Walter Serrano Email & Phone Number

Irvine, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

-Provide on-going exceptional client service on the phone and occasionally in person -Support the Preferred Banking team in day to day responsibilities and provide back-up support in Preferred Bankers absence -Participate in business development calls with Relationship Managers and/or Preferred Bankers-Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products-Provide a detailed analysis and comparison of current banking relationships -Develop cash management presentations and demonstrations-Created a monthly report to track client relationships and avoid unnecessary renewals and fees to clients

San Francisco, Ca, Us

-Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling existing and potential clients, whether in person or over the phone.-Establish and build rapport with consumer and business clients for long term business.-Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations.-Manage client accounts and present consumer and business clients with financial solutions that meet their personal short and long-term goals.-Maximize client relationship depth by partnering with lending, payroll, investment, and insurance specialists.-Execute operational activities such as international/domestic wires, fraud claims, credit applications, and sales of consumer/business banking products.

-Analyzed data to help buyers determine quantities of an item to order-Updating the inventory on excel database daily.-Trained and developed employees