Business Relationship Manager - Marketing and Analyst
Resume:
CASEY J. BONDOC
**** * ******, ***. #*, San Diego, CA 92102
***********@*****.***
Customer-Focused Manager / Solution-Driven Sales Leader
High Energy Business Developer, Relationship Sales Specialist, Top Revenue
Producer
Strategic Thinker, Strong Decision-Maker, Excellent Communicator
CAREER SUMMARY:
. Friendly, resourceful, and self-managed individual with an
excellent Business/Finance education, strong analytical skills,
and proven success as a Relationship Manager, Senior Business
Development Officer and a Senior Loan Officer
. Analytical, client-focused, business-to-business sales leader with
a talent for developing long-term banking relationships with
owners, executives, and other stakeholders.
. Innovative Manager with a people-oriented approach in developing
and executing strategic plans to improve productivity, reduce
costs, and deliver quality results.
. Entrepreneurial, strategic marketer and business developer skilled
in cultivating new business, launching new products/services, and
driving sales of business banking products/services.
. Persuasive communicator with excellent listening skills and
problem solving abilities.
PROFESSIONAL EXPERIENCE:
CITY NATIONAL BANK- San Diego, CA
ASSITANT VICE PRESIDENT / RELATIONSHIP MANAGER
(10/11- 11/12)
Managed the relationships of private business clients with annual
revenues of $5-25 million in San Diego and
developed strategic plans to maximize cash flow and wealth
through financial analysis.
. Compiled and analyzed complex business financial data and provided
recommendations to help businesses achieve immediate and long-term
banking and financial solutions.
. Implemented client-focused action plans to build banking
relationships with mature businesses that expand revenue
opportunities using creative financial tools including Lines of
Credit, Capital Loans and Commercial Financing.
. Own a loan from inception through performance and carefully monitor
loan portfolio performance to ensure credit quality maintenance and
compliance
. Contributed to the Downtown San Diego Office being recognized as
the top office in the region producing the highest checking growth
and loan production
UNION BANK - San Diego, CA
ASSISTANT VICE PRESIDENT / SR. BUSINESS DEVELOPMENT OFFICER (09/05
- 11/10)
Delivered exceptional results marketing business banking services for
as many as 12 San Diego area branches and produced up to $3 million in
combined loan and deposit volume annually.
. Created and executed a customer-focused strategic marketing
campaigns to build banking relationships with local businesses,
expand revenue opportunities with existing accounts, and become one
of the San Diego Region's Top Producers for five consecutive years.
. Successfully doubled the client portfolio to over 50 business
accounts using creative business development practices, effective
cold calling, business networking, client referrals, and self-
sourced leads, and ability to manage relationships with key staff
at multiple branches.
. Established respect with key client decision-makers; conducted
comprehensive business banking needs assessments; and worked with
Branch Managers, Financial Services Officers, and other staff to
promote Union Bank and build a continuous pipeline of new business.
. Exceeded expectations across all performance categories; three time
winner of the bank's Market President's Award; and honored as one
of the Top 10 Business Development Officers.
1st STEP MORTGAGE & REALTY - Chula Vista, CA
SENIOR LOAN OFFICER / BUSINESS DEVELOPMENT SPECIALIST (02/04 -
08/05)
Set the benchmark as a Senior Loan Officer and implemented business
development strategies responsible for generating as much as $3 million
in new home loan business monthly.
. Comfortably worked in a self-managed environment; cultivated
relationships with real estate agents, brokers, and bankers to
generate new loan sales
. Consistently outperformed peers and praised for being one of the
company's Top Producers.
EDUCATION AND TRAINING:
BACHELOR OF BUSINESS ADMINISTRATION
San Diego State University - San Diego, CA (2002)
Major: FINANCE
INTERNATIONAL BUSINESS PROGRAM
Concordia University - Montreal, Canada
(1 of only 5 California college students selected to study at the
John Molson School of Business)
Contact this candidate