Riley Tatum
Valley Center,CA
Summary
Multi-talented Vice President, knowledgeable about sales, operations, and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing team sales and operations processes while motivating colleagues and establishing long lasting profitable client relationships.
Overview
9
9
years of professional experience
Work History
VP Sales & Operations Manager
City National Bank
2022.02 - Current
- Responsible for managing high-net worth client relationships in partnership with Preferred Banker(s)
- Supports internal sales activities including developing product knowledge
- Proactively cross sale - recognizes referral and sales opportunities making appropriate product/service recommendations
- Performs daily cost center operations i.e transaction reviews, GL reviews, collects outstanding documents, KYC, FCC reach outs
- Provides expertise in risk management and loss prevention policies and procedures
- Responsible for monitoring and auditing Preferred team for compliance with policies and procedures.
Private Banking Officer I
City National Bank
2020.12 - 2022.02
- With an emphasis on risk management and compliance performs deposit operations-related activities for the region while maintaining up-to-date knowledge of account activity by reviewing various reports and systems
- Primary facilitator of new deposit accounts and small business consumer lending requests
- Consistently completes all required KYCs for new clients/entities/loans
- Also acts as primary liaison between the client and all areas of the bank
- Resolves client inquiries and complaints and takes appropriate action to prevent future problems
- Analyzes client needs in order to cross-sell a wide variety of Bank services and introduces clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker
- Maintains complete knowledge of all bank products and services.
Private Banking Senior Administrative Assistant
City National Bank
2019.07 - 2020.12
- Support the daily activities of a team of Private Banking professionals
- Perform administrative activities from daily scheduling to ensuring specific Private Bankers events run effectively
- Provide information and complete assignments with timeliness and attention to detail, demonstrating effective time management skills to meet various deadlines and stated goals of the Private Banking team
- Utilized operational experience to frequently assist the Private Bank Officer with preparing new account packages, generating statements and servicing clients.
Client Officer
City National Bank
2017.08 - 2019.07
- Supervise and participate in operational activities, client service, and internal sales activities of the branch
- Responsible for assisting in the hiring, developing, and coaching of the branch office operations colleagues and directly responsible for supervising the operations team
- Handle complex and diverse customer service issues, activities and transactions
- Assist the Client Manager in motivating and building the operational integrity of the operations team in support of the branch objectives
- Meet sales goals in the categories of loans, deposits, new clients, and treasury management.
Operations Lead, Teller Supervisor
Citibank
2016.06 - 2017.08
- Oversaw the transactions of the teller line, and assist in the resolution of customer needs when tellers are unable to resolve on their own
- Decision customer requests as well as provide approvals on transactions
- Continually train employees on proper bank protocol and oversee all operational tasks ranging from daily to annual requirements in a financial environment
- Act as the branch's operations specialist leading to successful audits.
Member Solution Representative
Pacific Marine Credit Union
2016.01 - 2016.06
- Open sub accounts for existing members, provide loan decisions and direct members to appropriate loan officer for funding, create online banking profiles, process transfers (wires, western unions) and create cashier's checks.
Teller
Citibank
2015.05 - 2016.01
- Provide account services to customers by being knowledgeable in a variety of bank transaction and services
- Ability to answer questions in person or over the phone and refer bank products to meet customer needs.
Education
Business Administration Associates -
San Diego Community College
01.2020
General Education Courses - undefined
Palomar Community College
01.2015
Skills
- Excellent Written & Verbal Communication
- Organizational Development
- Operations Management
- Procedure Implementation
- Scheduling
- Product Knowledge
- Strategic Partnership Development
- Client Retention & Development
References
- Cameron Stacy, (916) 945-0053, City National Bank, VP, Preferred Relationship Manager
- Federico Douzoglou, (301) 580-4775, City National Bank, SVP, Preferred Strategy Manager
Timeline
VP Sales & Operations Manager
City National Bank
2022.02 - Current
Private Banking Officer I
City National Bank
2020.12 - 2022.02
Private Banking Senior Administrative Assistant
City National Bank
2019.07 - 2020.12
Client Officer
City National Bank
2017.08 - 2019.07
Operations Lead, Teller Supervisor
Citibank
2016.06 - 2017.08
Member Solution Representative
Pacific Marine Credit Union
2016.01 - 2016.06
Teller
Citibank
2015.05 - 2016.01
Business Administration Associates -
San Diego Community College
General Education Courses - undefined
Palomar Community College
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