Bryan G. Email & Phone Number

Ontario, California

City Of Industry, California

Responsible for assisting the Cash Management Sales Officers with sales related activities, retention of existing customers, and the development of new business from Branch network.Provide administrative support to Sales Officers to develop effective sales presentation to new and existing clients.Perform analysis on book of business to find any additional sales opportunities for Sales Officers.Work with Sales Officers and Relationship Managers on campaign initiatives by assisting with various reports, maintaining records, and assists with industry specific initiatives.Assists in preparation of proposals, presentations, pro-forma and other needed analysis to help the Sales Officers capture the sale. This includes sales to new and existing clients as well as Relationship Reviews.

City Of Industry, California

Responsible for the facilitation of new Cash Management and Depository Relationships for CBG and RBG Relationship Managers and Cash Management Sales Consultants. Serve as the primary client contact to validate that products and services communicated to the Implementation team are accurate. Interface with vendor banks when required, coordinate training as needed, and manage the implementation until all products and services are working as requested before handing the servicing off to a CCS Relationship Specialist.Position Accountabilities:Develop and maintain project plans for new Cash Management and Depository Relationships to ensure that target implementation dates are met.Manage communication with sales, service and relationship management throughout the implementation process.Manage communication with clients throughout the implementation process.Act as liaison with operations areas in the opening of new Cash Management and Depository products and services. Manage relationships with operations areas and ensure immediate action and resolution of problems that may arise during the implementation process.Acts as liaison with vendor banks in the establishment of new products and services. Manage relationships with vendor banks and ensure immediate action and resolution of problems that may arise during the implementation process.Coordinate system testing and training as required.Submit pipeline status reports.

Greater Los Angeles Area

Specialized in training new business clients on newly implemented Online Treasury Management Solutions and Products. Schedule and maintain WebEx training sessions on a daily basis with executive and operational business clients. Provide a professional and comprehensive training experience at client onboarding.Troubleshoot technical issues and introduce technical streamline techniques to clients.

Monterey Park, Ca

Primary point of contact for an assigned portfolio of affluent corporate businesses. Provide clients with navigational and technical assistance on various online Cash and Treasury Management Solutions and Products. Meet deadlines and business needs for client requests on a hourly and daily basis.Communicate with internal partners as needed in order to complete and implement client based inquiries.Problem solve system issues or account questions in a timely and professional manner.

Monterey Park, Ca

Setup Business Account into Account Analysis program. Analyze product and billing charges and fees. Communicated Earnings Credit Rates internally. Assisted with managing the migration of the Account Analysis online program interface.

Monterey Park, California

Liason for Treasury/Cash Management Specialists

West Covina, California

Primarily focused on the on-boarding of new clients at the Personal Banking level with new products and services. Cross Sell Bank Products and Services. Coordinate client based monetary transactions.