Ashley Julian
Los Angeles,CA
Summary
Motivated professional with experience building strong client relationships, identifying financial needs, and delivering tailored banking solutions. Proven ability to generate referrals to wealth and mortgage partners. Seeking to leverage client advisory skills and financial knowledge to transition into a brokerage role focused on investment guidance and long-term financial planning.
Overview
10
10
years of professional experience
Work History
Personal Banker
Citibank, NA
Pacific Palisades, California
05.2025 - Current
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Trained and mentored new staff on banking procedures and systems.
Head Universal Banker
Citibank, NA
Pacific Palisades, California
03.2024 - 05.2025
- Trained new staff on operational procedures and best practices in banking services.
- Maintained up-to-date knowledge of banking policies and procedures governing bank operations activities
- Assisted customers with opening new accounts, closing existing accounts, and transferring funds between accounts.
- Coordinated with team members to streamline operational procedures and enhance efficiency.
Bank Teller
Citibank, NA
Pacific Palisades, California
03.2023 - 03.2024
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner
- Built and maintained client relationships through quality, personalized interactions
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Host
Calabra - Proper Hotel
Santa Monica, California
07.2022 - 05.2023
- Greeted guests and managed seating arrangements in a high-end hotel environment
- Assisted in training new hosts on proper procedures and customer service standards
- Built positive relationships with other front-of-house and kitchen staff
- Developed long-term relationships with customers to increase opportunities for repeat business
Banquet Server
Bel-Air Bay Club
Pacific Palisades, California
07.2019 - 02.2022
- Assisted in the coordination of event timelines and schedules
- Greeted guests upon arrival and provided assistance throughout the event
- Collaborated with kitchen staff to ensure timely food service
- Checked guest satisfaction levels throughout the event ensuring their needs were met promptly and courteously
Sales Associate
Sun Shops
Santa Cruz, California
09.2019 - 03.2020
- Assisted customers with product selection and provided personalized service
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers
- Helped customers find specific products, answered questions, and offered product advice
Cash Control Clerk
Santa Cruz Seaside Company
Santa Cruz, California
03.2018 - 06.2018
- Operate computers using customized programs such as FileMaker Pro and Microsoft office and equipment including cash recycler systems (OMRON)
- Auditing, preparing, and distributing cash for daily operations, ensuring compliance with company security standards
- Manage, reconcile, and secure cash transactions from park departments, vendors, and automated machines
- Input, retrieve, and correct data from point-of-sale system and feed data into JCA system
Office Staff Assistant
Toy Loan - DPSS
Los Angeles, California
10.2016 - 08.2017
- Assisting with the collection, sorting, and storage of new or gently used toy donations
- Kept office records organized and supplies well stocked for optimal team performance
- Organizing office records, digitizing documents using scanning systems, and improving file accessibility and record accuracy
- Assembled and prepared toy packages for distribution to toy loan centers, ensuring timely delivery and supporting community outreach for children and families
Education
Bachelor of Arts - Linguistics
University of California, Santa Cruz
Santa Cruz09-2022
Bachelor of Arts - Education
University of California, Santa Cruz
Santa Cruz, CA09-2022
Skills
- Sales techniques
- Financial solutions
- Banking procedures
- Attention to detail
- Team coordination
- Customer relationship management
- Customer service standards
Timeline
Personal Banker
Citibank, NA
05.2025 - Current
Head Universal Banker
Citibank, NA
03.2024 - 05.2025
Bank Teller
Citibank, NA
03.2023 - 03.2024
Host
Calabra - Proper Hotel
07.2022 - 05.2023
Sales Associate
Sun Shops
09.2019 - 03.2020
Banquet Server
Bel-Air Bay Club
07.2019 - 02.2022
Cash Control Clerk
Santa Cruz Seaside Company
03.2018 - 06.2018
Office Staff Assistant
Toy Loan - DPSS
10.2016 - 08.2017
Bachelor of Arts - Linguistics
University of California, Santa Cruz
Bachelor of Arts - Education
University of California, Santa Cruz