William Witmer
San Diego,CA
Summary
Business banking professional with proven track record in providing strategic financial solutions and enhancing client satisfaction. Known for strong collaboration skills and adaptability to changing needs, ensuring reliable support to teams and clients alike. Expertise in risk assessment and analysis, coupled with results-driven approach.
Overview
10
10
years of professional experience
Work History
Senior New Accounts Banker/CSR III
Poppy Bank
Del Mar, CA
11.2025 - Current
- Maintain thorough knowledge of banking products and services.
- Achieve 100% client satisfaction scores by providing friendly and reliable service.
- Effectively seek out sales opportunities, cross-selling bank products and referring to appropriate business partners.
- Generate new client relationships by developing new COIs to meet branch profitability goals.
- Complete daily reports and branch recap, ensuring documents are approved and uploaded to our core system.
- Reviewing updates to internal policies and procedures daily to ensure proper compliance.
Business Banking Specialist
Benchmark Bank
Houston, TX
09.2021 - Current
- Served as the primary point of contact for high-value business clients utilizing advanced commercial banking products.
- Managed a team of customer service representatives, ensuring prompt and accurate support for complex banking needs.
- Worked closely with branch managers and staff to promote a culture focused on exceptional service delivery for business banking customers.
- Spearheaded an initiative to improve banking accessibility for elderly clients, enhancing service delivery and community engagement.
- Generated business and acquired new customers through diverse promotional, outreach and networking strategies.
- Provided personalized financial advice, addressing unique needs of business clients across various industries.
- Developed long-lasting relationships with clients, resulting in repeat business and positive referrals.
- Trained junior team members on best practices related to business banking services and products.
Research Analyst
Greenbond Group
Houston, TX
11.2020 - 09.2021
- Conducted in-depth research on Gulf of Mexico oil wells to identify business development opportunities.
- Designed and delivered marketing materials for investor meetings and client retention efforts.
- Thrived in a dynamic, startup environment with a focus on accountability and collaboration.
- Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
Project Manager
WWW Abodes
Los Angeles, CA
08.2019 - 11.2020
- Oversaw full-cycle accounting, including billing, accounts payable, and budgeting.
- Delivered projects on time and within budget under tight deadlines.
- Managed vendor relationships and coordinated work with external contractors.
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Licensing Specialist
Frontera Law Group
Los Angeles, CA
09.2017 - 10.2019
- Guided cannabis startups through legal and regulatory hurdles to expedite market entry.
- Created 25+ local and 10 state-level business licenses for clients in the California cannabis sector.
- Drafted key legal agreements and supported senior attorneys by incorporating multi stakeholder feedback.
- Led five client teams through West Hollywood’s competitive cannabis licensing process.
- Accomplished successful renewal of expiring licenses through meticulous preparation, submission, and follow-up of relevant documentation.
Education
Bachelor of Science - General Geology, Specialization in Petroleum Engineering
University of Texas At Austin – Jackson School of Geosciences
Austin, TX08.2017
Skills
- Microsoft Excel
- Adobe Photoshop & Illustrator
- Analytical Research
- Project Management
- Regulatory Compliance
- Legal Document Drafting
- Investor Relations
- Risk evaluation
- Financial Operations
- Customer care
- Notarial acts
Timeline
Senior New Accounts Banker/CSR III
Poppy Bank
11.2025 - Current
Business Banking Specialist
Benchmark Bank
09.2021 - Current
Research Analyst
Greenbond Group
11.2020 - 09.2021
Project Manager
WWW Abodes
08.2019 - 11.2020
Licensing Specialist
Frontera Law Group
09.2017 - 10.2019
Bachelor of Science - General Geology, Specialization in Petroleum Engineering
University of Texas At Austin – Jackson School of Geosciences