Relationship Manager with solid leadership skills who dependably achieves branch goals. I am a sharp banking professional whose talents shine in a competitive, innovative and creative environment. Track record of increasing sales, improving client retention and growing customer base. I am a self-Motivated professional with extensive operational and sales experience. Over 13 years in the banking industry.
Ability to build trust
Complex problem solving
Excellent communication skills
Expert in risk management
08/2009 to Current
Senior Relationship ManagerBank of America － Ventura, Ca
10/2007 to 07/2009
Personal BankerBank of America － Ventura, Ca
05/2007 to 10/2007
Personal BankerBank of America － Goleta, Ca
Build and maintain relationships in a high traffic banking center environment.
Responsible for offering and selling financial products and services (i.e.
Credit Cards, CD's, IRA's, home loans, checking and savings account) to both consumer and small business customers.
Establish, develop, retain and deepen long-term relationships with current and potential customers in the community.
Consistently meet and exceed sales and customer delight goals by proactively meeting and greeting customers quickly identifying needs as they enter the banking center.
Provide support to other associates as needed.
Know the business- including policies, procedures and compliance.
Designated Small Business Champion- responsible for ensuring that the banking center meets its small business goals.
Meet and exceed sales and customer service goals, Build and sustain relationships with small business customers.
01/2006 to 05/2007
Sales and Service SpecialistBank of America － Ojai, Ca
Leading from the lobby, providing basic service and sales to customers, and performing teller transactions.
Recognize and respond during appropriate times and circumstances to perform each role.
Responsibilities: establish, retain and deepen relationships with existing and potential customers.
Achieve team sales goals and provide quality customer service.
Resolve complex service issues to guarantee customer satisfaction and retention.
Provide basic sales activities.
Be able to recognize customer need and act quickly to serve in order to reduce customer wait time.
12/2001 to 12/2006
Senior TellerBank of America － Ojai, Ca
08/1999 to 12/2001
TellerBank of America － Morro Bay, Ca
Process Transactions accurately and efficiently in accordance with established policies and procedures.
Identify customer needs and refer financial products to consumer and small business customers.
Consistently seek to delight customers.
Be compliant with all financial regulations.
Assist other tellers, train new tellers.
Build customer loyalty.
Norhoff High School － Ojai, CA
Ventura College － Ventura, CA
Liberal StudiesCalifornia State University Channel Islands － Camarillo, CA
Award of excellence medallion for consistently providing outstanding customer service.
Numerous spirit awards for outstanding customer service and sales production.
Consistently recognized for outstanding leadership and teamwork.