Jonathan Cotten
South Gate,CA
Summary
Accomplished Senior Private Bank Client Services Associate, adept in sales development and staff management. Excelled in expanding commercial relationships and achieving significant sales growth, demonstrating a proven track record of results through leadership and commercial sales expertise.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Private Bank Client Services Associate
Flagstar Private Bank
02.2022 - Current
- Responsible for sales of treasury management products and services to new commercial clients and the expansion of existing treasury management relationships.
- Managing the entire Banking and Financial needs of the Book of Business as a Single Point of Contact from the Bank
- Develop and maintain a network of referral professionals such as attorneys, realtors, developers, and small business owners.
- Responsible for the acquisition of new commercial/private banking clients and the expansion/retention of existing relationships
Senior Relationship Banker
Union Bank
10.2018 - 02.2022
- Meet continuously with Market Managers of the assigned areas and develop and implement tactics to achieve goals and provide for client satisfaction
- Identify and offer packaged product solutions, proactively suggest product solutions and services, and initiate partner referrals that meet the client’s needs and financial goals.
- Responsible for treasury, deposit, loan, and non-loan product sales
Personal Financial Advisor II
Kinecta Federal Credit Union-
06.2018 - 09.2018
- Responsible for growing revenue though loans, deposits, investments and other banking products. Analyzed balances and sales trends to predict future performance and ensure progress.
Assistant Branch Manager II
US Bank
01.2012 - 04.2018
- Responsible for growing revenue though loans, deposits, investments and other banking products. Analyzed balances and sales trends to predict future performance and ensure progress.
- Managed a staff of 6 employees, overseeing customer service, staffing, HR, and operational duties. Utilized service reports and sales results to predict future production and to motivate my team.
- Expanded customer base by utilizing in-depth knowledge of retail services, products, and sales techniques.
Education
Bachelor of Science - Business Law
California State University - Northridge
Northridge, CA09.2012
Skills
- Sales Development
- Business Development
- Upselling
- Staff Management
- Strategic negotiation
- Commercial sales practice
Certification
NMLS 545848
Timeline
Senior Private Bank Client Services Associate
Flagstar Private Bank
02.2022 - Current
Senior Relationship Banker
Union Bank
10.2018 - 02.2022
Personal Financial Advisor II
Kinecta Federal Credit Union-
06.2018 - 09.2018
Assistant Branch Manager II
US Bank
01.2012 - 04.2018
Bachelor of Science - Business Law
California State University - Northridge