Jonathan Davies
Rancho Cucamonga
Summary
Jonathan is an ambitious professional with a passion for delivering and over achieving exceptional results for his firm. Having over a decade of experience, a master's degree in leadership and a historic track record of succeeding sales goals. He displays his knowledge of commercial banking solutions, asset management, and partner development. Seeking an opportunity to leverage his authentic leadership skill set, and successfully execute the Partner Development Manager, Financial Connections role.
Overview
11
11
years of professional experience
Work History
VP Relationship Manager
Citizens Business Bank
09.2021 - Current
- Finished 2023 & 2022 ranked # 1 Relationship Manager in the company
- Awarded 2022 & 2023 CEO Club membership for top sales production.
- Exceeded sales goals by 500%
- Generated over $200 Million in deposits and $8Million in loans in 2023.
- Generated over $50 Million in deposits and $10 Million in loans in 2022.
- Developed strategic plan that established center of influence relationships with commerical brokers, Attorneys, and CPA's to grow new book of business and prospect for new clients.
- Provide Specialty Banking for fiduciary services that include court blocked accounts, court appointed trustee accounts, and special needs blocked accounts.
- Coordinate business development plans with our Strategic Citizens Trust and Treasury Management Partners to deliver seamless banking experience for legacy clients.
- Appointed Team Lead for productive selling techniques to drive revenue for each market.
- Utilization of S&P Global and Vertical IQ software to improve my acumen on targeted industries.
VP Small Business Banker
Chase Bank
01.2020 - 09.2021
- Onboard and manage new client relationships with gross sales between $5MM-$20MM.
- Manage and complete credit monitoring analysis to help identify potential risks to the firm.
- Prospect new clients to create new opportunities using internal and external COI's.
- Deepen existing client relationships by taking an advisory approach by actively listening to better understand client's challenges and needs.
VP Branch Business Banking Team Manager
BOK Financial
09.2017 - 12.2019
- Provided strong, compassionate, and visible leadership that fosters positive attitudes and trust among employees, customers, and prospects.
- Achieved loan deposit growth of 9.29 % $1.9MM over plan in 2018 by working with SBU Team to enhance BOK credit policy and aggregate to $3.5MM.
- Conversed with underwriters to ensure we are taking pro active approach with lending in efforts to mitigate risk and provide counteroffers if applicable that increased BRBB approval ratio from 35-50%.
- Coached and developed team of 8-12 Small Business Bankers covering 135 branches in 7 different markets.
- Implemented consultative selling techniques and quality call metrics that resulted in increased revenue per call.
- Managed market revenue and profitability and monitor adherence to credit quality and risk protocols.
- Managed performance of individual team members, holding each SBB accountable for obtaining quarterly sales goals.
AVP Business Officer
Bank of America
04.2013 - 09.2016
- Prospected, cold-called, networked, and developed new business opportunities within small business banking.
- Grew profitability of small business customer base by focusing on increasing deposits and providing lending and treasury solutions portfolio.
- Virtually managed portfolio of clients by providing exceptional client care with industry-leading products, services, and small business acumen.
- Managed risk by researching several industries and structuring loan applications appropriately.
- Exceeded sales goal by 125% by executing proactive calling techniques while delivering the entire enterprise of Bank of America.
Education
Master of Science - Organizational Leadership
University of Redlands
Redlands, CA03.2023
Bachelor of Science - Business
University of Redlands
Redlands, CA06.2016
Skills
- Business development
- Negotiating Skills
- Partnership Development
- Customer Relationship Management
- Commercial analysis & financing
- New Client Acquisition
- Financial Business Acumen
Timeline
VP Relationship Manager
Citizens Business Bank
09.2021 - Current
VP Small Business Banker
Chase Bank
01.2020 - 09.2021
VP Branch Business Banking Team Manager
BOK Financial
09.2017 - 12.2019
AVP Business Officer
Bank of America
04.2013 - 09.2016
Master of Science - Organizational Leadership
University of Redlands
Bachelor of Science - Business
University of Redlands
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