Senior Relationship Banker
Union Bank
Total years of experience :0 years, 7 Months
Compiled and analyzed complex business financial data and provided recommendations to help businesses and individuals achieve immediate and long-term banking and financial solutions.
Partnered with business partners to execute Banks strategic plans as it related to Foreign Exchange, Investment Services, etc.
Managed portfolio of small business and affluent market relationships, cross selling retirement accounts, credit facilities (small business and home equity).
Entrepreneurial business developer skilled in cultivating new business, launching new products/services, and driving sales of business banking products/services. Tasked with keeping abreast of macro and micro-economic trends and analyzed complex financial data (i.e. tax returns and profit and loss and balance sheets for Corporations, Partnerships and Sole Proprietorships).