Greg Diaz Email & Phone Number

San Diego Metropolitan Area

• Serve as the West Coast Leader for the Franchise Solutions Specialty Initiative, the second specialty group in the Business Banking Organization after Practice Solutions, driving strategic growth in franchise financing across California, Hawaii, and other key western markets. • Indirectly manage the performance of the entire West Coast General Business Banking population while leading integration across eight additional business lines to align strategies and enhance operational outcomes. • Spearheaded the creation of General Franchise Lending (GFL), a groundbreaking initiative that enabled underwriting for brands outside traditional credit appetites, utilizing Franchise Disclosure Documents (FDD) and franchisor data to identify new opportunities and expand into untapped industries. • Designed and implemented franchise-specific “Approved Programs,” leveraging advanced data analytics to drive measurable portfolio growth, mitigate risk, and enhance performance across industries such as early childhood education, automotive, restoration, shipping, medical practices, leisure, and wellness. • Directed the integration of SBA SOP changes to grow 7(a)-to-7(a) refinance market share, aligning regulatory changes with business strategy to deliver significant results. • Partnered with National Sales and Program Development teams to enhance client acquisition and retention, consistently achieving top performance across product lines and driving approval rate increases. • Delivered comprehensive financial solutions, integrating SBA loans, 504 loans, conventional credit, treasury solutions, and deposit products to elevate client satisfaction and engagement with franchise entities. • Positioned Bank of America as a leader in franchise finance by leveraging market insights and trend analysis to drive continuous innovation and outpace competitors.

San Diego Metropolitan Area

• Strategized the seamless integration of legacy BBVA treasury clients into PNC’s product suite and technology platform as part of PNC’s West Coast expansion, ensuring operational continuity and preserving high client satisfaction. • Advocated for extended support during the migration, securing a longer grace period before sunsetting BBVA’s platform. Championed retaining BBVA technology associates on a contract basis to provide an additional year of client support, significantly reducing operational disruptions. • Exceeded projected client retention targets by leveraging tailored transition strategies, resulting in a retention rate of 75%, well above initial forecasts. • Boosted treasury deposit balances by 23%, driving financial growth through innovative client retention strategies and personalized service models tailored to middle-market clients. • Developed an interim coverage framework to retain former BBVA associates and safeguard client relationships, maintaining service excellence during the acquisition process.

San Diego Metropolitan Area

• Directed national small business banking sales performance, integrating innovative digital solutions to enhance branch productivity, increase in-person client meetings, and support fintech-style online platform growth. • Developed a hybrid strategy combining digital tools and in-person engagement, driving seamless collaboration between Small Business Bankers, branch teams, and digital platforms to maximize client acquisition and retention. • Optimized branch and field-based resource allocation by identifying high-potential locations through data-driven market analysis, enabling the deployment of Small Business Consultants and Small Business Bankers to high-growth territories. • Innovated digital solutions to amplify client outreach, including implementing tools that supported customer needs remotely while driving branch sales growth through increased client-facing opportunities. • Strengthened SBA lending and treasury management capabilities by building partnerships with SBA Business Development Officers, equipping teams with the tools to deliver tailored lending solutions and robust treasury products. • Championed integration of fintech-style platforms, enabling small businesses to access banking solutions online while fostering collaboration with local branches, bridging the gap between digital innovation and in-person client engagement. • Delivered measurable improvements in client experience and business performance by combining data-driven decision-making, cross-functional collaboration, and forward-thinking digital innovation strategies.

Princeton, New Jersey, United States

• Strengthened franchise alignment with corporate objectives, enhancing brand synergy across metropolitan and local markets through strategic partnership development.• Pioneered a scalable framework for franchise expansion, laying the foundation for sustainable growth that aligned with the brand’s core values and ensured consistency across operations.