Highly motivated banking professional with over 13 years of experience in branch Operations management, sales leadership, and customer relationship management within competitive markets.
Overview
13
13
years of professional experience
Work History
Branch Sales/Service Manager
Banc of California
La Habra, USA
02.2019 - 01.2021
Perform direct supervisory duties of branch staff.
Streamlined daily operations, significantly reducing errors and ensuring 100% compliance with audits, through meticulous oversight and staff training.
Elevated customer service standards by developing and executing targeted training programs, resulting in increased customer satisfaction and loyalty.
Universal Banking Officer/ Senior Service Officer/Floater
Bank of the West
Los Angeles, USA
04.2017 - 10.2018
Provided on-site support to branches in various market areas including Culver City, Pasadena, City of Commerce, and Compton.
Managed operational compliance, achieved sales goals, and maintained customer service standards
Contributed to the creation of marketing strategies targeted at enhancing brand recognition.
Branch Service Manager
Banc of California
La Habra, USA
12.2014 - 04.2017
Led the hiring cycle by conducting candidate interviews and facilitating comprehensive in-branch training
Performed periodic audits of the branch's internal controls systems to detect errors or irregularities.
Managed daily activities of the branch including staffing, sales goals, financial reporting, cash management, customer service delivery, security protocols and risk mitigation.
Teller Supervisor
Popular Community Bank
Whittier, USA
04.2013 - 12.2014
Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
Performed monthly audit checklist requirements, tested security equipment, and conducted office security training to ensure compliance with security procedures.
Resolved complex customer issues, acting as the first point of escalation for complaints and inquiries.
Licensed Banker/Annuity Specialist
Popular Community Bank
La Mirada, USA
04.2008 - 04.2013
Built strong client connections and fulfilled a wide range of financial needs, maximizing customer engagement.
Effectively managed the set-up of IRA's and HELOC's for clients' financial planning.
Increased revenue through the sale of investment products such as annuities and life insurance
Education
MBA -
University of California, Riverside
Riverside, CA
06-2025
Bachelor of Science - FINANCE, REAL ESTATE AND LAW
California State Polytechnic University, Pomona
Pomona, CA
06-2008
Skills
Financial Analysis
Regulatory Compliance
Risk Management
Microsoft Office Suite
CRM Software Proficiency
Auditing assistance
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Branch Sales/Service Manager
Banc of California
02.2019 - 01.2021
Universal Banking Officer/ Senior Service Officer/Floater
Bank of the West
04.2017 - 10.2018
Branch Service Manager
Banc of California
12.2014 - 04.2017
Teller Supervisor
Popular Community Bank
04.2013 - 12.2014
Licensed Banker/Annuity Specialist
Popular Community Bank
04.2008 - 04.2013
MBA -
University of California, Riverside
Bachelor of Science - FINANCE, REAL ESTATE AND LAW
California State Polytechnic University, Pomona
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