Compassionate professional motivated to positively impact program operations and participant success with diligent support. Well-trained in the field with dedication to continuously enhancing strategies and optimizing assistance. Highly organized and hardworking with strong attention to detail.
Overview
27
27
years of professional experience
Work History
Owner/General Partner
D&J Sewing
Clovis
10.2019 - Current
Developed and maintained strong relationships with key clients, leading to increased sales and client retention.
Led product training sessions for clients to ensure successful implementation and usage.
Advised on product customization options to meet specific client requirements.
Trained sales teams on product features, benefits, and competitive advantages to enhance sales effectiveness.
Conducted training sessions with customers on the use of products and services.
Managed relationships with third-party vendors providing services or products related to sales and service operations.
Evaluated competitor offerings in order to provide competitive advantages in the marketplace.
Member Relationship Specialist
Golden 1 Credit Union
Rancho Cordova
02.2016 - 05.2019
Utilized problem solving skills to resolve customer issues in a timely manner.
Ensured that all complaints were investigated promptly and resolved satisfactorily within established guidelines.
Built relationships with members through face-to-face meetings or telephone conversations.
Advised customers on product features and benefits relevant to their needs.
Identified opportunities to improve customer satisfaction levels and make appropriate recommendations.
Maintained up-to-date knowledge of current products and services offered by the organization.
Provided technical assistance to members on the use of online resources such as web portals and mobile apps.
Coordinated with other departments to ensure a smooth flow of operations related to member management.
Ensured compliance with relevant laws and regulations governing operations.
Finacial Services Representative
Heritage Community Credit Union
Rancho Cordova, CA
11.2014 - 02.2016
Utilized problem solving skills to resolve customer issues in a timely manner.
Ensured that all complaints were investigated promptly and resolved satisfactorily within established guidelines.
Built relationships with members through face-to-face meetings or telephone conversations.
Advised customers on product features and benefits relevant to their needs.
Identified opportunities to improve customer satisfaction levels and make appropriate recommendations.
Maintained up-to-date knowledge of current products and services offered by the organization.
Provided technical assistance to members on the use of online resources such as web portals and mobile apps.
Coordinated with other departments to ensure a smooth flow of operations related to member management.
Ensured compliance with relevant laws and regulations governing operations.
Financial Services Representative
Community Banks of Colorado
Sacramento, CA
06.2009 - 12.2013
Utilized problem solving skills to resolve customer issues in a timely manner.
Ensured that all complaints were investigated promptly and resolved satisfactorily within established guidelines.
Built relationships with members through face-to-face meetings or telephone conversations.
Advised customers on product features and benefits relevant to their needs.
Identified opportunities to improve customer satisfaction levels and make appropriate recommendations.
Maintained up-to-date knowledge of current products and services offered by the organization.
Provided technical assistance to members on the use of online resources such as web portals and mobile apps.
Coordinated with other departments to ensure a smooth flow of operations related to member management.
Ensured compliance with relevant laws and regulations governing operations.
Relief Agent
Elliott Homes
Folsom, CA
07.2007 - 05.2009
Provide sales support and coverage for primary sales agents, ensuring continuity of service during their absence.
Conduct property tour and present new homes to prospective buyers, highlighting features, benefits, and community amenities.
Assist in the preparation and delivery of sales presentations, promotional materials, and open house events.
Manage and maintain up-to-date records of client interactions, sales leads, and follow-up activities using CRM systems.
Respond to inquiries from potential buyers via phone, email, and in-person meetings, providing accurate information and exceptional customer service.
Collaborate with the sales team to develop and implement effective sales strategies and marketing campaigns.
Branch Manager
Union Bank of California
Lodi
05.2003 - 07.2007
Lead and manage daily operations, ensuring high levels of customer satisfaction and operational efficiency.
Supervise, train, and mentor a team of 8 employees, fostering a collaborative and high-performance work environment.
Develop and implement strategic plans to achieve branch goals, including sales targets, customer acquisition, and retention.
Monitor and analyze branch performance metrics, preparing detailed reports, and presenting findings to senior management.
Ensure compliance with all banking regulations, policies, and procedures, conducting regular audits and risk assessments.
Build and maintain strong relationships with clients, community members, and business partners to enhance branch reputation and drive growth.
Assistant Branch Manager
Union Bank of California
Lodi
08.1997 - 05.2003
Supported the Branch Manager in overseeing branch operations, managing staff, and achieving sales goals.
Assisted in the development and execution of branch business plans, focusing on customer service excellence and operational efficiency.
Conduct performance evaluations, provide feedback, and facilitate professional development for team members.
Handled complex customer inquiries and complaints, ensuring prompt and effective resolution.