Brenee Neff

Experience

• 

  San Diego Trust and Savings Bank

  Jan 1986 - Jan 1994

  Customer Service Officer

  Responsible for supervising the balancing of all cash drawers, adherence to bank policy and procedure and all daily branch operational functions. Supported Customer Service Manager in various aspects of human resources including coaching, training and annual reviews.

• 

  First Interstate Bank

  Jan 1994 - Jan 1996

  AVP, Customer Service Manager

  Managed all branch operations at 2 branch locations in Del Mar. Managed service colleague referral/sales program, conducted all certifications, approvals, overdrafts, returned items collections, customer complaints, service charge reversals, payroll, compliance and audit.

• 

  City National Bank

  Oct 1996 - Dec 2012

  Managed all compliance, risk management and operational integrity for the San Diego Region from 2010-2012 and the Southside Region from 2007-2010. Actively partnered with teams as coach and mentor for ongoing development and goal attainment. Collaborated with all lines of business to consult and provide technical support for operational and compliance related issues. Integrated and coordinated training and implementation of all policies and procedures. Proactively identified process improvements to operational policies and procedures which increased productivity and efficiencies Show less

  • Vice President, Regional Operations Manager

    Mar 2007 - Dec 2012

  • Vice President, Senior Personal Banking Officer

    Feb 2003 - Feb 2007

  • Vice President, Client Service Manager

    Oct 1996 - Jan 2003
• 

  City National Bank

  Aug 2013 - Nov 2013

  Risk Analyst
• 

  San Diego Private Bank

  Dec 2013 - now

  Manage Bank's Wire Department, Centralized and Branch Banking Operations. Write and maintain policies and procedures for all operations. Liaison between Executive Management and all areas of the bank. Banks Physical Security Officer. Member of Risk Management and Management Compliance Committee.

  • AAP, Senior Vice President, Banking Operations Manger

    Dec 2013 - now

  • Vice President, Banking Operations Manager

    Dec 2013 - now
• 

  CalPrivate Bank

  Sept 2023 - now

  SVP, AAP Director of Deposit & Branch Operations, CalPrivate Bank