Mary J. Moreno
About Mary J. Moreno
Mary J. Moreno serves as the Vice President and Relationship Manager at City National Bank, where she has worked for 28 years. She specializes in providing personalized financial solutions to business owners, focusing on strategic financial management to enhance revenue and profit.
Work at City National Bank
Mary J. Moreno has served as Vice President, Relationship Manager at City National Bank since 1996. With 28 years of experience in this role, she focuses on supporting business owners in their financial endeavors. Her work involves providing tailored financial solutions that meet the specific needs of her clients. Moreno emphasizes the importance of understanding the unique aspects of each client's business to deliver effective financial strategies.
Role as Relationship Manager
In her capacity as a Relationship Manager, Mary J. Moreno actively supports business owners in their efforts to grow revenue and maximize profit. She utilizes strategic financial management techniques to help clients navigate their financial challenges. Her approach is centered on providing personalized solutions that align with the individual goals and circumstances of each business.
Focus on Personalized Financial Solutions
Mary J. Moreno places a strong emphasis on delivering personalized financial solutions tailored to the unique needs of business owners. She understands that each business has distinct challenges and opportunities, and she works closely with her clients to develop strategies that address their specific financial situations. This client-centric approach is a key aspect of her role at City National Bank.
Client Understanding and Financial Strategy
Mary J. Moreno highlights the importance of understanding her clients' businesses to provide effective financial solutions. She believes that a deep comprehension of a client's operations and objectives is essential for delivering strategies that meet both current and future financial needs. This focus on client understanding informs her approach to relationship management and financial planning.