Client-focused banking professional with experience in both commercial and retail banking. Strong track record of building relationships, driving sales, and delivering accurate, timely financial support in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Commercial Banking Associate
Fifth Third Bank
San Jose, CA
05.2025 - 05.2026
Underwrote commercial credit requests by preparing loan approval packages with cash flow modeling, financial analysis, and risk assessments to support lending decisions
Analyzed borrower performance, liquidity, leverage, repayment capacity, collateral, A/R, A/P, and total exposure to assess credit risk and inform recommendations
Prepared concise credit recommendations highlighting key risks, mitigants, and policy exceptions while collaborating with relationship managers to structure deals and support efficient deal execution and client relationships
Commercial Banking Intern
Fifth Third Bank
San Jose, CA
05.2024 - 08.2024
Created an Excel workbook to analyze historical win/loss deal data for the Technology Life Sciences portfolio, supporting performance tracking and strategic sales insights
Identified opportunities for process improvements within the organization.
Personal Banker and Teller
Citibank
Palo Alto, CA
05.2022 - 05.2024
Delivered full-service banking support by handling teller transactions, opening and servicing accounts, and identifying cross-selling opportunities through a consultative sales approach
Built strong client relationships by analyzing client needs, balances, and deposits to provide personalized banking solutions that increased engagement and retention
Maintained perfect cash handling accuracy while managing high-volume transactions, vault operations, and ATM servicing with strong attention to security and compliance
Customer Service Experience
Chick-fil-A | Hollister | Jimmy John's | Chipotle
Greenwood Village, CO
04.2018 - 06.2022
Delivered high-quality customer service by resolving concerns professionally and tailoring interactions to customer needs in fast-paced environments
Demonstrated strong multitasking, communication, and collaboration skills while maintaining operational efficiency under pressure