Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Hi, I’m

Edwin Asis, MBA

Richmond,CA
Edwin Asis, MBA

Summary

OBJECTIVE: Highly motivated Service Assistant with commitment to excellence. Effective employee in organizing, planning, managing, coordinating, and implementing of business activities. Committed to best-in-class service. To Administer the knowledge I've learned from my Master's Degree Program in Business Administration. To accomplish multiple projects and meet all deadlines with minimal supervision. Result oriented. Motivated and driven to exceed expectations in all areas. Attentive individual with drive to work in fast-paced environments. Engaging demeanor with great communication skills. Bilingual Service Assistant known for exceptional skills in typing speed and critical thinking. Pursuing a new position where an understanding of the variety of complex, confidential administrative duties, which includes compiling and distributing Board Committee agendas and materials.

Overview

26
years of professional experience
1
Certification
3
years of post-secondary education

Work History

San Francisco Fire Credit Union
San Francisco, CA

Assistant Branch Manager
02.2023 - Current

Job overview

  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Coached and developed branch staff by offering constructive feedback and training opportunities to develop a potential leader.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.

Technology Credit Union
San Francisco Bay Area, California

Universal Banker
11.2020 - 02.2023

Job overview

  • Upheld stringent bank standards for loans, money handling, and legal considerations. Adhered to established security procedures, report potential fraud, and safety violations to management for immediate recourse.
  • Set risk management policies to mitigate bank losses. Supervised branch operations and made continuous improvements in each area. Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Worked well in a team setting, providing support and guidance.
  • Strengthened communication skills through regular interactions with others.

Technology Credit Union
San Francisco, CA

Senior Relationship Banker
03.2018 - 11.2020

Job overview

  • Performed loan servicing functions to check compliance with applicable terms and conditions. Developed customized solutions of deposit, answers any lending product inquires. Identify pre-qualified customers for mortgage and investment referrals.
  • Adhered to established security procedures & reported potential fraud or safety violations to management for immediate recourse.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Worked with clients to address and respond to client and partnership management issues.

Technology Credit Union
San Francisco, CA

Relationship Banker
05.2016 - 03.2018

Job overview

  • Represent credit union at community events in order to establish strong ties and promote business. Create product interest by actively cross-selling products and services to pursue new customers. Opened, closed and update accounts for customers.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.

Citibank
San Francisco, CA

Personal Banker 2 / Small Business Banker
05.2014 - 05.2016

Job overview

  • Promote all financial products by maintaining excellent service. Maintained friendly and professional customer interactions. Maximized revenue through improved sales techniques and branch productivity.
  • Established rapport with new clients to increase satisfaction and loyalty. Networked to increase client base and encourage existing clients to expand financial portfolios. Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Bank of America
Daly City & San Francisco, CA

Personal Banker
09.2008 - 05.2014

Job overview

  • Promoted all financial products and services by maintaining excellent customer service. Conduct detailed financial reviews for each customers to sell appropriate products to fit clients needs. Maintained friendly and professional customer interactions. Achieved consistent recognition as top sales performer.

Bossa Handbags
San Francisco, CA

Retail Coordinator
11.2004 - 09.2008

Job overview

  • Supervised end-to-end stock management, including examining incoming inventory, merchandising shelves, and preventing shrinkage. Submitted reports to senior management to aid in business decision-making and planning.
  • Set and updated weekly work schedules to meet 100% coverage to meet demands by considering factors like expected customer levels, planned promotions, and individual employee strengths.

Starbucks
Kuwait, Kuwait

Supply Chain Administrator
01.2004 - 10.2004

Job overview

  • Oversaw every phase of supply chain, from purchase order to delivery to invoicing, targeting 100% end-user satisfaction. Minimized process discrepancies by spearheading budget, controlling inventory, and supply management. Eliminated process lags by overseeing 100% in logistics assets to fulfill customer demand.
  • Supported senior company leaders by delivering reports outlining performance to drive process improvements.

Mergers Drugfil/HanSeo Pharma
Cebu City, Philippines

Territory Sales Manager
03.1998 - 12.2003

Job overview

  • Performed administrative task to maintain accurate sales, inventory, and document progress report. Worked diligently to resolve unique, recurring complaints, and operations.
  • Leveraged market knowledge to capitalize on emerging opportunities and maintain consistent growth rate at 100% or higher. Exceeded targets by building, directing, and motivating high-performing sales team. Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.

Education

Notre Dame De Namur University (NDNU)
Belmont, CA

MBA from Business Administration
04.2016 - 05.2019

University Overview

Relevant Coursework Completed:

  • Legal and Ethical Dimensions of Business
  • Conflict Management
  • Behavioral Finance
  • Human Resources Management
  • Managerial Accounting
  • Managing Diversity
  • Corporate Financial Management
  • Organizational Management Theory
  • Enterprise Information Management Systems
  • Marketing Planning and Analysis
  • Global Operations Management
  • Business Strategy

University Of St La Salle
Philippines

Bachelor of Science from Business Management
03.1998

University Of St La Salle
Philippines

Bachelor of Science from Marketing Management
03.1998

Skills

  • Risk mitigation and Reviewing documents
  • Honest and Ethical
  • Quality Control and Task Prioritization
  • Complex Information Interpretation
  • Attentive to Detail and Problem Solving
  • Regulatory Compliance and Discrepancy Resolution
  • Documentation skills and Record Keeping
  • Consumer Banking and Knowledgeable about Investment Banking

Certification

*Notary Public

*Certified Small Business Banker

Additional Information

  • Recognition of achievement for YELP award for delivering excellent customer service May 2022
  • Featured in the internal YELP newsletter within the organization – June 2021
  • Excellence in Sales, Service, and Production in all Retail Branches - March 2020
  • Accelerate, Collaborate, Innovate, and Cultivate (ACIC) and YELP Superstar - March 2020
  • Winner of Yelp reviews 2019 (King of Yelp award)
  • ACIC Achievement Award for consecutive years – 2018, 2019, 2020
  • Tech CU Circle of Excellence Award (COE) Q1 to Q4 – 2018 and Q1 & Q2 – 2019
  • Appointed to handle the Virtual Banking Project (Virtual Banker)

Timeline

Assistant Branch Manager

San Francisco Fire Credit Union
02.2023 - Current

Universal Banker

Technology Credit Union
11.2020 - 02.2023

Senior Relationship Banker

Technology Credit Union
03.2018 - 11.2020

Relationship Banker

Technology Credit Union
05.2016 - 03.2018

Notre Dame De Namur University (NDNU)

MBA from Business Administration
04.2016 - 05.2019

Personal Banker 2 / Small Business Banker

Citibank
05.2014 - 05.2016

Personal Banker

Bank of America
09.2008 - 05.2014

Retail Coordinator

Bossa Handbags
11.2004 - 09.2008

Supply Chain Administrator

Starbucks
01.2004 - 10.2004

Territory Sales Manager

Mergers Drugfil/HanSeo Pharma
03.1998 - 12.2003

University Of St La Salle

Bachelor of Science from Business Management

University Of St La Salle

Bachelor of Science from Marketing Management
Edwin Asis, MBA