Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
18
18
years of professional experience
Work History
Assistant Vice President Business Banker
Wells Fargo
15240 Sunset Blvd Pacific Palisades, CA 90272
06.2023 - Current
Managed risk effectively by implementing robust compliance procedures and conducting regular audits of internal controls.
Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
Implemented data-driven decision-making processes, leading to more informed strategic choices and improved overall performance metrics.
Drove innovation by encouraging creative problem-solving among team members and staying abreast of industry trends and best practices.
SR. Relationship Banker
Union Bank / US Bank
08.2022 - 06.2023
Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
Developed new business by actively prospecting potential customers and maintaining strong referral networks.
Residential Mortgage Loan Processor
New Vision Real Estate and Inv.
10.2020 - 08.2022
Processing all residential mortgage loans inclusive of FHA, Conventional, High Balance Conforming
Banking: Teller / Supervisor / Personal Banker
JP Morgan Chase
04.2006 - 01.2013
Seasoned banking professional with extensive expertise in banking operations, sales, team management, and customer service