Financial professional with many years of experience in both a retail banking and telephone sales environment. Ability to review course of actions based on known facts and policies. Demonstrated supervisor, communicator, public speaker, and decision maker. Recognizes and maximizes opportunities for cross selling products and services.,
Interacted with public, set policies and procedures within State and Federal laws.Prioritized budgets, negotiated contracts.Hired City Manager.and interacted with department heads and outside agencies for projects, budgets, and service. Conducted public meetings regarding community issues and challenges facing the City of Pacifica. .
Built relationships.Held open housesand did followup calls to potential clients. Practiced time management skills on a daily basis. Organized and coordinated team effort to close escrow with client, lenders, inspections, and escrow company.
Served as Board President 2 times, hired Superintendent, negotiated contracts, Dealt with public in regards to a variety of issues. Represented City of Pacifica at many government meetings. Made decisions based on information from staff reports and public input. Adopted budgets and policies according to Union contracts, State and Federal laws.
Led a team of financial professionals in outgoing calls to solicit investments and financial products Ongoing maintenance of accounts and customer service and retention to resolve any issues or concerns..
Lead staff of 8 and other specialists towards sales goals. One of the 10 most improved branches in California. Maintained clean audits achieved goals in both sales and customer service. Maintained ongoing product and cross training for policies, products and selling opportunities. Hiring, reviewing, training and terminating employees. Made exceptions to policy when necessary.
Companies Worked For:
Job Titles Held:
© 2019, Bold Limited. All rights reserved.