Experience

JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Preferred Banker

  • Jul 2023 - Present



First Republic

• United States
• Financial Services
• 700 & Above Employee

• Preferred Banker

  • Jul 2022 - Jul 2023

  • Maintain a high level of service to our high net-worth clients.• Serve as the main point of contact regarding bank accounts and products. • Conduct outside business development calls with relationship managers.• Place new business development calls for self-sourced portfolios and open new accounts.• Support Relationship Managers to maintain and deepen existing/potential relationships.

• PBO Preferred Banker

  • Jul 2018 - Jul 2022

  • Provide a high level of customer service to current and potential clients to exceed client expectations.• Provide support by processing client transaction according to bank polices.• Assist with obtaining and organization all required documentation and filing.• Acquire knowledge of existing bank products, specifically on the deposit side, with a small focus on loan and wealth management products.

• Senior Quality Control Associate

  • Feb 2017 - Jul 2018

  • Supporting 15 offices in the San Francisco region in documentation review.• Communicating to bankers to resolve audit findings in a timely matter.• Preparing accurate reports of audit findings for the San Francisco offices.• Reporting to upper management for any outstanding audit exceptions.

• Quality Assurance Associate

  • Jan 2015 - Mar 2017

  o Evaluating audit findings and implement appropriate corrective actionso Preparing accurate reports of audit findings before sending to officeso Communicating to banker’s to resolve audit findings in a timely mattero Reporting to upper management for any outstanding audit exceptions



The Topocean Group

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Inside Sales Representative

  • Aug 2013 - Oct 2014

  o Maintaining existing clients while expanding database of new prospects via Customer Relationship Management software, Salesforce.com o Working closely with clients and carriers to come up with logistic solutions to ensure no problem arise o Participating in weekly meetings to develop and execute a plan to meet monthly quotas. o Proactively working with management to find strategic ways to increase sales o Maintaining existing clients while expanding database of new prospects via Customer Relationship Management software, Salesforce.com o Working closely with clients and carriers to come up with logistic solutions to ensure no problem arise o Participating in weekly meetings to develop and execute a plan to meet monthly quotas. o Proactively working with management to find strategic ways to increase sales



Toyota Motor Corporation

• Motor Vehicle Manufacturing
• 700 & Above Employee

• Internet Sales Specialist

  • Jul 2012 - Nov 2013

  o Managing and responding to inquiries in a timely fashion o Selling a minimum number of vehicles or bringing in a minimum of customers from the Internet, based on goals and objectives defined by the sales manager. o Scheduling appointments with interested buyers for test drives and delivery of vehicles. o Preparing sold vehicles for customer delivery prior to customer arrival, ensuring that the customer understands their vehicle’s operating features, warranty and paperwork. o Managing and responding to inquiries in a timely fashion o Selling a minimum number of vehicles or bringing in a minimum of customers from the Internet, based on goals and objectives defined by the sales manager. o Scheduling appointments with interested buyers for test drives and delivery of vehicles. o Preparing sold vehicles for customer delivery prior to customer arrival, ensuring that the customer understands their vehicle’s operating features, warranty and paperwork.