Toki R.

About Toki R.

Experienced Financial Executive with a demonstrated success in the financial services industry. Strong sales professional skilled in business and commercial banking. I am an expert in managing new and existing business and commercial banking relationships, leading, coaching, mentoring, and supervising employees to ensure that all regulatory standards are met. I am proficient in maintaining an extensive knowledge of banking products, developing profit-earning customer relationships and identifying and maximizing cross-selling opportunities. I have a credible history of enabling organizational effectiveness through an amalgamation of vision, ingenuity, and strong business acumen with sound program management and coaching qualities.I have excellent analytical and relationship management skills and am recognized as an innovative thinker who develops innovative ideas for solving everyday problems more efficiently. In addition, I am an effective team leader with active coaching, training, and mentoring skills, a multi-tasking capacity to work independently and in a team, and the flexibility to meet shifting goals and tight deadlines. I have outstanding verbal and written communication skills and excellent interpersonal and organizational skills to communicate and operate in a fast-paced and challenging environment with multiple departments and the public. In addition, I have the vision to drive the department. My commitment to dealing with various roles and activities under high-pressure situations & tight deadlines would yield impeccable results. Areas of Expertise:• Business Cash Flow Analysis • Treasury Management • Business Relationships Management • Goal Maximization • Team Leadership & Partnership • Commercial Banking • Prospecting- Business Development • Cold Calling-Networking COI • Profit Maximization For The Branch • Client Portfolio Management & Retention

Experience

1. VP Sr Branch Manager

   Columbia Bank

   Sep 2025 — Present · Orange County, CA, US

   I am a dedicated banking professional with over ten years of rich experience in driving business development, commercial banking, and offering strategic lending solutions. My passion lies in building strong client relationships and fostering portfolio growth while delivering a wide range of tailored financial services to meet the unique needs of diverse businesses.

Education

• West Coast University

  MBA, Business

  1988 — 1992

• California State University, Long Beach

  BS, Marketing

  1984 — 1986

• Orange Coast College

  AA, Business

  1981 — 1983

Skills

• Marketing
• Sales
• Crm
• Business Development
• Event Management
• Strategic Partnerships
• B2b
• Small Business
• Strategy
• Account Management
• Change Management
• Sales Operations
• Customer Retention
• Marketing Strategy
• Sales Management
• Online Marketing
• Forecasting
• Cold Calling
• Lead Generation
• Online Advertising
• Management
• Team Building
• Budgets
• Finance
• Sales Process
• Program Management
• Leadership
• Insurance
• Strategic Planning
• Competitive Analysis
• Selling
• Start-Ups
• Direct Sales
• Product Marketing
• Sales Presentations
• Team Leadership
• Email Marketing
• Executive Management
• Solution Selling
• Business Planning