Sanchezortiz - Bank Examiner - Albuquerque, New Mexico, USA

Kimberley Sanchezortiz

Albuquerque, New Mexico, USA

Services

Bank Examiner

Work History

VICE PRESIDENT MARKETING

WESTERN COMMERCE BANK

March 2013 - March 2014

DUTIES: Responsible for creating mailing list, flyers/postcards for Direct Mail Program. Creating business development ideas through various calling programs for internal and external customers and prospects. Attending weekly Marketing meetings to brainstorm ideas and projects. Training and coaching other employees on skill development, tracking and creating methods for successful new business development. All other duties pertaining to day to day branch operations.

VICE PRESIDENT / SENIOR PRIVATE BANKING CLIENT ADVISOR

BANK OF THE WEST

From April 2010

500 MARQUETTE NW STE 1400
ALBUQUERQUE, NM 87109
APRIL 2010 TO PRESENT

POSITION: VICE PRESIDENT / SENIOR PRIVATE BANKING CLIENT ADVISOR

DUTIES: Responsible for bank's high net worth clients by customizing personal and business loan structures and accounts as well as being the liaison between clients and other specialized wealth management services within the bank, such as investment management and personal trust services.

Trip to Naples FL

2005 Spring Focus Winner - 30,000 award points
2004 Fall Focus Winner - 30,000 award points
2003 Fall Focus Winner - 10,000 award points

Presidents Club Winner - Ranked

#1 in the nation for 2001 Spring Focus Winner - Trip to New Orleans

Banc of America Investments

Award of Excellence - Banc of America Investments

Trip to Beverly Hills

Award of Excellence Winner - Trip to Beverly Hills,
1998 Award of Excellence Winner - Trip to San Francisco, 1998 Premier clients from Branches - 1st in the Nation

SENIOR VICE PRESIDENT/SENIOR WEALTH MANAGEMENT BANKER

BANK OF AMERICA

October 1995 - April 2010

DUTIES: Provide full service banking to the affluent clients of Bank of America ex: Physicians, Attorneys, CPA's, Executives and Owners of large companies and existing customers with large banking relationships. Advise customers on a full range of products and services as well as relationship management including loan and deposit needs and trust and investment needs.

AWARDS:
2006 2008 Top 10% in the nation scorecard production

Net Written Credit Life Premiums

Award of Excellence"
$65,610 Net Written Credit Life Premiums

Net Written Credit Life Premiums

Award of Excellence"
$76,685 Net Written Credit Life Premiums

Net Written Credit Life Premiums

Award of Excellence"
$56,106 Net Written Credit Life Premiums

ASSISITANT VICE PRESIDENT / BRANCH MANAGER

P.O BOX

February 1988 - October 1995

DUTIES: Manage cost center profitability, overall supervision of the branch. Initiated and managed solicitation programs. Make business, personal and mortgage loans. Prepare, funding and closing of all loan products. Managed business call programs, operational and lending compliance (loan denial letters and HMDA log) and regulatory management. Retention/ cross sell of bank products and services. Office security, past due collections, maintain exception log and customer service duties and new account openings.

AWARDS:

BRANCH MANAGER

P.O. DRAWER CB

March 1986 - February 1988

DUTIES: Overall supervision of the branch ex: teller operations, customer service, bookkeeping, collections, cash items and wire transfers.

HEAD TELLER

FIRST NATIONAL BANK

June 1983 - March 1986

DUTIES: Overall supervision of the teller operations


SECURITY BANK
P.O DRAWER SB
RUIDOSO, NM 88345
AUGUST 1981 TO JUNE 1983

POSITION: TELLER
DUTIES: Teller operations


COMMUNITY ORGANIZATIONS
BIG BROTHERS AND BIG SISTERS OF CENTRAL NM
HISPANO CHAMBER OF COMMERCE
ALBUQUERQUE READS PROGRAM
MARCH OF DIMES
UNITED WAY

Trip to San Diego

Trip to Hawaii

2000 Spring Focus Winner - Trip to Hawaii

Qualifications & Certifications

Banking

University of New Mexico Western States School

General Studies

New Mexico State University

Ruidoso High School

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