Pierre Menjivar

1st Vice President, Sales Support Manager @Columbia Bank

Orange County, CA, US
MOBILE NUMBERS
+15•••••••50

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WORK HISTORY

Oct 2020 — Present

1st Vice President, Sales Support Manager @Columbia Bank

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Irvine, CA, US

Oversee commercial deposit services, a centralized team of relationship bankers who partner with commercial relationship managers to onboard complex, specialized accounts. As the overall bank liaison, oversee account lifecycle activities for brokered, state, bancontrol, bank-managed, and employee accounts enterprise-wide. Key achievements: From 2023 to 2024, increased annual mortgage-related lending by instituting a new requirement for retail bankers and relationship bankers to become NMLS certified. Assumed an additional role as SAFE Act Officer to oversee NMLS registration, MLO licensure, and SAFE Act training. Improved client satisfaction by defining and rolling out a set of enterprise-wide client service standards to all retail branches. Stabilized deposit portfolio and increased efficiency in deposit funding times by redesigning the client account onboarding process. Founded the commercial deposit services team to provide support for complex account opening and connected subject matter experts to relationship managers. Reduced cash risk by creating an automated branch cash monitoring system.

SKILLS

Project ManagementPortfolio ManagementLoansFinanceFinancial AnalysisSalesCustomer ServiceBankingRisk ManagementCredit

ABOUT PIERRE MENJIVAR

As a senior leader in financial services, my word means everything to me. Our retail and…

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