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Vice President Financial Services

Location:
Bellevue, WA
Salary:
100,000-120,000
Posted:
April 28, 2024

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Resume:

NONNA DAVYDOVA

425-***-**** ad5cfe@r.postjobfree.com Bellevue, WA

SUMMARY

Client focused financial services professional with proven success in acquiring new and advancing existing consumer and business banking relationships by utilizing my skills and abilities to collaborate with internal and external partners in order to design and implement comprehensive financial service solutions.

SKILLS

·Trusted Advisor- Strong knowledge of financial industry and current market conditions

·Strategic Thinking - problem solving, decision making to build long lasting relationship.

·Technical Expertise – Deep knowledge of personal and commercial credit products.

·Revenue Driver - Focus on creating and driving revenue growth and balances.

·Enterprise Mindset – Professional presents within community and local businesses.

·Effective Sales Approach - Structured sales methodologies, client centered.

·Risk Management – Effective risk management/reward trade-offs.

EXPERIENCE

Vice President, Private Bank Relationship Manager, Columbia /Umpqua Bank, June 2018 - April 2024

Relationship Manager and Financial Advisor to clients with complex needs

Full range of core Business/Personal Banking products

Focused on acquiring new relationships as well as managing and growing existing

Business Banking direct lending experience with a focus on business development and relationship management

Business credit training & experience (SBA, SBLC, SBA Express) – (5-15mm)

Consumer credit experience – HELOC, Personal Secured and Unsecured LOC

Cash management solutions.

Merchant Services

Deposit Balance Growth

Additional Business Strategies: trust, insurance, investments

Assistant Vice President, Private Client Banker, JP Morgan Chase, 2008 - 2018

·Provided investment and financial planning advice to high-net-worth clients.

·Developed and maintained relationships with qualified clients.

·Successfully built a book of business through effective networking in local community and teamwork (internal and external partners)

·After deep profiling and assessing client’s needs, direct referrals to financial advisor and other partners ( loans, business banking, insurance and trust)

Assistant Vice President, Private Banker, Wells Fargo, 2004 - 2008

·Performed sales activities to develop new relationships with high-net-worth clients.

·Provided clients with financial services and products to meet their individual banking needs.

LICENCES & CERTIFICATES

·FINRA Series 6 and 63 License

·Health and Disability License

·Property and Casualty Commercial License

·Notary Public 2008

·NMLS

EDUCATION & AWARDS

·BA/MBA Seattle University

·10 consecutive years of president club winner



Contact this candidate