Successfully managed 200 small business clients throughout Central Valley California with a total revenue to Bank of the West in the amount of $1.5MM. Demonstrated the ability to build and maintain internal and client business relationshipsProviding continuous communication and marketing materials with branch staff in order to influenceProactively providing financial reviews to engage partners for cross-sell opportunitiesClient engagement consisting of building rapport, providing solutions, and exceptional customer service

Built strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly established those disciplines as critical to the success of our customers and company.Demonstrated the ability to build and maintain long-term internal and external business relationshipsEngaged in professional sales, negotiation and presentation skillsProficient in structuring, pricing, and negotiation to close the transaction Executed applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance)Monitored and managed adherence to Wells Fargo policies and proceduresDirected fulfillment risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisionsProactively monitoring, governance, risk identification and escalationAuthored and determined risk decisions commensurate with business unit’s risk within compliance framework requirements

Successfully managed several programs to support the functions and mission of Global Security for CVS Health, formally known as Aetna Health Insurance.Supported regulatory responses; (GDPR/HIPAA/PCI/NY State/NIST/AUP/SIG)Business owner of eGRC Security Exceptions applicationDeveloped end user dashboards, SOP’s, end user guides and training Enhanced Security Exception business processes and streamlined overall processIncreased program efficacy for reporting, KPIs and overall program metrics for Security ExceptionsMaintained and responded to centralized mailbox to support end users Developed and built automated reporting needsMaintained and reported program KPIsAdministered department communication as related to security incidents Governed PhishMe educational program for departmentManaged external client portal to communicate policies, company related documentation, and trainingSupported all training requests from end users and parallel teams in global security

Successfully managed 136 professional and health care industry client relationships with a total revenue to Wells Fargo Professional Bank in the amount of $2.5MM. Actively participated in key relationship reviews: recommending additional products and servicesWorked closely with internal partners to drive portfolio growth and implement opportunitiesEffectively managed external and internal escalations to effectively issuesHighly involved with risk management to avoid financial lossesIdentified and implemented strategies to improve quality of service, productivity and profitabilityManaged, trained, coach and mentored staff to enhance their skills and industry knowledgeInterconnected with internal business partners to define and communicated client services standardsLead projects resulting in improved client service, productivity and profitabilityEstablished and maintained excellent working relationships with peers throughout the organization to enhance the client's experience