Robert Boman Email & Phone Number

San Diego, California, United States

Support the sales team in their efforts to acquire and retain treasury management clients. Responsible for developing and maintaining relationships with clients and prospective clients. Able to understand the clients' financial needs and offer appropriate treasury management solutions that will help them manage their cash flows more efficiently.Responsible for coordinating and executing treasury management product implementations. Ensuring that clients have a seamless onboarding experience and that all treasury management products and services are set up correctly and functioning as intended.

San Diego, California, United States

Greater San Diego Area

Supporting Treasury Management Sales Officers and/or Commercial Relationship Managers with all aspects of the Treasury Management Sales and Implementation Process. Attending client and prospect calls to assist in evaluating clients needs and recommending solutions. Preparing proposals and pricing pro-formas, obtaining and validating required client documentation. Providing product demonstrations and training, overseeing post-sales implementation process. Assisting with trouble-shooting and client service during the sales, implementation or post-implementation process. Partnering with internal stakeholders including Relationship Managers, Operations and Product Management to communicate client requirements and issues. Investigating, recommending and/or implementing changes to systems, procedures, products to maximize efficiencies and consistent workflows.

La Jolla, Ca

My role involves working with clients to help them make the right decisions with their business banking accounts and explain the financial services on offer to them. I also identify possible sales opportunities and generate new business for my company.

Via De La Valle

As a Business Specialist my daily operations consist of selling retail products to personal and business clients. Other operations consist of updating sales reports and analyzing data for sales objectives. Having a balance of all sales products while qualifying clients for: Checking and Savings accounts, Business and Consumer Lines of Credit, Business Equipment Financing and Credit Analysis. Cultivate strong partnerships with Business Banking Group, Payroll, Merchant and Business Insurance. Business loans and lines are currently carrying most of the sales operations that create revenue and profitability.

Bachelor Of Arts (B.A.), Philosophy

Bachelor Of Arts (B.A.), Philosophy, 3.0

Activities and Societies: N/AStudied critical thinking and evaluation of chains of reasoning. Developed an open mind through a variety.