Alex Garcia
Bakersfield
Summary
Relationship Manager with 15 years of experience in sales and finance, specializing in portfolio growth, client advisory, and long-term relationship development. Proven ability to drive new business through proactive outreach and strong collaboration with referring partners. Skilled in delivering tailored financial solutions, deepening customer engagement, and ensuring regulatory compliance while consistently achieving sales and retention targets.
Overview
9
9
years of professional experience
Work History
Relationship Manager
Citizens Business Bank
01.2023 - Current
- Manage and grow a $70 million commercial banking portfolio across diverse industries.
- Ranked in the top quartile of Relationship Managers for portfolio growth, credit performance, and retention.
- Provide tailored lending, deposit, and treasury solutions based on client cash-flow needs and strategic goals.
- Partner with credit and underwriting teams to structure commercial loan packages and prepare credit recommendations.
- Strengthen client relationships through proactive outreach and identification of cross-sell opportunities.
- Ensure compliance with KYC, BSA/AML, and lending policies while maintaining high portfolio quality.
Account Executive
DACK
01.2021 - 01.2023
- Built and maintained long-term client relationships to increase retention and revenue.
- Exceeded annual revenue goals by 150%.
- Secured the company’s first National Franchisee Partnership.
- Supported SMB Property Managers with tools that improve operational efficiency and revenue growth.
- Helped raise and secure series A funding of $5million dollars
Relationship Manager
Paylocity
01.2019 - 01.2021
- 2020 Presidents Club Qualifier for top-tier performance.
- Provided HR and payroll solutions to employers ranging from 1 to 1,000 employees.
- Delivered strategic product recommendations to increase platform adoption.
- Collaborated with CPAs and Financial Advisors to develop new business relationships.
Relationship Manager
ADP
01.2017 - 01.2019
- Exceeded relationship-management KPIs and performance targets.
- Promoted from Associate District Manager to District Manager within first year.
- Partnered with CPAs to strengthen client relationships and develop new business pipelines.
Education
Bachelor of Science - Finance
California State University
Bakersfield01.2016
Skills
- Client Relationship Management
- Commercial Lending Support
- Portfolio Growth
- Pipeline Management
- Business Development
- Treasury Management Solutions
- Customer Retention
- Account Expansion
- New business generation
- Relationship building
- Value selling
Timeline
Relationship Manager
Citizens Business Bank
01.2023 - Current
Account Executive
DACK
01.2021 - 01.2023
Relationship Manager
Paylocity
01.2019 - 01.2021
Relationship Manager
ADP
01.2017 - 01.2019
Bachelor of Science - Finance
California State University