Jonathan Tran
About Jonathan Tran
Jonathan Tran serves as the Vice President and Senior Commercial Client Officer at City National Bank, specializing in Treasury and Deposit products. He has extensive experience in commercial banking and client relations, having previously held positions at MUFG, Bank of the West, and BenQ North America.
Current Role at City National Bank
Jonathan Tran serves as a Vice President and Senior Commercial Client Officer at City National Bank, a position he has held since 2021. In this role, he maintains comprehensive knowledge of all banking products and services, with a particular focus on Treasury and Deposit products. He is responsible for ensuring the operational integrity of the Commercial Banking, Healthcare, and Specialty Deposits Department. His responsibilities include reviewing large deposits and making decisions on immediate credit based on his understanding of clientele and account history.
Previous Experience in Banking
Prior to his current position, Jonathan Tran worked at City National Bank as an Assistant Vice President and Senior Client Officer from 2016 to 2021 in Anaheim, California. His banking career began at Bank of the West, where he served as a Universal Banker from 2013 to 2016 in Garden Grove, California. He also gained experience as a Senior Teller at MUFG for one year in Irvine, California, from 2012 to 2013. Additionally, he worked as a Finance Associate at BenQ North America from 2018 to 2019 in Costa Mesa, California.
Education and Expertise
Jonathan Tran earned a Bachelor of Business Administration (BBA) with a focus on Accounting and Finance from California State University, Fullerton. His studies spanned from 2014 to 2018. This educational background supports his expertise in banking products and services, particularly in Treasury and Deposit areas, and enhances his ability to develop new business through client referrals.
Business Development Skills
In his current role, Jonathan Tran actively develops new business opportunities through referrals and existing clients. He participates in client call programs, which are designed to strengthen relationships and expand the bank's client base. His focus on client engagement and understanding of banking products contributes to his effectiveness in this area.