Experienced relationship officer and team lead with a proven track record in financial services, customer engagement, and operational efficiency. Over 8 years of leadership in fast-paced environments, with strengths in coaching, auditing, and client relationship building. Licensed California Notary with a commitment to excellence—recognized with a top service award.
• Opened and managed member accounts while guiding loan application processes
• Delivered tailored solutions by identifying member needs vs wants
• Coached team of representatives to exceed service and performance goals
• Conducted audits and ensured compliance in daily operations
• Prepared and received cash shipments; verified accuracy and security
• Performed official notarial duties as a licensed CA notary
• Led ordering, stocking, and inventory for deli department
• Managed relationships with vendors and merchants for product supply
• Provided cashier and store closing support to ensure operational flow
• Trained staff and maintained health and safety standards
• Led ordering, stocking, and inventory for deli department
• Managed relationships with vendors and merchants for product supply
• Provided cashier and store closing support to ensure operational flow
• Trained staff and maintained health and safety standards
Financial Services & Member Relations
Coaching & Team Leadership
Account Management & Auditing
Inventory Control & Vendor Relations
Notarial Services
Invoicing & Bookkeeping
Customer Service Excellence