David Sobczyk Email & Phone Number

• Launched online account opening for consumer and business banking utilizing the MeridianLink platform (JHA Opening Act) as lead project manager and trainer
• Create and produce monthly digital banking reports for the board of directors
• Initiated several peripheral digital banking projects, inclusive of mobile wallet (Apple Pay/Google Pay/Samsung Pay) and Zelle

• Business portfolio management
• Responsible for attaining new business relationships with revenues of 5 to 20 million
• Served as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients

Greater Los Angeles Area

• Manage high net worth portfolio of personal and business clients
• Develop and maintain business relationships to maximize sales opportunities and grow the banks book of business
• Provide a full range of banking services to consumer and business clients to retain and expand relationships with new and existing clients
• Achieve quarterly sales goals by expanding and acquiring new banking relationships
• Strong partnership with various divisions of the bank: wealth management, international, treasury management, private client services to maximize sales opportunities with new and existing client relationships
• Adhere to operational controls, including legal and regulatory procedures to ensure the safety and security of customer and bank assets

Greater Los Angeles Area

• Acquired and maintained consumer and business relationships
• Developed strategies to grow client base and implement appropriate sales plans to target prospective customers
• Proactively met with clients face to face and over the phone to discover their financial needs and provide solutions
• Assisted in retaining a team of sales colleagues to achieve necessary goals within the branch
• Sustained working knowledge of all current operations and procedures
• Proficiency in multi-tasking and prioritizing projects