Elizabeth Sanchez
Henderson,NV
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
25
25
years of professional experience
Work History
AVP Treasury Management Consultant
Pacific Premier Bank
Santa Maria, CA
08.2021 - 12.2023
- Recognized by management for providing exceptional customer service.
- Reviewed business packages and offered expert advice.
- Analyzed existing business operations to identify areas of improvement and cost savings.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Exceeded customer satisfaction by finding creative solutions to businesses.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to Bank products and services.
- Provided Excellent Customer Service and attention to customers when face-to-face or through phone conversations.
- Managed relationships with external partners such as third party vendors, product partners and outside vendors.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Trained Retail Branches on TM Products & Services
- Integrated existing and new clients with Banking Platforms
Relationship Banker
Pacific Premier Bank
Santa Maria, CA
01.2016 - 08.2021
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Opened and serviced accounts within authorized limits.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Developed promotional strategies to attract new customers to the bank's products and services.
- Maintained and built strong client relationships through quality, personalized interactions.
- Identified financial needs of customers and presented appropriate product and service options.
Loan Assistant
Pacific Premier Bank
Santa Maria, CA
03.2011 - 01.2016
- Examined and verified information in loan application and closing documents.
- Assembled and compiled documents for loan closings.
- Researched complex issues related to commercial lending as needed.
- Supported commercial loan team in clerical tasks and loan processing duties.
- Worked with third-party vendors to address and clear loan closing requirements.
- Presented loan and repayment schedules to customers.
- Liaised between borrowers, title companies and Financial Institutions.
- Filed and maintained loan records.
- Reviewed loan documents to ensure accuracy and completeness.
- Provided administrative assistance to the loan team in preparing and processing commercial loan files.
Office Manager
Red Dog Management
Santa Maria, CA
03.2008 - 03.2011
- Coordinated and conducted classes to teach procedures to new staff members.
- Organized and maintained documents, files and records.
- Administered and updated Datatek database to manage payroll, employee benefits and staff time.
- Analyzed internal processes and recommended and implemented procedural or policy changes to improve operations.
- Handled incoming calls, emails, and other correspondence from clients and vendors.
- Coordinated special events such as conferences, seminars, receptions.
- Food Safety Liaison and Food Safety Training.
- HR duties- Hiring, layoff and employee training.
AVP Small Business Development Officer
Union Bank
Santa Maria, CA
06.2006 - 01.2008
- Identified needs of customers promptly and efficiently.
- Researched emerging technologies that could be applied to small businesses' operations or products and services offerings.
- Reviewed business packages and offered expert advice.
- Analyzed existing business operations to identify areas of improvement and cost savings.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Assisted with customer requests and answered questions to improve satisfaction.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Prioritized and organized tasks to efficiently accomplish service goals.
Executive Assistant
Union Bank
Santa Maria, CA
06.2004 - 06.2006
- Reported directly to Market/Regional President.
- Coordinated meetings for the Relationship Managers and Regional Manager within the Region.
- Answered telephone calls from customers or clients providing assistance where necessary.
- Maintained confidential records and files related to employee files and production.
- Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
- Monitored incoming emails and responded accordingly in a timely manner.
- Coordinated multiple schedules using online calendaring system.
- Managed all aspects of catering needs for special events hosted by the organization.
- Filtered important calls and spam calls to help executives prioritize specific clients and expedite daily operations.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
Customer Service Representative
Union Bank
Santa Maria, CA
02.1999 - 06.2004
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Consulted with customers to resolve service and billing issues.
- Educated customers on special pricing opportunities and company offerings.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Developed strong customer relationships to encourage repeat business.
- Promoted available products and services to customers during service, account management and order calls.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
SHRM Certificate of Completion - HR
Cal Poly
San Luis Obispo, CA04-2009
Associate of Arts -
Alan Hancock College
Santa Maria, CA06-2000
High School Diploma -
Earnest Righetti High School
Orcutt, CA06-1995
Skills
- Bank Sales
- Customer Service
- Cross-Selling and Partner Referrals
- Product Promotion
- Products and Services Knowledge
- New Account Setup
- Regulatory Compliance
- Prospect Calling
- Inbound Customer Calls
- Customer Service-Oriented
- Consultative Sales
- Account Servicing
- Teller Background
- Relationship Building
- Business Development
- Customer Relationship Management
Timeline
AVP Treasury Management Consultant
Pacific Premier Bank
08.2021 - 12.2023
Relationship Banker
Pacific Premier Bank
01.2016 - 08.2021
Loan Assistant
Pacific Premier Bank
03.2011 - 01.2016
Office Manager
Red Dog Management
03.2008 - 03.2011
AVP Small Business Development Officer
Union Bank
06.2006 - 01.2008
Executive Assistant
Union Bank
06.2004 - 06.2006
Customer Service Representative
Union Bank
02.1999 - 06.2004
SHRM Certificate of Completion - HR
Cal Poly
Associate of Arts -
Alan Hancock College
High School Diploma -
Earnest Righetti High School
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