Elizabeth Sanchez
Summary
Knowledgeable Banking Professional 20+ years of banking experience. Customer Service orientated committed to driving consistent customer sales & revenue growth. Strong networking and prospecting skills. Skillful in converting leads into customers, and maintaining competitive sales results. Excellent relationship-building, communication and multitasking abilities.
Overview
27
27
years of professional experience
Work History
Sr Division Accounting Specialist
The Management Trust
12.2024 - Current
- Manage accounts receivable processes to ensure timely financial transactions.
- Manage HOA Lockbox Payments
- Lesion to Financial Institutions
- Provide Customer Service to HOA Board Members and Members
- Support to Community Managers with accounting questions
- Manage HOA CD and Banking Investments for 200+ Associations
Financial Services Officer
Banc Of CA
07.2024 - 12.2024
- Advised customers on appropriate banking solutions based on their individual needs.
- Provided technical assistance when needed for online banking systems.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Cross-sold bank products and services based on customer needs to boost sales.
- Opened, maintained, and closed accounts in accordance with company policies and procedures.
- Resolved customer inquiries promptly and accurately via phone or email.
AVP Treasury Management Consultant
Pacific Premier Bank
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.
- 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
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.
- Direct report to Regional Commercial President
Loan Assistant
Pacific Premier Bank
03.2011 - 01.2016
- Examined and verified information in loan application and closing documents.
- Assembled and compiled documents for loan closings.
- 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.
AVP Small Business Development Officer
Union Bank
06.2006 - 01.2008
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business
- Displayed strong telephone etiquette, effectively handling difficult calls
- Prioritized and organized tasks to efficiently accomplish service goals
- Reviewed business packages and offered expert advice
- Analyzed existing business operations to identify areas of improvement and cost savings
- Cross sold products and services
Customer Service-New Accts-Executive Asst
Union Bank
02.1999 - 01.2006
- Excelled in Customer Service
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
Education
HR - SHRM Certification
California Polytechnic State University, San Luis Obispo
San Luis Obispo, CAAssociate of Arts -
Alan Hancock College
Santa Maria, CAHigh School Diploma -
Earnest Righetti High School
Orcutt, CA06-1995
Skills
- Cross-Selling and Partner Referrals
- Revenue Generation
- Products and Services Knowledge
- Regulatory Compliance
- Prospect Calling
- Relationship Building
- Business Development
- Proficient in Excel, Word, Power Point
- Sales Consultations and Presentations
Languages
Spanish
Native/ Bilingual
Volunteer Activities
- Food Bank of Santa Barbara County- Board Member 2020-2023, Active Empty Bowls Committee Member/ Santa Maria
- Day of Hope 2018 - present
- Santa Maria Police Council - volunteer
- Boys & Girls Club of Central Coast- volunteer
Timeline
Sr Division Accounting Specialist
The Management Trust
12.2024 - Current
Financial Services Officer
Banc Of CA
07.2024 - 12.2024
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
AVP Small Business Development Officer
Union Bank
06.2006 - 01.2008
Customer Service-New Accts-Executive Asst
Union Bank
02.1999 - 01.2006
HR - SHRM Certification
California Polytechnic State University, San Luis Obispo
Associate of Arts -
Alan Hancock College
High School Diploma -
Earnest Righetti High School