Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tanya Decordoba

Imperial Beach

Summary

Experienced Treasury Management professional with a strong background in cash management, client relationship building, and delivering tailored financial solutions. Analyzes client needs to implement strategies that optimize cash flow, enhance efficiency, and drive results. Possesses extensive knowledge in BSA/AML compliance and regulatory requirements, ensuring adherence to industry standards. Demonstrates exceptional ability to manage multiple client portfolios and collaborate effectively across teams. Recognized for providing exceptional service and consistently meeting sales goals through consultative approaches and a focus on long-term client success.

Overview

14
14
years of professional experience

Work History

Treasury Management Sales Consultant/AVP

California Bank & Trust
12.2023 - Current
  • Facilitated the onboarding of major client relationships including clients with complex industry types
  • Kept track of client-related issues to resolve, including those handed off to other teams for action and ensured the issues were resolved timely and appropriately
  • Developed sales plans for my assigned territory and worked closely with the Relationship Managers to execute them
  • Analyze prospect statements and advise on optimum product set to maximize client efficiencies
  • Accompanied Relationship managers on prospect and client sales calls

Treasury Management Portfolio Manager/AVP

California Bank & Trust
08.2022 - 12.2023
  • Partnered with Relationship Managers to provide cash management expertise to both existing and new clients
  • Assisted the Treasury Management Sales Consultants in performing relationship reviews and proforma/pricing requests
  • Identify other sales opportunities by reviewing the Treasury Management Sales Consultant’s current portfolio
  • Ensured efficient and effective transition to our sales associate for appropriate implementation

Client Service Associate Lead II/Officer

California Bank & Trust
03.2018 - 08.2022
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
  • Managed operational risk
  • Exceeded sales goals in deposits, fee income and loans on consistent basis
  • Made introductions to partners including: Treasury, Mortgage, Premier Wealth and Commercial Lending to help meet customer's broader financial needs

Relationship Manager

Bank of America
06.2011 - 03.2018
  • Built and maintained relationships with new and existing clients while providing high level of expertise
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction

Education

High School Diploma -

Mar Vista High School
07.2008

Skills

    Treasury and cash management solutions, including cash flow forecasting and liquidity optimization
    Knowledge of treasury management products (eg, ACH, wire transfers, lockbox services)
    Strong understanding of BSA, AML, and KYC regulatory compliance
    Expertise in data analysis, financial reporting, and client portfolio management
    Consultative sales skills with a focus on cross-selling treasury and banking products
    Experience in Excel, financial modeling tools, and CRM platforms like Salesforce
    Excellent client relationship management and problem-solving skills
    Effective team collaboration and communication with cross-functional partners
    Time management and ability to handle multiple client portfolios simultaneously
    Knowledge of fraud prevention strategies and risk mitigation techniques

Timeline

Treasury Management Sales Consultant/AVP

California Bank & Trust
12.2023 - Current

Treasury Management Portfolio Manager/AVP

California Bank & Trust
08.2022 - 12.2023

Client Service Associate Lead II/Officer

California Bank & Trust
03.2018 - 08.2022

Relationship Manager

Bank of America
06.2011 - 03.2018

High School Diploma -

Mar Vista High School

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Tanya Decordoba