* Excellent customer service, communication and interpersonal skills
* Solid organization and management skills- responsible for over 300 affluent clients in
the book of business
* Series 7 and Series 66 licenses
* California Health and Life Insurance
Relationship Manager San Francisco, CACitibank/Aug 2011 to Mar 2017
Manage banking relationships of affluent and high net worth clients.
Profile clients in depth to ascertain their financial goals and priorities.
Coordinate the efforts and expertise of team of professionals in lending, wealth
management, trust and estate planning.
Actively acquire new to bank relationships within the affluent target market through a
professional sales effort.
Partner closely both with financial advisor and home mortgage consultant to drive
business sales in loans, new deposits and investments.
Monitor client's portfolio to ensure profitability.
Premier Banker San Francisco, CAWells Fargo Bank /Feb 2006 to Aug 2011
Responsible for servicing and management of affluent segment.
Profile clients to determine their needs, then cross-selling appropriate products and
services and/or referring clients to partners.
Provide broad base of services in banking, lending and investments with the goal of
acquiring 100% of the clients business.
Proactively make outbound sales calls to drive business.
Perform branch operations and protocols.
Financial Services Representative Francisco, CASan Francisco Federal Credit Union/Jan 2002 to Jan 2006
Process and approve qualifying consumer loan requests.
Provide accurate and clear explanation of loan disclosures to credit union members and
Cross-sell credit union members on various deposit and loan products.
Participate in local community affairs and support charity events.
Primary point of contact for credit union members throughout loan process.
Bachelor of Science: Business EconomicsUniversity of San FranciscoSan Francisco, CA