MS Office 365 Excel, Word, Powerpoint
RAMON ALVAREZ III
San Bernardino,CA
Summary
Motivated professional with extensive experience in relationship building, product development, and project management. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Comfortable working in fast-paced and deadline-driven environment.
Overview
6
6
years of professional experience
11
11
years of post-secondary education
Work History
PRODUCT MANAGER
AMERICA’S CHRISTIAN CREDIT UNION
10.2023 - Current
- Prioritized roadmap in order to achieve product goals and metrics.
- Collaborated with sales, marketing, and support teams to launch products on time and within budget.
- Coordinated design meetings and decisions with internal departments and teams.
- Communicated effectively with team members to deliver updates on project milestones and deadlines.
- Consulted with buyers to determine projected demand for products and services.
- Set goals and formalized policies to maximize team performance and keep project on-task.
AVP, RELATIONSHIP MANAGER
CITY NATIONAL BANK
06.2021 - 10.2023
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Developed and managed relationships with vendors to establish cost-effective products and services.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
RELATIONSHIP BANKER
CITY NATIONAL BANK
11.2018 - 06.2021
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Implemented strategies to increase customer retention, enabling investment growth.
BANKER
ONEWEST BANK
10.2017 - 11.2018
- Evaluated client financial positions and identified most appropriate banking products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Built and maintained portfolio of loans to meet established goals and objectives.
Education
Bachelor of Science - Business Administration Opt. Marketing Management
CALIFORNIA STATE UNIVERSITY OF LOS ANGELES
Los Angeles, CA 05.2001 - 05.2012
Skills
Product Vision and Strategy
Software
Salesforce
Hubspot
Meridian Link
Fiserv DNA
FIS
Timeline
PRODUCT MANAGER
AMERICA’S CHRISTIAN CREDIT UNION
10.2023 - Current
AVP, RELATIONSHIP MANAGER
CITY NATIONAL BANK
06.2021 - 10.2023
RELATIONSHIP BANKER
CITY NATIONAL BANK
11.2018 - 06.2021
BANKER
ONEWEST BANK
10.2017 - 11.2018
Bachelor of Science - Business Administration Opt. Marketing Management
CALIFORNIA STATE UNIVERSITY OF LOS ANGELES
05.2001 - 05.2012