David S. Email & Phone Number

Irvine, Ca, Us

Irvine, California, United States

Team lead for Orange and San Diego CountiesSenior Consultant for Orange and San Diego County Commercial Banking

Greater Los Angeles Area & Orange County

YoY Portfolio growth of 25%+YoY New Sales growth of 25%+Responsible for developing new TM business. Senior lead consultant for Southwest U.S. (So CA, AZ, NV, UT, NM)Cross-sell existing portfolio to be proactive with clients. Portfolio Management and Retention. Cover Southern CA Commercial Banking teams (San Diego to Los Angeles).

Greater Los Angeles Area

Cover/support: Corporate, commercial, retail, and entertainment groups.Responsible for developing new TM businessRetention and cross-sale of current portfolioDevelop sales market strategiesProject management for client implementations

Greater Los Angeles Area

Responsible for developing new TM businessExisting cross-salesPortfolio Management and retentionSupport Greater Los Angeles Commercial Banking teamSupport Northern Los Angeles Business Banking team

Irvine, Ca

Responsible for developing new businessManaging current portfolioDeposit goal of $20MM Retention of current portfolioLoan/credit goal of $2MM

Responsible for new sales, existing cross selling, market strategies, and business development of portfolio on West Coast for large corporate companies ($500 MM and greater in sales).Responsible for maintaining and growing revenue through proactive relationship management with new and prospective clients.Support and manage International Banking on West Coast (mainly Japanese and European companies with $500MM and greater in sales) for TM.Responsible for establishing and growing our Insurance Industry vertical on the West Coast (for TM).Volunteer my time on various internal strategic boards within the bank to help with overall direction and in establishing verticals within the bank.Meet & exceed annual goal of $1.2MMResponsible for maintaining an active “cold-calling” prospect list in order to further business development on the West Coast.

Responsible for new sales, existing cross selling, market strategies, and development of portfolio.Support Commercial Real Estate, Entertainment, Financial Institutions, Dealer Services, HOA, and Deposit Solutions Group.Support Large Corporate and Asset-Based Large Corporate for Southern CA Market.Support Middle Market, Commercial Bank (20 R/M’s).

Responsible for new sales, existing cross-selling, market strategies, and development of portfolio.Support National Corporate Market (Los Angeles, Chicago, New York) for Japanese Business Unit.Support Middle Market R/M’s in Los Angeles.

Responsible for new sales, existing cross-selling, market strategies, and development of portfolio.Supported 35 Branch NetworkHelped establish TM Department for the Bank.Worked with vendors to set up Sweep, On-Line Banking, and DDA Systems (non-technical).