Summary
Overview
Work History
Education
Skills
References
Languages
References
Timeline
Generic

John Joshua Rondaris

Clermont

Summary

Business Banker with five years of experience in business banking, specializing in client relationship management and pipeline development. Demonstrated success in meeting deadlines and implementing feedback to drive business growth. Proven track record in mentoring teams and optimizing processes to enhance service delivery. Committed to continuous improvement in modeling and statistical analysis for effective investment strategies.

Overview

5
5
years of professional experience

Work History

Senior Business Banker

EverBank
Roseville
11.2024 - 04.2025
  • Managed high-profile non-profit accounts valued between $8 million and $15 million.
  • Guided business clients on thorough banking strategies to improve financial outcomes.
  • Developed business plans, loan applications, cash flow projections, and other financial documents.
  • Formulated strategies to expand customer base via referrals from existing customers.

Senior Business Banker

Poppy Bank
Roseville
06.2024 - 11.2024
  • Guided business clients in achieving short- and long-term financial goals.
  • Managed mid- and high-level business accounts nationwide to ensure satisfaction.
  • Recommended tailored financial solutions, including lines of credit and term loans.
  • Developed robust client relationships to support diverse banking needs.

Business Relationship Officer

SAFE Credit Union
Roseville
08.2020 - 06.2024
  • Facilitated onboarding for new and existing customers to enhance user experience.
  • Established strong customer relationships, contributing to sustained sales growth.
  • Analyzed client capital structures and proposed tailored financial strategies.
  • Maintained meticulous records of all client communications to ensure accuracy.
  • Conducted regular reviews of client accounts to uphold service excellence.

Education

Bachelor of Science - Business Finance

Southern New Hampshire University Online
Manchester, NH
01.2026

Some College (No Degree) - Business Finance

California State University-Sacramento
Sacramento, CA

Associate of Science - General Finance

Sierra College
Rocklin, CA
12-2020

High School Diploma -

Dougherty Valley High School
San Ramon, CA
06-2015

Skills

  • Customer relationship management
  • New business development
  • Credit analysis and assessment
  • Networking skills
  • Customer satisfaction strategies
  • Business relationship management
  • MS Office proficiency
  • Fluent in Tagalog
  • Financial analysis expertise
  • Cross-selling techniques
  • Product and service sales
  • Cold calling proficiency
  • Client retention strategies

References

References upon request

Languages

Tagalog
Native/ Bilingual

References

References available upon request.

Timeline

Senior Business Banker

EverBank
11.2024 - 04.2025

Senior Business Banker

Poppy Bank
06.2024 - 11.2024

Business Relationship Officer

SAFE Credit Union
08.2020 - 06.2024

Bachelor of Science - Business Finance

Southern New Hampshire University Online

Some College (No Degree) - Business Finance

California State University-Sacramento

Associate of Science - General Finance

Sierra College

High School Diploma -

Dougherty Valley High School

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