Vice President Senior Healthcare Relationship Manager

Citi

Vice President Healthcare Business Development Officer

U.S. Bank

Business Banking Relationship Manager

Equipment Finance Specialist

• Consult with new and current banking customers assess business structure to determine service needs and match to banking products
• Perform follow up to ensure newly acquired services meet customer needs
• Deliver training presentations to branch managers and bankers on a monthly basis to overcome sales obstacles as well as weekly strategizing meetings to hit sales goals
• Maintained a portfolio of 150-200 business banking customers with quarterly contact to grow portfolio 20% in revenue yearly
• Understanding clients cash management objectives and discussing treasury solutions such as ach payments, ZBA accounts, and lockbox services and developing a pricing structure and plan for implementation

Business Banking Specialist III

Bank of America

• Deliver client satisfaction and relationship profitability by being primary point of contact.
• Opening, discussing, and maintaining small business relationships and products
• Discussing and presenting lending solutions either through bank or SBA program (SBA 504 SBA 7A SBA express) as well as gather business financial documents to process request
• Proactively manage portfolio of assigned high value clients. 
• Expand business banking customer relationships by identifying needs and maximizing opportunities. Ensure customer satisfaction and retention. Cross-sell and refer to other business segments.
• Work with a portfolio of businesses from 100M-10MM in annual revenue

Small Business Banker

• Providing proactive sales activities of basic products while referring more complex requests (e.g., complex small business accounts or mortgages) to an associate with more in-depth expertise 
• Establishing, retaining and deepening relationships with banking center customers and potential customers to achieve team sales goals and provide quality customer service 
• Opening and closing banking center while servicing ATM’s such as cash counting adding money checking for any system errors jams or paper shortages

Personal Banker

• Resolving complex service issues or referring to appropriate associate to guarantee customer satisfaction and retention
• Assist on collecting documents for Mortgage loans to streamline the process
• Processing transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures
• Conversing with customers and non-customers in the lobby while trying to uncover any potential needs or leads

Sales And Service Specialist

• Process transactions accurately and efficiently in accordance with established policies and   procedures. 
• Identify customer needs and refer financial products and services to consumer and small business customers 
• Act as Bank of America's face to the customer and consistently seek to create an excellent customer experience
• Handled service issues and helped resolve their problems
• ATM maintenance checking for paper card jams or any system errors and programing ATM for cash

Teller

As a VP Senior Healthcare Relationship Manager at PNC, I have over 10 years of experience in providing financing solutions for physicians, dentists, veterinarians, and optometrists. I specialize in credit analysis, revenue cycle management, and equipment finance, and I have a proven track record of delivering customized and flexible lending options that meet the unique needs of each client.

My mission is to help healthcare professionals start, expand, acquire, or transition their practices, and to support them with the latest technology, tools, and resources. I work with a dedicated team of experts who offer industry insights, market intelligence, and personalized service. I am also fluent in English and Spanish, which allows me to communicate effectively with a diverse range of clients. I am passionate about building long-term relationships and helping my clients achieve their financial and professional goals.

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