Professional relationship specialist with track record of enhancing client satisfaction and retention. Background in developing strategic plans and successfully implementing client-centric initiatives. Known for collaborative approach and adaptability in dynamic environments, leveraging skills in communication and problem-solving to drive results.
Work History
Relationship Manager
4 Months
City National Bank | 04.2026 - Current
Managed portfolio of consumer and business clients, delivering tailored lending, deposit, and treasury management solutions that met client needs.
Generated new business through strategic networking, referrals, and partnerships, expanding client base and enhancing service offerings.
Strengthened client relationships and ensured operational excellence and compliance through proactive communication and support.
Overseeing daily operations to ensure policy is being followed
Prepared banking reports for clients, and structuring analysis accounts
Small Business Officer
2 Years 7 Months
BMO Bank | 09.2023 - 04.2026
Top Performer with the San Diego Market lead in business production during FY2025 and Q1 2026.
Originated consumer and small business loans, opened deposit accounts, and developed COI referral networks to enhance client acquisition.
Facilitated customer interactions to enhance banking experiences.
Educated customers on various financial products and services available.
Restaurant Manager
1 Year 2 Months
Marie Callender's Restaurant & Bakery | 06.2022 - 08.2023
Oversaw daily operations, including employee coaching, scheduling, inventory management, cash controls, and guest service.
Trained and supervised staff, fostering a collaborative team environment.
Analyzed customer feedback to identify areas for service improvement and menu adjustments.
Education
No Degree - Business Finance
San Diego Mesa College | San Diego, CA
Skills
Client Relationship Management
Small business lending
Commercial Deposits
Team development
Client Acquisition
Portfolio Management
Deposit Account Management
Sales Strategy
Growth strategies
Customer acquisition
Branch Leadership
Recognition
Top Performer – BMO Bank, Led San Diego Market in Business Production (FY2025 & Q1 2026), Customer Experience Ambassador, Bank at Work Ambassador