Laurent Brochard
Oceanside,CA
Summary
Knowledgeable and innovative finance professional whose success is based on integrity, exceptional customer service, efficiency and ambition.
Overview
23
23
years of professional experience
Work History
Customer Relationship Manager
TriNet
Dublin, CA
07.2023 - Current
- Manage a portfolio of 300 clients that encompasses small to mid size business as a strategic partner with HR services.
- Perform annual, quarterly and monthly contract renewals that at times can involve pricing concessions, competitor contract reviews and working outside the box to retain the relationship all while providing exceptional service to the client.
- Utilize CRM tools to manage the book of business, mitigate attrition risks, monitor client engagements, customer satisfaction surveys, and opportunities to enhance the overall relationship.
- Work with 3rd party partners to scale and enable client services
Treasury Management Officer III
Commerce West Bank
Irvine, CA
10.2018 - 07.2023
- Manage a portfolio of $150 million in deposits. The portfolio consist of Payroll focused businesses, and high valued clients. Executing all request regarding their financial matters, and engage in pricing/contract negotiations to secure agreements.
- Assist new and existing clients with online banking support implementations and problem solving through the call center or as requested from sales and relationship management teams.
- Set up, provide training, and give on going support to the banks cash management products (Remote Deposit, Positive Pay, ACH Origination, Bill Pay, etc.) Research and assist with vetting of new solutions on internal processes, and partnerships with new vendors.
- Processed bank wide monthly account analysis for analyzed business clients
- Performed Quarterly MSB High Risk reviews and produce reporting provided to board of directors
- Conduct MSB collateral calculations.
- Provide assistance to Account Managers on strategic proposal for prospective and existing clients.
AVP Account Executive
CommerceWest Bank
San Marcos, CA
04.2016 - 10.2018
- Held accountable with managing an assigned portfolio of $200 million in deposit relationships to a strict baseline retention.
- Expand on existing client relationships through building a strong rapport and self-sourcing potential prospects for new deposit growth.
- Work closely with CLO’s, PM’s and BDO’s with the onboarding of new clients and uncovering additional needs to deepen the relationship.
Sr. Personal Banker
AmericanWest Bank/Banner Bank
San Diego, CA
09.2012 - 03.2016
- Working close with the Sr. Relationship Managers on developing quality leads for new relationships and expand on existing client portfolios.
- The role encompassed renewals of business lines of credit, new accounts, personal accounts, consumer loans, all while providing exceptional customer service to make sure their financial needs are met.
- The last three quarters of 2014, all daily operations of a manager fell within my scope of duties due to the absence of a Branch Manager and Assistant Manager.
- During that period the office received a 100% in operations overview and monthly certifications.
- The areas in which the overviews and certifications consisted of were, new accounts/documentation review, outgoing Foreign and Domestic wires, Reg CC overviews, and all daily reports generated.
Relationship Banker
San Diego National Bank/ US Bank
Oceanside, CA
05.2006 - 02.2012
- Develop new relationships, and expand on existing relationships to ensure the financial needs of the client are met.
- Work close with management on out bound sales calls to generate new leads and potential prospects.
- Coach Customer Service Representatives on ways to develop referrals while engaging in conversations.
- Have a strong understanding of consumer/business lending allowing for success during campaigns and annual goals.
- Gathering stipulated documents for the underwriting department.
- Perform loan signing and closing of loans.
- Attend networking functions with the chamber, and bank sponsored venues to further increase business development.
- Comply with all bank policies and federal regulations to meet expectations.
Customer Service Rep/ Vault Teller
San Diego National Bank
San Marcos, CA
06.2003 - 04.2006
- Generate quality referrals when processing a client's transaction.
- Accuracy on all daily job duties and assisting with daily reports generated.
- Assist with monthly certifications as well as processing branch weekly cash orders.
- During my time as a Customer Service Rep/ Vault Teller I was able to achieve Customer Service Rep of the year for 2004,2005 and 2006.
Personal Banker
National Bank of Arizona
Mesa, AZ
01.2002 - 10.2002
- Establish new account relationships for personal and business clients.
- Take part in "Business Blitz" to generate new leads.
- Work with Mortgage Loan Officers in developing referrals.
Customer Service Rep
National Bank of Arizona
Chandler, AZ
05.2001 - 12.2001
- Perform all daily duties as a teller.
- Generate quality referrals to aid the branch in meeting their goals.
Education
Some College (No Degree) - Business Management
Mesa Community College
Mesa, AZHigh School Diploma -
Corona Del Sol High School
05.2000
Skills
Professional -Specialty Banking, Data Analysis, Business Development, Project Management
Techinical- Jack Henry Core System, Meridian Link, Microsoft Office, Excel, Salesforce, Quest Analytics, 360 View
References
References Available upon request
Timeline
Customer Relationship Manager
TriNet
07.2023 - Current
Treasury Management Officer III
Commerce West Bank
10.2018 - 07.2023
AVP Account Executive
CommerceWest Bank
04.2016 - 10.2018
Sr. Personal Banker
AmericanWest Bank/Banner Bank
09.2012 - 03.2016
Relationship Banker
San Diego National Bank/ US Bank
05.2006 - 02.2012
Customer Service Rep/ Vault Teller
San Diego National Bank
06.2003 - 04.2006
Personal Banker
National Bank of Arizona
01.2002 - 10.2002
Customer Service Rep
National Bank of Arizona
05.2001 - 12.2001
Some College (No Degree) - Business Management
Mesa Community College
High School Diploma -
Corona Del Sol High School