Rolando Sanchez
Irvine,CA
Summary
Business-driven Relationship Manager focused on developing strategic business opportunities and finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 18 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
18
18
years of professional experience
Work History
Relationship Manager III
U.S. Bank NA
10.2022 - Current
- Manage a diverse portfolio of business clients with annual revenues ranging from $2.5 million to $25 million.
- Oversee relationships with clients holding existing commercial loans, ensuring proactive account management and high service standards.
- Drive portfolio growth by originating new commercial loans, increasing deposit balances, and generating fee income through merchant services, treasury management solutions, and commercial credit card programs.
- Lead account maintenance activities including loan renewals, onboarding new accounts, and ensuring compliance with internal and regulatory requirements.
- Serve as a mentor and resource to branch employees, supporting their development and enhancing client service delivery.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Participated in staff meetings to discuss innovative strategies to improve services.
Business Development Consultant
U.S. Bank NA
08.2021 - 10.2022
- Collaborated with Business Banking and Small Business teams to identify and acquire non-bank clients, driving new business opportunities.
- Scheduled and coordinated joint meetings with internal partners and prospects to promote financial products and services.
- Conducted client outreach and attended meetings alongside Relationship Managers, Payment Solutions Specialists, and Treasury partners to present tailored business solutions.
- Actively networked with Centers of Influence (COIs) to expand referral sources and generate new leads.
Small Business Banker
Bank of America
07.2015 - 08.2021
- Working with clients with annual revenues between 2.5 - 5 Million
- Working on loans requests between 250K - 5MM
- Communicate regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Build and maintain relationships with new and existing clients while providing high level of expertise.
- Cross-selling credit cards, loans, and other banking tools.
- Networked among local business and community organizations to develop leads and generate business.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Business Specialist
Wells Fargo
10.2013 - 07.2015
- Assisted business clients with annual revenues up to 1 Million
- Originated small business loans up to 250K
- Referred commercial loans to Relationship Management Team.
- Responsible for generating business revenue for the branch.
Relationship Manager I
JP Morgan Chase
01.2011 - 10.2013
- Assisted clients in identifying their needs and provided suitable solutions to meet their requirements.
- Conducted regular meetings with clients to discuss their requirements and offered appropriate solutions.
- Analyzed financial requirements of clients to match with bank's product offerings
- Managed book of business
- Originated loans up to 250K
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Personal Banker
JPMorgan Chase
01.2008 - 01.2011
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
Education
High School Diploma -
Skills
- Client relationship management
- Product knowledge
- Customer service
- Portfolio growth
- Customer relationship management
Education
Business Administration - Southern New Hampshire University - Expected to graduate May 2027
Languages
Spanish
Native or Bilingual
Timeline
Relationship Manager III
U.S. Bank NA
10.2022 - Current
Business Development Consultant
U.S. Bank NA
08.2021 - 10.2022
Small Business Banker
Bank of America
07.2015 - 08.2021
Business Specialist
Wells Fargo
10.2013 - 07.2015
Relationship Manager I
JP Morgan Chase
01.2011 - 10.2013
Personal Banker
JPMorgan Chase
01.2008 - 01.2011