Client Relationship Manager
CurrentResponsibilities include developing new business and managing existing portfolio of Commercial Banking Clients in the Bay Area which include private, public and non-profit entities. Debt products include financing for expansion or acquisition, equipment financing, working capital or financing owner occupied real estate. Additonal bank services may include customized Treasury Management Account Structures, Fraud and Risk Protection, Trust and Escrow, Merchant Card Services for collection of funds or Commercial One Card for managing payables and travel and entertainment expenses.
Jan 2012 - Present
