Maricela Zuniga
Whittier,CA
Summary
Senior Client Manager with over 24 years in operational branch banking. A total of 22 years with City National Bank of proven success. Organized and dedicated to streamline processes. Mitigating risks for the bank and our clients is of upmost importance. Utilizes a Global Relationship Management style to identify both sales growth organically and maintain operational soundness.
Overview
22
22
years of professional experience
Work History
Sr. Sales and Operations Manager VP
City National Bank
Los Angels , CA
07.2021 - Current
- Developed and implemented innovative operational processes to create a new robust Preferred Banking Team.
- Formed and sustained strategic relationships cross lines of business and earned the privilege to bank their clients.
- Implemented standard operating procedures and managed risk, quality, client service, and enhanced sales activities.
- Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
- Awarded the Circle of Excellence award in 2023 for Risk Management Excellence.
Lead Sr. Client Manager VP
City National Bank
Los Angeles , CA
04.2018 - 07.2021
- Successfully manage operations for the headquarter branch.
- Mitigate risks and ensure compliance of all regulatory policy and procedures for a high volume producing branch.
- Strengthen operational efficiencies by streamlining processes and providing cross-knowledge coaching to all colleagues.
- Elevate client satisfaction by providing speedy resolutions to complex concerns.
- Provide continual follow up to both colleagues and clients.
Sr. Client Manager
City National Bank
Pasadena, Ca
04.2013 - 04.2018
- Promoted to Sr. Client Manager at our Pasadena Branch.
- Evaluated the branch's operational processes and identified areas of opportunity.
- Provided additional colleague coaching and daily performance monitoring and attained passing branch audits.
- As a Client Manager, was awarded the Circle of Excellence quarterly award.
Client Manager II VP
City National Bank
City of Industry, CA
04.2008 - 07.2013
- Focused on achieving highest level of expectations to meet client and company expectations.
- Collaborated with Relationship Managers and internal partners for effective implementations of sales strategies.
- Valued for input on operational decisions, including goal setting, staff planning and policy understanding.
- Employed techniques such as cold calling, prospecting and networking to acquire new customers.
- Participated in many region initiatives to attain credit knowledge to include training courses.
Client Manager I AVP
City National Bank
City of Industry, CA
07.2007 - 04.2008
- Managed employee hiring, termination, and training to ensure maximum productivity.
- Directly involved in coaching and growth of colleagues.
- Helped create a bench of colleagues for future promotion by cross-training new hires.
Client Officer
City National Bank
City of Industry, CA
04.2006 - 07.2007
- Conducted branch monthly certifications.
- Acquired and maintained entry level officer limits.
- Assisted tellers with overrides and complex client transactions.
- Assisted in teller annual reviews and colleague feedback.
- Ran the branch as an interim Client Manager while the Client Manager was on leave.
Client Supervisor
City National Bank
City of Industry, CA
04.2004 - 04.2006
- Managed the teller's schedules to include meals and breaks.
- Served in a custodian capacity for the vault, atm, and cash dispenser.
- Assisted tellers and clients with more complex transactions.
Financial Sales Representative
City National Bank
City of Industry, CA
07.2002 - 04.2004
- Established new consumer and commercial accounts.
- Gathered all legal documents required to onboard clients from beginning to end.
- Identified company offerings that would best meet clients needs and provided additional details about pricing, support, and maintenance.
Education
Bachelor of Science - Organizational Leadership
Azusa Pacific University
Azusa, CA03.2018
Skills
- Ability to create cohesive teams
- Create rapport with clients that nurture and expand relationships
- Work centric with high ethical integrity
- High level organization and prioritization skills
- Great communication and computer skills
Timeline
Sr. Sales and Operations Manager VP
City National Bank
07.2021 - Current
Lead Sr. Client Manager VP
City National Bank
04.2018 - 07.2021
Sr. Client Manager
City National Bank
04.2013 - 04.2018
Client Manager II VP
City National Bank
04.2008 - 07.2013
Client Manager I AVP
City National Bank
07.2007 - 04.2008
Client Officer
City National Bank
04.2006 - 07.2007
Client Supervisor
City National Bank
04.2004 - 04.2006
Financial Sales Representative
City National Bank
07.2002 - 04.2004
Bachelor of Science - Organizational Leadership
Azusa Pacific University
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