Brian Walton
Business Banking Relationship Executive ➤ SBA | Commercial | Industrial | Real Estate | Wealth & Treasury Management
- Role
- Vice President Commercial Banking at Beneficial State Bank
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Brian Walton
10+ Years Portfolio Management $1M -$50M | Client-Centric Solutions | COI Strategy Strategic Collaborator Entrepreneurial drive with record-breaking results and reputation for improving customer journey through building long-term customer dedication. Demonstrated Success Build and accelerate strong customer relationships by identifying shared goals and values, analyzing client portfolios, and designing creative offerings to deliver positive outcomes. Business Growth Utilize COI networking, proactive client engagement, and expertise in business, finance, credit, and risk management to create agile strategies and value propositions to meet current and new client objectives. Career Highlights Portfolio Driver - Top performer with ability to uncover new opportunities and drive bottom line results. Grew portfolio of 100 clients more than 60% annually in credit and deposit production, respectively. Persuasive Negotiator - Known for navigating complicated, complex deals through analyzing risk on complex credit structures and utilizing innovative problem solving to achieve optimum results. Cross-Functional Partner - Demonstrated success partnering organizationally to identify new opportunities and optimize cross-selling of banking products and services. Successfully referred 25+ new clients annually to Home Mortgage & Wealth Management—60% closure rate. Customer Growth - Build, develop, and manage customer relationships through cultivating and deepening relationships, helping clients achieve financial goals, and receiving continual positive testimonials and referral business. Value-Add Expertise: Consultative Sales Approach | Influential Negotiator | Portfolio & Risk Analysis | SBA | Home Mortgage | Consumer Banking | Financial Planning | Banking Products & Services | Sales Driver | Wealth Management | Operating Lines of Credit | Equipment Loans | Customer Success | Treasury Management Products | Product Solutions | Executive Influencer | Trusted Advisor | Persuasive Negotiator | Critical Thinking | Collaborative Team Player | Coach | Train & Mentor | Team Leader Technology: Salesforce | Microsoft Suite (Excel, PowerPoint, Word)
Experience
Vice President Commercial Banking
Dec 2022 — Present · San Francisco, CA, US
Non Profit BankingCommercial & Business BankingTreasury Management Loans & Lines
Skills
- Credit
- Lines of Credit
- Home Equity Lines of Credit
- Treasury Management
- Cash Flow Lending
- Cash Flow Analysis
- Small Business Lending
- Branch Management
- Merchant Services
- Payroll
- Loans
- Wealth Management
- Mergers & Acquisitions
- Portfolio Management
- Cash Flow
- Commercial Banking
- Cash Management
- Sales
- Financial Services
- Finance
- Management
- Financial Analysis
- Banking
- Commercial Lending
- Credit Analysis
- Relationship Management
- Mortgage Lending
- Underwriting
- Business Relationship Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.