Michael Tolan
Alameda
Summary
Dynamic business development leader with over 20 years of experience in financial services, specializing in family-owned businesses across various sectors. Proven track record of generating significant sales pipelines, including $11.6 million in commercial lending. Strong interpersonal skills drive trust and collaboration, enhancing client success and market growth.
Overview
20
20
years of professional experience
Work History
VP- Business Development Officer
Poppy Bank
San Francisco Bay Area
05.2025 - 03.2026
- Worked with Branch Bankers throughout the SF Bay Areas 11 Branch network cultivating Business development skills, Joint canvassing, Cold calling.
- Participated in Community Networking and outside sales activities within the SF Bay Area generating a pipeline of $2-3 million in Sales.
Business Relationship Manager
US Bank
San Francisco East Bay
06.2023 - 01.2025
- Building relationships and working with existing portfolios of clients helping them with credit renewals, servicing, and cross-sell opportunities.
- 2024' - $11.6 million, commercial real estate and C&I lending. $2.2 million in deposits $4.4 million in pipeline.
- Building trust which leads to helping clients succeed better financially.
- Using business development skills to find and acquire new opportunities in the market.
Business Development Officer
Union Bank
San Francisco Bay Area
12.2020 - 06.2023
- Focused and achieved goals on a consistent basis with a customer-centric approach.
- Developed and demonstrated sales strategies that focus on market growth with targeted prospects / customers in the Business banking segment within $5 - $50 million in sales.
- Utilized business development skills to find opportunities and bring in the relationship team along with other partners.
- 2022 - $14.8 million in C & lending.
Business Development Officer
Wells Fargo Commercial Bank
Silicon Valley
04.2011 - 09.2020
- Building relationships with small to mid-size businesses helping them succeed better financially.
- Met and exceeded goals year over year. With an average of $400-$650,000 in revenue to the bank. $12-$18 million in C & I Lending, Treasury products, and Deposits.
- Prepared strategic relationship/prospect call planning, identifying opportunities and learning about the client/prospects' business.
- Demonstrated consistent activities and follow through with a positive attitude, incorporating marketing skills, working with new prospects and existing relationships to introduce bank products that will help businesses grow and be more efficient, in turn Deepening the commercial bank relationships.
- Exercise sound credit and risk assessments to mitigate red flags, optimally working to build a strong book of business.
- Strategized calling efforts with internal and external partners to achieve common goals.
Sales Consultant
Marinemax, Inc
Oakland
01.2006 - 01.2010
- Facilitated boat and yacht sales by engaging with customers in a showroom setting.
- Built strong relationships with clients, enhancing customer loyalty and satisfaction.
- 2007. Ranked #1 in the West Coast division in sales and customer retention.
Education
Bachelor's Degree -
University of Wisconsin
Whitewater01-1986
Associate of Arts - Carpentry And Construction
Northeast Wisconsin Technical Institute
Green Bay, WI01-1981
Skills
- Business development
- Sales strategy
- Customer relationship management
- Strategic partnerships
- Market analysis
- Portfolio management
- Credit assessment
Hobbies and Interests
- Golfing
- Cycling
- Hiking
- Sailing
Family
Enjoys spending time with his wife and two children.
Timeline
VP- Business Development Officer
Poppy Bank
05.2025 - 03.2026
Business Relationship Manager
US Bank
06.2023 - 01.2025
Business Development Officer
Union Bank
12.2020 - 06.2023
Business Development Officer
Wells Fargo Commercial Bank
04.2011 - 09.2020
Sales Consultant
Marinemax, Inc
01.2006 - 01.2010
Bachelor's Degree -
University of Wisconsin
Associate of Arts - Carpentry And Construction
Northeast Wisconsin Technical Institute