MANUEL QUIRARTE TORRES
Anaheim,CA
Summary
Banker with 6 years in business and personal banking, excelling in regulatory compliance, account management, and loan origination. Skilled at managing diverse portfolios and driving growth through strategic cash flow analysis and proactive client engagement. Proven track record in generating new business opportunities and exceeding deposit and loan targets
Overview
8
8
years of professional experience
Work History
Business Banker LO
Wells Fargo Bank N.A
Anaheim Hills
06.2022 - 03.2026
- Managed 500 business banking relationships to drive deposits, loans, and commercial growth
- Oversaw substantial book of business, managing relationships with 500 clients and contributing to over $5M in annual gross revenue
- Produce 15 new commercial product referrals monthly, including real estate and SBA lending
- Generate 5-10 new treasury management sales referrals monthly, ensuring successful implementation
- Spend majority of time in the field, meeting with clients to generate new business opportunities
- Fostered cross-functional partnerships to enhance delivery of commercial services, including real estate, SBA lending, and merchant services
- Conduct weekly branch meetings to discuss business growth, products, and account analysis
Personal Banker / Business Advocate
Wells Fargo Bank N.A
Buena Park
08.2018 - 06.2022
- Explained account options to clients, enhancing satisfaction and fostering loyalty
- Referred clients to partners, improving branch performance through increased collaboration
- Managed personal and business client relationships, delivering tailored banking solutions to meet individual needs
- Communicated with clients to explain account options, significantly enhancing client satisfaction
Education
Some College (No Degree) - Business Administration
California State University, Fullerton
Fullerton, CA 06.2018 -
Notary Public -
National Noatry Association
California, United StatesSkills
- Business Banking
- Commercial lending
- Lending
- Loan Origination
- Credit Assessment
- Cash Flow Analysis
- Regulatory Compliance
- Treasury management
- Financial Analysis
- Business Development
- Account Management
- Client relations
Accomplishments
- Client Portfolio Expansion
- Increased client portfolio to include 500+ businesses, generating over $5M annual revenue.
- Sales Initiative Success
- Referred 200+ new customers annually, enhancing branch revenue and growth.
- Treasury Management Implementation
- Implemented 60+ treasury management systems, improving business efficiency and client satisfaction.
- Commercial Referral Growth
- Achieved 180+ new commercial product referrals annually, boosting bank's service offerings.
LANGUAGES
Title: Business Banker | Relationship Management | Growth Strategies | Loan Origination
Timeline
Business Banker LO
Wells Fargo Bank N.A
06.2022 - 03.2026
Personal Banker / Business Advocate
Wells Fargo Bank N.A
08.2018 - 06.2022
Some College (No Degree) - Business Administration
California State University, Fullerton
06.2018 -
Notary Public -
National Noatry Association