board member of the San Marcos High School Royal Pride Foundation
  • Prior Coach at Goleta Valley South Little League, Page Youth Center Basketball, and AYSO Soccer
  • St. Raphael School Finance Committee
  • Rotary of Goleta Volunteering
  • Fun in the Sun and Lunch Bunch for the United Way
  • Financial Literacy Programs in the Santa Barbara Unified School District and Goleta Unified School District
  • Volunteer at the Ridley Tree Cancer Center Foundation
  • Participated with the Alzheimer's Association, American Heart Association, CADA, Domestic Violence Solutions and Empty Bowls

Accomplishments

  • 2024 Volunteer of the Year for the Goleta Chamber of Commerce

References

References available upon request.

Timeline

Business Banking Relationship Manager

Community West Bank
07.2017 - Current

Senior VP Relationship Manager/Branch Manager

Montecito Bank and Trust
04.2007 - 06.2017

VP Sales/Operations Manager

Community West Bank
01.2005 - 06.2006

Bank Branch Manager

Bank of America
06.2003 - 12.2004

Restaurant Manager

Los Olivos Cafe & Wine Merchant
08.2001 - 06.2003

Restaurant Manager

Bacara Resort & Spa
11.2000 - 08.2001

Restaurant Manager

Mallard's Restaurant
07.1996 - 07.2000

Associate of Science -

Santa Barbara City College

Industrial Technology

California Polytechnic State University, San Luis Obispo