Reyna Tapia
Rio Rancho,NM
Summary
Business relationship manager with recognition as a top performer in business banking for 2025. Expertise in managing client relationships to enhance service delivery and satisfaction. Proficient in developing strategies that align client needs with market trends, driving significant growth.
Overview
21
21
years of professional experience
Work History
Business Relationship Manager
JPMorgan Chase
Albuquerque, New Mexico
12.2023 - Current
- Managed client relationships to improve service delivery and increase client satisfaction.
- Developed tailored solutions addressing client needs and aligning with market trends.
- Conducted regular client meetings to assess service delivery and pinpoint areas for improvement.
- Analyzed client feedback to identify areas for improvement in services offered.
- Collaborated with cross-functional teams to align business objectives and strategies.
- Researched competitive offerings in order to create more effective sales strategies.
- Recognized as top performer in business banking for 2025
Business Services Representative
First Citizens Bank
Albuquerque, NM
09.2022 - 10.2023
- Conducted sales outreach to expand market presence and drive revenue.
- Generated new business opportunities through strategic networking and referral sources.
- Partnered with commercial bankers on joint client calls as a subject matter expert.
- Facilitated client meetings to provide project updates and address customer needs.
- Cultivated relationships with staff and management to enhance collaboration.
- Identified areas for improvement to support effective decision-making.
- Implemented strategies to leverage new opportunities for growth.
- Developed methods to execute programs effectively and achieve performance goals.
Branch Manager/Assistant Vice President
Bank of the West
Albuquerque, NM
10.2019 - 08.2022
- Managed team performance to maximize branch profitability and inspire full potential, fostering a culture of collaboration and accountability.
- Developed financial assessments to evaluate clients' current and future financial statuses, enabling tailored financial solutions and improved client satisfaction.
- Established community relations and generated customer leads through local gatherings and networking events, enhancing branch visibility and client engagement.
- Analyzed market trends and competitors to identify growth opportunities.
- Ensured compliance with bank policies and legal guidelines for loan approvals and money handling.
- Maintained audit-ready records through timely month-end and year-end closings.
- Coordinated preparation of materials for external audits and financial reporting.
- Created financial management mechanisms to mitigate business risks.
Branch Manager
First National Bank 1870
Santa Fe, NM
06.2018 - 09.2019
- Directed branch business development through in-branch selling and outreach campaigns, increasing client engagement.
- Generated new business by presenting bank products and following up with clients to secure additional sales.
- Coached staff in customer service excellence and sales of bank products.
- Executed corporate growth strategies to enhance deposit averages and cross-sale ratios.
- Led two branches until closure of drive-thru location, maintaining operational effectiveness.
- Managed client projects leveraging research data to drive informed decision-making and enhance service delivery.
- Ensured compliance with operational standards for staff and clients.
- Represented bank positively at community events, fostering relationships and goodwill.
Treatment Coordinator-Comm Relations Management
Reyna Tapia, Smile 360
Austin, TX
06.2017 - 01.2018
- Represented Smile 360 at outreach and marketing events, increasing brand visibility and patient engagement.
- Conducted financial consultations with patients to create tailored payment plans that accommodated individual needs.
- Managed scheduling for three-hygiene restorative and oral surgeon practices.
- Assessed daily schedules to ensure appropriate treatment and payment processes.
- Reviewed pending claims with insurance companies, resulting in expedited payment processing.
- Analyzed patients' explanations of benefits and billed accordingly after payment.
- Balanced daily, monthly, and yearly financial transactions effectively.
Financial Advocate
Presbyterian Hospital
Albuquerque, NM
03.2012 - 06.2017
- Screened patients for eligibility for state, local, and federal assistance programs.
- Accessed programs and developed tailored payment strategies aligned with patient needs.
- Verified patients' insurance and payment methods to ensure seamless admissions and check-in.
- Managed community outreach initiatives to inform patients about resources and support services.
- Trained new hires on procedures and best practices to enhance service delivery.
- Responded to patient inquiries and directed concerns to relevant medical staff.
- Maintained current knowledge of community-based resources beneficial to patients.
- Provided notary public services to clients for medical documentation
Treatment Coordinator
Grant Davis Gribble Dental
Albuquerque, NM
08.2005 - 03.2012
- Coordinated patient treatment plans with dental professionals and staff.
- Managed patient schedules to optimize clinic workflow and reduce wait times.
- Educated patients about treatment options and financial responsibilities.
- Addressed inquiries for information to support patient understanding and care coordination
Education
Central New Mexico Community College
Albuquerque, NMSkills
- Client relationship management
- Business banking services
- Financial planning
- Risk assessment
- Strategic networking
- Decision-making support
- Team leadership
- Effective communication
Boards
- SAFE House Board Member May 2022-September 2022
Accomplishments
- Outstanding Performer - Business Banking 2025
Timeline
Business Relationship Manager
JPMorgan Chase
12.2023 - Current
Business Services Representative
First Citizens Bank
09.2022 - 10.2023
Branch Manager/Assistant Vice President
Bank of the West
10.2019 - 08.2022
Branch Manager
First National Bank 1870
06.2018 - 09.2019
Treatment Coordinator-Comm Relations Management
Reyna Tapia, Smile 360
06.2017 - 01.2018
Financial Advocate
Presbyterian Hospital
03.2012 - 06.2017
Treatment Coordinator
Grant Davis Gribble Dental
08.2005 - 03.2012
Central New Mexico Community College