Experienced supervisor with 9 years of leadership experience and a total of 13 years in customer service. Confident and highly motivated individual with strong communication and leadership skills. Demonstrated track record of consistently achieving high levels of customer satisfaction and successful project delivery.
Overview
2026
2026
years of professional experience
Work History
Client Manager, AVP
City National Bank
12.2019 - Current
Assist Branch Manager in all branch activities: operations, client service, sales and risk management
Train and help increase bench strength of existing colleagues on operations and risk management
Sustain operational excellence and expertise in risk management/loss prevention
Boosted employee morale through recognition initiatives, leading to increased productivity levels across the team.
Conduct branch risk meetings and training courses
Complete monthly certifications and quarterly, semi-annual and annual reviews
Helps maintain operational stability and compliance for branch and colleagues
Helps to deepen existing client book of business by identifying possible service and sales opportunities
Provides operational and procedural training to branch colleagues
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
Oversaw risk management initiatives to minimize losses and maintain a safe work environment.
Contact Center Team Lead
First Entertainment Credit Union
2019 - 2019
Manage the call center queue ensuring that agents are adhering to their daily schedule
Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Responsible for making sure all agents’ referrals and customer service scores are met and maintained
Organize special events for my team, including monthly competitions and team building activities
Takeover all escalated calls pertaining to member issues, research requests and account maintenance
Lead weekly team meetings to keep all agents involved in all updates pertaining to the credit union
Trained new team members by relaying information on company procedures and safety requirements.
Receive Supervisor/ Roadside Assistance
Automobile Club of Southern California
2016 - 2019
Assist agents in achieving all metrics of their scorecard by providing hands on coaching and leadership
Help retain members while assisting them through escalated service calls
Recognize and formally acknowledge outstanding agent performance to boost morale and productivity
Organize special events for my team, including monthly competitions and team building activities
Successfully able to be productive in both team and independent working environment
Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Head Teller
Citibank
2010 - 2016
Consistently achieved sales and referral goals- recognized for sales and referral success
Assisted in daily opening and closing procedures
Worked effectively and collaboratively in an intense business setting to deliver expected or above expected monthly sales goals
Responsible for peer coaching and assisting branch manager and assistant manager with mentoring and managing new and existing tellers
Continuously strived to provide superior customer service by maintaining and growing customer relationships
Assisted in preparing the branch for semiannual and yearly audits by making sure all records are properly kept and maintained
Completed monthly, quarterly, semi-annual and annual certifications/reviews for audit
Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
Oversaw currency shipments and deposits while adhering to strict safety guidelines.
Replenished ATM funds in empty canisters prior to validation process.
Exactuals Product Manager II (Assistant Vice President) at City National BankExactuals Product Manager II (Assistant Vice President) at City National Bank