Gabriel Tollen
San Diego
Summary
Dynamic and dedicated banking professional with nearly eight years of experience at the Mission Gorge branch, demonstrating a strong commitment to growth and success. Proven track record in commercial banking, complemented by extensive knowledge of CBT systems and established relationships within the organization. Positioned as an ideal leader for the branch, with a passion for fostering a collaborative environment and leveraging insights into client needs. Focused on driving performance and enhancing service delivery, ready to implement a structured plan that ensures long-term success while nurturing the branch's unique culture and community ties.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Relationship Banker
California Bank & Trust
04.2021 - Current
- Source and develop new to bank business relationships with GAR of +$10MM
- Streamlined internal processes to improve overall efficiency and achieve service excellence.
- Actively participated in community outreach activities which positively promoted the bank''s brand and fostered goodwill in the local market.
- Executed complex credit structures and loan requests from small business lending up to $8MM (Term, C&I, and Lease)
- +20 years banking experience in Retail Banking and Commercial Banking
- Leveraged data analytics tools for informed decision-making, optimizing client interactions, and driving improved results.
- Collaborated with cross-functional teams to develop and implement tailored banking solutions for clients.
- Contributed to business development initiatives by actively participating in networking events and building strategic partnerships.
Senior Commercial Loan Specialist
California Bank & Trust
04.2017 - 04.2021
- Managed monthly covenant reporting for 2 banking centers
- Sourced and funded new loans (commercial and consumer) from application to close
- Managed Banking Center Sales (Interim Relationship Manager)
- Treasury Management Subject Matter Expert
- Successfully funded +200 SBA PPP Loans for multiple banking centers in 2020 and 2021
- Coached Branch Relationship Bankers on banking products and sales skills
- Proactively sourced and acquired new to bank relationships
- Managed a diverse portfolio of commercial loans while providing exceptional customer service to maintain high levels of satisfaction amongst borrowers.
Assistant Banking Center Manager
Comerica Bank
12.2014 - 04.2018
- Managed Book of Business and provided holistic financial solutions to assist client banking needs
- Developed new business networks and COI Referral Relationships
- Championed cross-selling initiatives that enhanced product penetration per household.
- Improved staff performance through ongoing coaching, training programs, and performance evaluations.
- Proactively sourced and acquired high value relationships to grow affluent segment of portfolio
- Researched contact calling lists for scheduling appointments and collaborated meetings with business owners and controllers
- Processed business and consumer loans from application to funding
- Facilitated effective communication among team members resulting in a cohesive work environment.
- Managed banking center operations and compliance procedures
Personal Banker
Citibank
11.2013 - 12.2014
- Implemented sales strategies to consistently meet and exceed business objectives and assigned sales goals
- Referred opportunities to segmented partners to anticipate complex financial needs of clients
- Educated tellers with cues and clues to identify sales opportunities
- Provided innovative banking solutions to meet customer needs
- Outbound prospected in San Diego's Downtown for targeted market
Relationship Banker
Union Bank
10.2007 - 11.2013
- Identified financial needs of prospective and existing clients and proactively cross sold products
- Managed and developed portfolio for growth and profitability
- Specialized in branch acquisitions and attracted new consumer and business clients
- Reconciled accounts, resolved client complaints, and answered inquiries
- Researched and analyzed bank data reports for additional sales opportunities
Education
San Diego State University
San Diego, CAundefined
San Diego Community College
San Diego, CASkills
- Customer relationship development
- Financial Analysis & Risk Management
- Strategic business development
- Communication
- Effective negotiation
- Technology & Digital Presence
- Leadership strategy
- Staff supervision
- Banking Experience (both retail and commercial)
- Relationship building and management
- Customer-focused service
- Sales expertise
- Business development
Accomplishments
- California Public Notary
- Gold Champion Credit Authority Program
- Credit Foundations Graduate
Certification
- California Public Notary
- Gold Champion Credit Authority Program
- Credit Foundations Graduate
Timeline
Relationship Banker
California Bank & Trust
04.2021 - Current
Senior Commercial Loan Specialist
California Bank & Trust
04.2017 - 04.2021
Assistant Banking Center Manager
Comerica Bank
12.2014 - 04.2018
Personal Banker
Citibank
11.2013 - 12.2014
Relationship Banker
Union Bank
10.2007 - 11.2013
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San Diego Community College
San Diego State University