Oversee 25+ employees throughout their new hire learning experience
Facilitates onboarding, core and upskill Academy programs, inclusive of delivering assessments, managing practice pods, call calibration sessions, practice sessions, and simulator workshops
Identifies behavior and proficiency gaps, develops action plans, and coaches participants to ensure successful completion of training programs and achievement of milestones
Ensures adherence to risk culture by enforcing internal and regulatory policies, procedures, and processes throughout new to role programs
Participates in Line of Business (LOB) leadership routines and initiatives, providing stakeholders with feedback on teammate development and program updates
Relationship Manager
Bank of America
Scotts Valley, CA
01.2020 - 12.2022
Conducted in-depth financial analysis to develop strategic recommendations
Exceeded targets by implementing innovative client acquisition strategies, leading to substantial increase in new accounts and assets
Fostered cross-functional partnerships to deliver comprehensive financial services
Ensured compliance with financial regulations, safeguarding bank integrity and mitigating potential risks in all client interactions
Business Manager
Catholic Charities Diocese of Monterey
Monterey, CA
10.2018 - 12.2019
Optimized financial operations through management of planned gifts, bill payments, and budgeting, enhancing overall fiscal efficiency
Cultivated a high-performing team through effective supervision, constructive feedback, and targeted coaching, significantly boosting workplace efficiency
Fostered partnerships with vendors and suppliers, while representing the parish at key events, strengthening community ties and expanding influence
Revamped digital presence strategy, boosting social media engagement and website traffic by introducing interactive content, increasing online donations
District Sales Manager
Sprint Corporation
Gilroy, CA
05.2013 - 09.2018
Led strategic vision for multiple locations, driving revenue growth and achieving sales targets while optimizing inventory and cash control measures
Cultivated a high-performing team through targeted recruitment, comprehensive training programs, and regular performance evaluations
Consistently surpassed sales goals through effective leadership and strategic business planning