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Comprehensive knowledge of private banking operations, lending, bank deposits and investments. Strong relationship and communication skills to establish, retain and deepen the affluent clientele relationships. High level of comprehension with numbers and financial reports. Series 6 and 63 Securities License and Washington State Insurance License.
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Vice President - Bellevue Commercial Banking Center Relationship ManagerHeritage Bank Nw Feb 2017 - Nov 2018Olympia, Wa, Us Responsible for overseeing and managing multiple departments – Commercial Account Servicing and Retail Office to ensure that established production goals for deposits, fee income, loan production and other corporate goals as assigned, are met or exceeded and customer service is conducted in accordance with Heritage Bank service standard Develop, implement and monitor the annual and quarterly business plans, including sales goals, income and expense strategies to ensure maximum profitability and effectiveness for branch and assigned banking community. Proactively working with Commercial Bankers and their clients to deepen personal banking and investment relationship. Monitor and manage the Downtown Bellevue Commercial Banking Center with core deposits of $550MM and review consumer and small business portfolio to assess and minimize risk as it relates to credit and operations. -
Vice President, Private BankerUnion Bank Nov 2014 - Jul 2016San Francisco, Ca, UsProactively attract, deepen and manage comprehensive financial relationships within the affluent segment.Cultivate referral networks through active community involvement and professional group affiliations to source new affluent clients and proactively address clients needs.Engaging internal bank partners as well as external centers of influence for new clients to Union Bank.Proactively addressing the changing needs of my clients through regular review and refinement of the client's customized wealth management strategy.Monitor and manage my portfolio to assess and minimize risk as it relates to credit and operations.Responsible for structuring credit requests, pricing decisions and approval recommendations and minimize loss exposure. -
Vice PresidentOpus Bank Mar 2013 - Oct 2014Irvine, California, UsOpened the De Novo Downtown Tacoma Banking Office for Opus Bank.Responsible for leading the sales activities for the Downtown Tacoma Banking Office by outbound calling on business' in the downtown core and throughout Pierce County.Accomplishes objectives through coaching, guidance and staff motivation and will be responsible for providing leadership through training and supervising.Participates in establishing retail office goals in collaboration with Retail Bank Management.Working in tandem with internal and external business partners to acquire new relationships to Opus Bank.Continuously working with referral sources within the Tacoma Business Community for new prospects.Recognized for Manager of the Quarter Award in Washington State.Grew deposits from $0 to $13 million in 6 months from opening date of banking office.Originate Commercial and Small Business loans and lines of credit.External business development for Fiduciary and Correspondent Banking services. -
Assistant Vice President, Private Banking Relationship ManagerU.S. Bank Sep 2009 - Nov 2012Minneapolis, Mn, UsRetained, managed, and deepened client relationships for the Wealth Management & Trust Affluent Banking client base (affluent clients with $500 M to $5 MM in investable assets) a portfolio which consisted of 175 clients. Partnered with US Banc Investment Financial Advisors to grow the affluent client revenue and business for US Bank. Top investment producer for The Private Client Group of US Bank. Responsible for acceptable risk and credit analysis, structuring credit requests, making credit pricing decisions and approval recommendations, and minimizing loss exposure. Provided advice, counsel and high level customer service to meet the financial needs of clients. -
Assistant Vice President, Premier Banking Client ManagerBank Of America Jan 2005 - Apr 2009Charlotte, Nc, UsDeveloped and managed a $115 MM portfolio comprised of 288 affluent clients.Provided financial consulting on mortgage, consumer credit and banking solutions to help manage client’s wealth.Built strong referral relationships with Private Banking, Commercial & Consumer Banking and Mortgage Executives.Worked together with a Financial Advisor to help identify and recommend personalized investment strategies for retirement, education asset allocations and estate planning. -
Assistant Vice President, Banking Center ManagerBank Of America Jan 2003 - Jan 2005Charlotte, Nc, UsManaged a medium to large banking center FTE of 12.2, which supported a more complex market with a larger loan and deposit base of $39 MM.Responsible for guiding and leading the sales and service activities provided to individual consumer clients.Drive results in the development of associates, expanding client relationships, achieving sales goals and exceeding client service expectations.Effectively managed a Banking Center for Bank of America, from a ranking of #33 out of #33 to an ending ranking of #5 of #33 Banking Centers for the South Sound Market.Increased overall sales for the Banking Center to be able to add to staff. Beginning FTE for Banking Center was 5.2, equating to 6 associates to and ending FTE of 12.2, equating to 18 associates. -
Assistant Vice President, Senior Personal BankerBank Of America Jan 1998 - Jan 2003Charlotte, Nc, UsEstablished and deepened relationships with banking center clients and potential clients achieve sales goals and provided high quality customer service.Proactive calling on a portfolio of 350 Bank of America clients to ensure that current and future needs are met and planned.Worked continually with a team of six tellers to improve the teller’s referrals and production results for the Banking Center.Selling of Annuities and Mutual Funds offered by Banc of America Investments. -
Teller LeadBank Of America Jan 1996 - Jan 1998Charlotte, Nc, UsTrained and supervised six tellers.Responsible for monthly certifications, balance of branch cash and general ledger accounts.Assisted the Customer Service Manager on a monthly and quarterly basis on operational control pursuant to audit and regulatory compliance.
Andrew Mina Skills
Andrew Mina Education Details
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Bellevue CollegeBusiness Administration
Frequently Asked Questions about Andrew Mina
What is Andrew Mina's role at the current company?
Andrew Mina's current role is Vice President - Bellevue Commercial Banking Center Relationship Manager - Retired.
What is Andrew Mina's email address?
Andrew Mina's email address is an****@****knw.com
What is Andrew Mina's direct phone number?
Andrew Mina's direct phone number is +181676*****
What schools did Andrew Mina attend?
Andrew Mina attended Bellevue College.
What skills is Andrew Mina known for?
Andrew Mina has skills like Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Credit Analysis, Retail Banking, Sales Management, Finance, Business Development, Investments, Private Banking.
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