Steven Sandoval
Lakewood,CA
Summary
Senior manager with extensive leadership experience in strategic planning and operations. Known for driving growth and optimizing processes within the banking industry. Skilled in team collaboration and stakeholder engagement, consistently achieving impactful results. Adaptable and reliable in dynamic environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
VP, Regional Operations Manager
City National Bank
10.2020 - Current
- Directed the successful launch of new operational risk initiatives.
- Managed a diverse team of over 40 employees to achieve high standards in customer service.
- Managed deposit growth, consumer and small business credit expansion, and wealth management referrals.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies, and company policies.
- Guided team members in project management best practices for successful execution.
- Facilitated leadership meetings to ensure alignment on strategic objectives and priorities.
VP, Lead Private Banking Officer
City National Bank
05.2016 - 10.2020
- Strengthened collaboration with senior management and external partners to optimize revenue streams.
- Oversaw high-net-worth client portfolios, delivering tailored financial strategies.
- Developed strategic initiatives to enhance overall business performance and market presence.
- Directed talent management strategies to attract, retain, and develop top-tier employees.
- Maintained relationships with key stakeholders by attending meetings, and responding promptly to inquiries or requests for information.
- Exceeded sales goals through upselling and cross-selling within the existing client base, as well as strategically attracting new business.
AVP, Client Service Manager
City National Bank
09.2014 - 05.2016
- Achieved a 95% satisfaction rate by leading the client service team with strong communication and problem-solving skills.
- Directed a portfolio of major client accounts, leading to a 15% rise in revenue year over year.
- Facilitated ongoing training programs to improve staff's understanding of products, and risk mitigation.
- Partnered with Treasury sales and credit teams to uncover upselling and cross-selling opportunities with current clients.
- Recognized as 2015's leading Sales and Service Client Manager.
Education
Associate - Business Administration
Long Beach City College
Long Beach, CASkills
- Microsoft Suite Proficient
- Project Management
- Digital literacy
- Operational risk management
- Change management
Certification
- Human Resource Management, California State University-Long Beach, May 2015
- Management Essentials, City National University, December 2014
Timeline
VP, Regional Operations Manager
City National Bank
10.2020 - Current
VP, Lead Private Banking Officer
City National Bank
05.2016 - 10.2020
AVP, Client Service Manager
City National Bank
09.2014 - 05.2016
Associate - Business Administration
Long Beach City College