Jefferson Santos
About Jefferson Santos
Jefferson Santos serves as the Senior Vice President and Team Lead for Business Banking at City National Bank, a position he has held since 2021. With a background that includes significant roles at Wells Fargo and City National Bank, he specializes in commercial real estate lending and has expertise in working capital and equipment loans.
Work at City National Bank
Jefferson Santos has been serving as Senior Vice President and Team Lead for Business Banking at City National Bank since 2021. In this role, he oversees business banking operations and leads a team focused on delivering financial solutions to clients. Prior to his current position, he held various roles within City National Bank, including Vice President and Team Lead in Business Banking from 2019 to 2021 and Senior Business Relationship Manager from 2017 to 2018.
Previous Experience at Wells Fargo
Before joining City National Bank, Jefferson Santos worked at Wells Fargo for several years in various capacities. He served as a Business Development Officer and Vice President from 2013 to 2017 in Irvine, California. Earlier, he was a Branch Manager and Assistant Vice President from 2012 to 2013 in Newport Coast, California. His tenure at Wells Fargo also included roles as a Licensed Banker and Senior Credit Manager.
Education and Expertise
Jefferson Santos earned a Bachelor of Science degree in Business Management with a specialization in Finance from Stony Brook University, where he studied from 2006 to 2010. His educational background supports his expertise in treasury management, working capital, equipment loans and leases, commercial real estate lending, and SBA-504 and 7a loans.
Background in Banking
Jefferson Santos has a comprehensive background in banking, with over a decade of experience in various roles. His career began at Wells Fargo, where he progressed through several positions, gaining expertise in credit management and business development. His experience spans multiple aspects of banking, including relationship management and team leadership.