•Develop and execute strategic plans to acquire and deepen relationships with middle market and commercial clients in the San Francisco Bay Area.•Generate new business opportunities and referrals by cultivating and maintaining relationships with centers of influence and other professionals.•Provide customized banking solutions to clients with a focus on owner-occupied and investor commercial real estate, as well as commercial and industrial (C&I) financing.•Leverage knowledge of financial products, credit underwriting, and risk management to structure and negotiate complex deals for clients with annual revenues ranging from $2.5M to $50M.•Collaborate with internal partners to deliver a seamless customer experience and exceed client expectations.•Excel in external partnerships with attorneys, accountants, and other professionals to provide holistic solutions to clients.•Maintain in-depth knowledge of industry trends, competitive landscape, and regulatory environment to inform sales strategies and drive business growth.

•Focused on middle market clients, commercial banking clients, owner occupied commercial real estate, and investor real estate.•Developed and executed strategies to expand the bank's commercial and investor real estate lending portfolio.•Collaborated with business banking relationship managers to identify cross-selling opportunities and enhance the bank's customer experience.

•Achieved 118% of defined revenue plan in 2018, exceeding sales quotas and driving business growth.•Recognized as a top performer in Northern California, receiving awards for outstanding sales achievements in 2017 and 2018.•Developed and delivered compelling value proposition presentations to prospective and existing customers, effectively communicating the benefits of the bank's products and services.•Strategically forecasted sales and revenue targets, leveraging data analysis and market trends to inform business decisions and drive results.

•Co-founded Trusted Advisor Group (TAG), a select group of professionals who work collaboratively to provide clients with holistic and trusted advice and services.•Facilitate discussions among TAG members to identify synergies and opportunities for collaboration to help clients.•Leverage extensive network of professionals to connect clients and prospects with experts in various fields such as law, accounting, insurance, and financial planning.•Provide clients with comprehensive solutions that address their unique needs and goals by working closely with TAG members and other trusted partners.•Conduct educational seminars and workshops to educate business owners on various topics related to business growth, risk management, and exit planning.•Foster relationships with clients and prospects by providing value-added services through TAG's collaborative network of professionals.

•Drove a $1.1 million increase in office revenues over three years as Bank Manager. •Devised and executed successful marketing events that generated a steady stream of new leads.•Developed and implemented a sales plan for real estate lending, resulting in a remarkable 270% increase in business.

•Generated a 30% increase in lending production across four underperforming mortgage offices in the Los Angeles market, exceeding company minimum standards.•Prepared and delivered strategic financial proposals to clients and prospects to secure new business.•Conducted daily cold calling to consistently generate new leads and maintain a robust pipeline.•Coached and trained employees on sales techniques, financial products, and regulatory compliance.•Fostered a positive team environment and incentivized performance to maximize results.

•Ranked #6 out of 100 retail bank offices in the Los Angeles metropolitan region by increasing revenue and exceeding sales targets.•Managed a team of 25 sales professionals that marketed and sold retail banking products, business banking products, and investments.•Established and launched an outside sales department to support branch offices in business development, resulting in increased revenue and enhanced customer relationships.