Charlotte Tan
About Charlotte Tan
Charlotte Tan serves as the Vice President and Branch Manager at City National Bank in Walnut Creek, California, a position she has held since 2019. With over 30 years of experience in the banking industry, she has held various roles including AVP/Client Services Manager at California Bank & Trust and Client Services Officer at Union Bank and Bank of America.
Work at City National Bank
Charlotte Tan has been serving as Vice President and Branch Manager at City National Bank since 2019. In this role, she oversees branch operations in Walnut Creek, California. Her responsibilities include managing staff, ensuring customer satisfaction, and implementing banking policies. Prior to her current position, she held the role of Vice President and Client Services Manager at the same institution for 20 years, starting in 2004.
Previous Experience in Banking
Before joining City National Bank, Charlotte Tan worked at California Bank & Trust as an Assistant Vice President and Client Services Manager from 1999 to 2004 in Oakland, California. Her career in banking began at Bank of America, where she served as a Client Services Officer for ten years, from 1987 to 1997, in the San Francisco Bay Area. She also worked at Union Bank as a Client Services Officer for two years, from 1997 to 1999, in the same region.
Career Timeline
Charlotte Tan's banking career spans over three decades, beginning in 1987 at Bank of America. She transitioned to Union Bank in 1997, where she worked until 1999. Following that, she joined California Bank & Trust, serving until 2004. Since then, she has been with City National Bank, where she has held various leadership roles, culminating in her current position as Vice President and Branch Manager.
Education and Expertise
While specific educational details are not provided, Charlotte Tan's extensive experience in the banking sector indicates a strong foundation in financial services and client management. Her roles have involved significant responsibilities in client services and branch management, showcasing her expertise in these areas.