Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Jose A. Sotomayor

Miami,Fl

Summary

Astute Banking Professional with a track record of providing a white glove banking experience. Seeking to secure a role where that brings to life a World Class Banking model creating value for clients.

Overview

15
15
years of professional experience

Work History

SVP- Commercial Relationship Manager

BBVA Compass Bank
11.2017 - 12.2020
  • Responsible for growing the banking portfolio of businesses with revenues of $50M-$500M, thru business development activities to generate new loans, deposits, and Treasury Management solutions while also retaining and expanding the existing client base.
  • Analyze new and existing relationships to properly identify cross-selling opportunities and work internally with the proper lines of business to expand client retention. (Investments, Mortgages, merchant services, cash management, etc. )
  • Proactive assessment of a client's financial condition and information gathering necessary to present to management and relevant departments of onboarding clients that align with the Bank's appetite.
  • Successful portfolio growth in a revenue profitability model with a balance of Non interest and Interest Deposit Accounts; Commercial Loans and Credit Lines; TM Card Spend; and utilizing our specialty verticals (Auto-Dealer; FX; Government and Institutional; Healthcare) to reach 100% revenue goal achievement for three consecutive years (2018-2020.)

VP- Senior Banker/ Private Client Services

City National Bank
04.2016 - 07.2017
  • Specialized in providing clients with comprehensive banking analysis to identify needs. Worked alongside internal lines of business to maximize client in relationships pertaining to lending deposit and treasury management needs.
  • Focused on the Bank's niche Legal Practice Group providing white glove banking solutions for Law Firms Commercial Banking Needs(Operating Accounts, Escrow Accounts, IOTA's, Court Restricted Accounts) along with partners and executives personal banking needs. (MMA; Investments; Personal lines of credit)
  • Exceeded goal in 2016 by 150% generating $15M in Non Interest DDA's, $7.5M in Loans, $5M in Residential Mortgages and $250k in Treasury Management revenue
  • Successfully transitioned the Banking relationship of the Miami Dolphins and The Estefan Enterprises to City National Bank.


VP- Senior Private Banker

BankUnited
11.2010 - 04.2016
  • Specialized in providing clients with comprehensive banking solutions after identifying needs. Work alongside internal banking partners to maximise client relationships in lending, depository and Treasury Management Needs.
  • Focused on the Bank's niche Legal Practice Group providing white glove banking solutions for Law Firm's Commercial Banking Needs (Operating Accounts; Escrow Accounts; IOTA's; Court Restricted Accounts) along with partners and executives personal banking needs. (MMA; Investments)
  • 2014 exceeded goal by 350% generating DDA deposit growth of over $40 million. Awarded Top Private Banker in deposit growth in 2013 and 2014 by a 200% growth YOY, and total deposit portfolio of $130 million generating $150k in fee income.
  • Top Producing Private Banker in 2012 and 2014.
  • Supervised a team of 2 support associates totaling 15% of Private Banking Total Deposits.

Licensed Financial Specialist

Wachovia Bank NA
12.2004 - 06.2010
  • Responsible for the development of new Business and personal clients while deepening and enhancing existing relationships.
  • Create a network among business referral partners such as Doctors, CPA's and attorneys in order to meet personal and branch production goals on a monthly basis.
  • Profiling clients in order to match banking solutions according to individual needs.

Education

High School Diploma -

Miami Dade College
Miami, FL
06.1996

Skills

  • Product Education
  • Proven Sales success and strong business acumen
  • Strong Community Presence with established network
  • Revenue Growth
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Performance Assessment and Improvement
  • High Net Worth Individuals Marketing
  • Loan Recommendations
  • Creditworthiness Determination
  • Mortgage Lending
  • Focuses on the client experience and works on the client's behalf
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business plan
  • Regulatory Disclosure Preparation
  • Sales Goals
  • Process Management
  • Sales Strategies

Affiliations

  • FinsWeekend Board Member
  • Dolphins Cancer Challenge
  • St. Jude's Children's Hospital


Timeline

SVP- Commercial Relationship Manager

BBVA Compass Bank
11.2017 - 12.2020

VP- Senior Banker/ Private Client Services

City National Bank
04.2016 - 07.2017

VP- Senior Private Banker

BankUnited
11.2010 - 04.2016

Licensed Financial Specialist

Wachovia Bank NA
12.2004 - 06.2010

High School Diploma -

Miami Dade College

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