VITTORIO FABOZZO
Business Banking Relationship Manager
San Diego,CA
Summary
Goal-oriented Business Banking Manager offering 13 years of experience in field. Practiced negotiator and networker with positive mentality and strong critical thinking skills. Expert in acquiring new business relationships including booking complex loans/lines and other business products.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Business Banking Relationship Manager
Wells Fargo Bank
San Diego, CA
12.2021 - Current
- Achieved desired revenue, sales production, business scorecard and service scores
- Developed and executed an integrated and comprehensive territory sales plan to achieve desired results
- Targeted industries to maximize high probability and high potential
- Activated and energized territory partners to execute sales plan
- Developed center of influence (CIO) network by engaging in business networking and community activities
- Maintained frequent interaction with COIs, diverse industry segments, community leaders and senior business contacts
- Proactively managed portfolio of assigned high value client that typically have an annual sales revenue up to $20MM
- Deepening existing customer relationships through weekly calling activities appointments and virtual meeting
- Educating new and existing customer on a full range of services and complex needs such us Treasury Management, Payroll, Merchant Service
- One of my main responsibilities is to help clients with lending products, originating scored credit requests for customer that typically have an annual sale revenue up to $1MM
- Met with customers to assess needs and propose customized solutions.
- Provided leadership and direction to grow team portfolio and increase revenue.
Client Relationship Consultant
U.S. Bank
San Diego, CA
02.2021 - 12.2021
- Maintained and expanded business and consumer customer relationships through products
- Enhanced customer service experience by assisting tellers with business and customers as Senior Banker and Small Business Specialist
- I operated the office while there was no acting branch manager
- Delivered products presentations to clients in the territory, outlining products, features, benefits, and services identified and developed business
- Serviced new and existing small businesses with financial consulting as well as cash and cash flow management.
Senior Relationship Banker
Union Bank
San Diego, CA
03.2014 - 02.2020
- Solicit and identify business and consumer prospects in the market for acquisition
- Meet or exceed all assigned quarterly and annual goals for my position, as well as branch goals
- Managed assigned book of business and proactively meet with clients to build & retain long lasting relationships, discover financial needs and tailor product and service recommendations
- One of my main responsability is to help business and consumer clients with lending products, originating scored credit request up to $500.000 and refer to Business Banking Group in different channels of the bank all requests over $500.000
- Very successful in advocating for clients that may use Union Bank occasionally, to bring their entire relationship over including referrals to Wealth Management, UBIS and the Private Bank.
Relationship Banker
Chase Bank
La Quinta, CA
11.2010 - 03.2014
- Promote & sell JPMorgan Chase products and services with an emphasis on generating referrals to specific channels such as wealth management, business banking and mortgage
- Acquire, retain, and deepen relationships by establishing rapport with clientele based on trust.
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
Education
GED -
College of The Desert
Palm Desert, CA 9 2005 - 6 2009
National Certificate - Business Administration And Management
IPSART
Aversa Italy 09.1995 - 06.1999
Business Tourism And Hospitality
IPSART
Aversa Italy 9 1997 - 6 1999
Skills
Business Development
Business Development
Small business products
Strategic planning
Banking principles
Cost control and reduction
Financial analysis and reporting
Business development expertise
Cash handling expertise
FHA loan process background
Budget forecasting
Revenue Generation
Relationship building and management
Sales professional
Familiar with account coding
Certification
Business Banking Academy
Timeline
Business Banking Academy
02-2022
Business Banking Relationship Manager
Wells Fargo Bank
12.2021 - Current
Client Relationship Consultant
U.S. Bank
02.2021 - 12.2021
Senior Relationship Banker
Union Bank
03.2014 - 02.2020
Relationship Banker
Chase Bank
11.2010 - 03.2014
National Certificate - Business Administration And Management
IPSART
09.1995 - 06.1999
GED -
College of The Desert
9 2005 - 6 2009
Business Tourism And Hospitality
IPSART
9 1997 - 6 1999