Sharp banking professional whose talents shine in a competitive, innovative and creative environment. Track record of increasing sales, improving client retention and growing customer base.
Overview
11
11
years of professional experience
Work History
Small Business Banker
WELLS FARGO
Hollywood , CA
03.2021 - Current
Accountable for acquisition and retention of affluent business clients.
Effectively partners with internal and external business banking partners, in addition to other lines of businesses to effectively provide value to business owners within the community.
Top performer in the division in non interest revenue.
Small Business Specialist
US BANK
Marina Del Rey , CA
07.2017 - 07.2020
Grew a book of business and acquired new business for a territory spanning Santa Monica, Marina Del Rey, Inglewood, and Manhattan Beach
Successfully coached Retail, Wealth Management, and Business Banking partners to achieve desired Business Banking revenue.
Top performer in the Region.
Business Banking Specialist
WELLS FARGO
Roseville, CA
06.2014 - 07.2017
Deepened relationships with existing business clients and successfully acquired new business.
Partnered closely with Business Banking Group and other business partners to satisfy all of our business client's financial needs.
Coached bankers and tellers to successfully provide value to business clients.
Service Manager
WELLS FARGO
Roseville, CA
09.2013 - 06.2014
Successfully coached Tellers and Bankers leading to increased production in sales and substantially increased customer experience scores. Acquired lots of knowledge around bank operation processes.
All direct reports have reached next level of ICP, and has had significant improvements on customer experience surveys. Several direct reports received promotions.
Store achieved 30 consecutive perfect customer experience survey scores, 25 consecutive perfect teller surveys and 5 consecutive perfect platform surveys.
Personal Banker
WELLS FARGO
Roseville, CA
08.2012 - 09.2013
Successfully coached personal bankers and tellers improving overall sales and customer experience goals.
Achieved gold performance in individual customer experience scores in 2012.
Top Performer in the market in sales. Implemented new processes which improved customer experience and sales. Became an acting Branch Manager.
Teller
WELLS FARGO
Granite Bay, CA
01.2012 - 08.2012
Gold Performer in Customer Experience and Sales.
Successfully coached other tellers to be successful in Sales and Customer Experience.
Top producer in the market in sales.
Teller
BANK OF AMERICA
Portland , Oregon
06.2011 - 01.2012
Accountable for risk management and accurately processing customer transactions.
Provided referrals to bankers to deepen customer relationships.
Education
Associate of Arts - Business Administration
Sierra College
Rocklin, CA
Associate of Arts - Social And Behavioral Science
Sierra College
Rocklin, CA
Skills
Excels in team leadership
Strong interpersonal skills
Detail oriented
Complex problem solving
Multilingual in Spanish, Laotian, and Thai
Strong bank sales and compliance background
Accomplishments
Top performer in the Region as Business Banker.
Top performer in the Region for customer experience as a Service Manager.
Successfully coached Bankers and all Direct Reports to reach incentive compensation plan and increase customer experience scores.
Top performer in the Region for successfully managing and growing a book of business of Business Banking Relationships.
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)