Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Gina Camacho

Montebello

Summary

Dynamic Relationship Manager with a proven track record at Union Bank, excelling in client relationship building and treasury solutions. Expert in identifying business opportunities and consistently exceeding sales goals. Strong communicator with a knack for delivering tailored financial solutions, fostering trust, and enhancing client satisfaction.

Overview

11
11
years of professional experience
1
1
Certification

Work History

HOA Relationship Manager

Banc of California
08.2022 - Current

Provide exceptional customer service through setup, implementation and training of new and existing clients on all selected products and services for the Homeowners Association industry vertical market. Provide a high level of responsiveness as the first point of contact to key principals of top-tier clients and as the first escalation contact point for representatives of our clients.

  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.

Relationship Manager III Transaction Banking

Union Bank
07.2018 - 08.2022

Responsible for treasury, deposit, and non-loan product sales for Labor Management clientele. Provide treasury solutions and working knowledge of bank offering to effectively identify and close opportunities. Schedule calls and in-person meetings with prospects and clients to meet sales goals and ensure client satisfaction and retention.

  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

Treasury Sales Associate

Union Bank
01.2015 - 07.2018
  • Streamlined sales processes for improved efficiency, resulting in increased revenue generation.
  • Negotiated favorable terms on behalf of clients during deal structuring processes, optimizing profitability outcomes.
  • Collaborated with cross-functional teams to identify new business opportunities, leading to an expanded client base.
  • Implemented process improvements that streamlined workflow, increasing overall team productivity.
  • Established a robust pipeline of prospects through effective networking at industry events and conferences.
  • Developed strong rapport with clients by consistently delivering accurate information and reliable advice, building trust among stakeholders.

Education

Associate of Arts - Libera Arts

Rio Hondo College
Whittier, CA
06-2004

Bachelor of Arts - Sociology

California State University, Fullerton
Fullerton, CA
06-2026

Skills

  • Relationship building
  • Client relationships
  • Relationship building and management
  • Excellent communication

Certification

  • Certified Treasury Professional, Estimated 2027

Timeline

HOA Relationship Manager

Banc of California
08.2022 - Current

Relationship Manager III Transaction Banking

Union Bank
07.2018 - 08.2022

Treasury Sales Associate

Union Bank
01.2015 - 07.2018

Associate of Arts - Libera Arts

Rio Hondo College

Bachelor of Arts - Sociology

California State University, Fullerton
Gina Camacho