Jaimini Sodha Bhakta
VP, Deposit Services Manager @CommerceWest Bank
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WORK HISTORY
VP, Deposit Services Manager @CommerceWest Bank
Irvine, CA, US
Managing a team of Account Mangers that are responsible for retaining, deepening, and servicing existing client depository relationships by providing a superior client experience with customized solutions-Creating strategic business plans to acquire new deposit relationships focusing on KEO depository accounts and small and midsize businesses (i.e. manufacturing, wholesalers, service, professional services and selected related businesses) with revenues of between 5MM to 100MM through effective portfolio management and client referrals-Driving a high level of satisfaction as well as executing processes to provide the clients with a standard number of treasury management products to maintain a goal of 100% client retention.
ABOUT JAIMINI SODHA BHAKTA
With a rich tenure at Wells Fargo, my expertise lies in operations and sales management…
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