Experience

Luther Burbank Savings

• United States
• Financial Services
• 100 - 200 Employee

• Personal Banker III

  • Feb 2023 - Present

  As a proud employee of Luther Burbank Savings, my goal is to provide exceptional client service. I am here to be a partner on your financial journey. Please feel free to contact me if you have any questions! As a proud employee of Luther Burbank Savings, my goal is to provide exceptional client service. I am here to be a partner on your financial journey. Please feel free to contact me if you have any questions!



Mobile Notary Direct

• San Francisco Bay Area

• Business Owner

  • Nov 2022 - Present

  Offering budget friendly mobile notary services. Please feel free to contact me with any inquiries. Offering budget friendly mobile notary services. Please feel free to contact me with any inquiries.



First Republic Bank

• United States
• Banking
• 700 & Above Employee

• Preferred Banker

  • Mar 2019 - Sep 2022

  Preferred Banker located in the Los Altos office. Duties consisted of onboarding new clients, maintaining existing client relationships, collecting necessary data and documentation, transactional services, fraud reporting, transactional disputes, direct client support, wire transfer processing, debit card management, KYC, cross selling with our wealth management, loan officers, and business banking officers Preferred Banker located in the Los Altos office. Duties consisted of onboarding new clients, maintaining existing client relationships, collecting necessary data and documentation, transactional services, fraud reporting, transactional disputes, direct client support, wire transfer processing, debit card management, KYC, cross selling with our wealth management, loan officers, and business banking officers



Silicon Valley Bank

• United States
• Banking
• 700 & Above Employee

• Branch Client Associate II

  • May 2016 - Mar 2019

  Direct client service support for Early Stage banking clients & private banking clients , in person transactional services , Relationship Manager & Vice president support. Direct client service support for Early Stage banking clients & private banking clients , in person transactional services , Relationship Manager & Vice president support.



Curbside

• San Jose, CA

• Curbside Associate

  • Jan 2015 - Apr 2016

  Curbside is a consumer-based application which allows the customer to place an order for a designated store and retrieve it without ever leaving their vehicle. Curbside is a consumer-based application which allows the customer to place an order for a designated store and retrieve it without ever leaving their vehicle.



Chase

• United States
• Financial Services
• 700 & Above Employee

• Bank Teller

  • Jan 2012 - Jan 2014