Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ben Fudim

Concord

Summary

Top performing Business Banker, with a focus on lending, and a background in Finance and Accounting. 20+ years working with business owners, and 10+ years working in finance.

Overview

15
15
years of professional experience

Work History

Business Banking Relationship Manager

Bank of America
02.2020 - Current
  • Lending specialist for businesses with average revenue size 1-10mm.
  • Developed book of business through outbound prospecting and internal referrals.
  • Consistently hit annual credit goals, and other metrics. (2024- 140% to goal, 2025 Q1- 687% to goal)
  • Majority of closed/won credit deals have been with PS.
  • Partnered with Merrill Lynch, Walnut Creek, and have developed strong relationships with the other ML locations is Pleasanton, Oakland, San Jose, and Napa.
  • Currently Serving on Employee Engagement Counsel
  • Play well in the sandbox- I love the people I work with, and love to win together!

Small Business Consultant

Bank of America
08.2018 - 02.2020
  • Worked with business owners, revenue size $1-5mm.
  • Grew my book of business through internal referrals from partners, and outbound prospecting.
  • Developed strong partnerships across different Bank of America lines of business (Merrill Edge, Home Loans, Merchant, Commercial Banking, etc.).
  • Began to develop external COI’s.
  • Consistently met and exceeded goals.
  • Served on Small Business Advisory counsel.

Account Executive

LinkedIn
07.2015 - 10.2016
  • Provided recruitment software.
  • Targeted C-Suite, small to medium size businesses.

Account Manager

Pacific Adhesives
01.2010 - 07.2015
  • Outside Sales. Selling adhesives to manufacturing companies.
  • Built book to $3.8 million a year in recurring revenue.
  • Developed Arizona Territory and East Coast Territory.

Education

Bachelor of Science - Business- Finance

California State University of Chico
Chico, CA
01.2006

Skills

  • Great at building internal partnerships
  • Enjoy cold calling
  • Comfortable at public speaking
  • Degree in finance, with minor in accounting
  • Organized
  • Methodical, and good at building a winning sales process
  • Team Player!

Timeline

Business Banking Relationship Manager

Bank of America
02.2020 - Current

Small Business Consultant

Bank of America
08.2018 - 02.2020

Account Executive

LinkedIn
07.2015 - 10.2016

Account Manager

Pacific Adhesives
01.2010 - 07.2015

Bachelor of Science - Business- Finance

California State University of Chico
Ben Fudim