Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Julie Beckley

Irvine,CA

Summary

Highly accomplished banking professional with 35 years of extensive experience in relationship management and business development. Proven track record of driving revenue growth, cultivating key client relationships, ..... Committed to delivering exceptional service, driving business growth, and exceeding organizational objectives.

Overview

35
35
years of professional experience

Work History

SVP-Director of Business Development

Union Bank, N.A.
10.2009 - 07.2023
  • Communicated directly with customers and partners to build strong business networks and relationships.
  • Established and maintained highly effective relationships with clients and industry partners to drive growth.
  • Implemented innovative business development strategies to increase customer base and expand market share.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.

Vice President - Senior Relationship Manager

Union Bank, N.A.
06.1999 - 09.2009
  • Worked with clients to address and respond to client and partnership management issues.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Gave exciting presentations to prospects and leads in effort to build business opportunities.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.

Vice President - Environmental Services Group

Union Bank, N.A.
11.1995 - 05.1999
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Clarified roles, responsibilities and expectations of staff.
  • Collaborated with senior management to develop strategic initiatives and long term goals.

Vice President - Project Finance Group

Union Bank, N.A.
04.1991 - 10.1995
  • Developed financial analysis and business plans for proposed acquisitions, partnerships and investments.
  • Utilized [Software] to create sophisticated spreadsheet models to analyze operating metrics across [Number] departments.
  • Coordinated and studied financial audits to provide recommendations for procedural improvements.
  • Managed vendor changes to improve cost controls and improve workflow operations.

Senior Analyst - Commercial Bank Training Program

Union Bank, N.A.
04.1990 - 03.1991
  • Investigated system issues and implemented resolutions to reduce downtime.
  • Identified and resolved problems through root cause analysis and research.
  • Recommended process improvements to continually identify, analyze and fix constraints and challenges.
  • Performed system analysis, documentation, testing, implementation, and user support for platform transitions.

Trainee/Associate - Loan Analysis Training Program

Union Bank, N.A.
11.1988 - 03.1990
  • Learned new materials, processes, and programs quickly.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
  • Acted with integrity, honesty and knowledge to promote culture of company.
  • Handled day-to-day customer or client questions via telephone or email.

Education

Bachelor of Arts - Finance & Marketing - Double Major

The University of Texas
Austin, Texas
05.1998

Skills

  • Social Media Campaign
  • Content Creation
  • E-Commerce Marketing
  • Customer Needs Assessments

Affiliations

  • Financial Executives International - Membership Committee
  • Association for Corporate Growth - ACG Corporate Growth Awards Committee
  • CFO Focus - Quarterly networking group- founding member of Orange County Chapter
  • Women in Power - Founding member of women's networking group
  • Platinum Sponsor of OCBJ events - involved in nominating, interviewing and judging committee for Family Owned Business, CFO of the Year, and Women in Business Award for over 15 years. This drives significant annual banking opportunities and new business.


Timeline

SVP-Director of Business Development

Union Bank, N.A.
10.2009 - 07.2023

Vice President - Senior Relationship Manager

Union Bank, N.A.
06.1999 - 09.2009

Vice President - Environmental Services Group

Union Bank, N.A.
11.1995 - 05.1999

Vice President - Project Finance Group

Union Bank, N.A.
04.1991 - 10.1995

Senior Analyst - Commercial Bank Training Program

Union Bank, N.A.
04.1990 - 03.1991

Trainee/Associate - Loan Analysis Training Program

Union Bank, N.A.
11.1988 - 03.1990

Bachelor of Arts - Finance & Marketing - Double Major

The University of Texas

Similar Profiles

CREATE PROFILE
Julie Beckley