Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Assistant Manager

  • Aug 2022 - Present



United Business Bank

• United States
• Banking
• 100 - 200 Employee

• AVP/ Client Services Manager

  • Feb 2016 - Aug 2022

  - Responsible for providing and managing efficient, effective and accurate performance of all Branch Operations functions - Ensure all work is in compliance to departmental policy and procedures - Review daily operations reports and all new accounts daily - Participate in acquisition and mergers of multiple banks on Operations and Cash Management side - Perform monthly certifications - Research issues and took appropriate action to ensure speedy resolution - Established guidelines for employees to adhere to for outstanding client service to be able to maintain and extend relationships for future business opportunities Show less



Pan Pacific Bank

• United States
• Banking
• 1 - 100 Employee

• Client Service Specialist

  • Sep 2014 - Feb 2016

  - Open all types of Business and Consumer accounts - Cross sell all of Bank’s products and services. - Accepts and complete applications and documents related to online banking, remote deposit capture, ACH, positive pay, debit cards, wires and courier services. - Receive and process client’s wire transfer requests. - Process Currency Transaction reports, credit ratings, return items, stop payment requests. - Process over the counter deposits, mail deposits, and courier deposits. - Cross train employees in New Accounts. - Cover Client Service Manager at San Jose location when needed Show less



Bay Commercial Bank

• United States
• Banking
• 1 - 100 Employee

• Client Service Officer

  • Jul 2012 - Sep 2014

  Responsible for opening all types of account and services for the clients. - Accepts and complete applications and documents related to online banking, remote deposit capture, ACH, positive pay, debit cards, wires and courier services. - Perform installation of remote capture scanners and set-up clients on online banking. - Complete account analysis pro formas for prospective clients. - Cross sell all of Bank’s products and services. - Receive and process client’s wire transfer requests. - Process and balance all Wells Fargo ZBA accounts. - Process Currency Transaction reports, credit ratings, return items, stop payment requests, deposits, courier deposits, cash orders and shipments, collections and check reconciliations Show less



Focus Business Bank

• United States
• Banking
• 1 - 100 Employee

• VP Branch Operations

  • Nov 2007 - Aug 2010

  Managed the teller and back office employees and back up for the Cash Management position. Managed all account portfolios at the bank that did not have a loan tied to the account and that are not non-profit. Writing and maintaining of policy and procedures within the new accounts, teller and all Central Services Reviewed daily operations reports and all new accounts daily Manage all IRA accounts and CDARS accounts and submitted Quarterly interest to the State Bar for all of the IOLTA accounts Completed monthly certifications Show less



Pinnacle Bank

• United States
• Banking
• 700 & Above Employee

• Central Services Officer

  • Apr 2007 - Nov 2007

  Daily signature verification process, balance various general ledgers and ban control accounts Process incoming and outgoing wires, remote banking and correspondent banking transactions, ACH returns, chargeback's, internet banking transactions and cash letter adjustments NSF's and Non-post and all of the daily report certifications ordering cash and balancing the vault Daily signature verification process, balance various general ledgers and ban control accounts Process incoming and outgoing wires, remote banking and correspondent banking transactions, ACH returns, chargeback's, internet banking transactions and cash letter adjustments NSF's and Non-post and all of the daily report certifications ordering cash and balancing the vault



Legacy Bank

• United States
• Financial Services
• 1 - 100 Employee

• Central Services Officer

  • Aug 2005 - Apr 2007

  Managed multiple employees process incoming and outgoing wires, fed settlement, remote banking and correspondent banking transactions, ACH returns, chargeback's, internet banking transactions and cash letter adjustments CDARS program and the Biweekly Fincen scrub Supervision of the branch when the Operation's Manager is out Managed multiple employees process incoming and outgoing wires, fed settlement, remote banking and correspondent banking transactions, ACH returns, chargeback's, internet banking transactions and cash letter adjustments CDARS program and the Biweekly Fincen scrub Supervision of the branch when the Operation's Manager is out



Greater Bay Bank

• Banking
• 1 - 100 Employee

• Loan Assistant

  • Jul 1999 - Aug 2005

  Ordered loan documents Made up all of the files for each new loan Reviewed all loan files to make sure that all financials were current and interacted with clients via mail, telephone or walk-in to get updated financials Processed advances and loan payments Ordered loan documents Made up all of the files for each new loan Reviewed all loan files to make sure that all financials were current and interacted with clients via mail, telephone or walk-in to get updated financials Processed advances and loan payments



Bank of Santa Clara

• Santa Clara CA

• Deposit Service Representative

  • Jul 1999 - Aug 2005

  Opened new accounts for the branch including IRA's Trained other new hires Assisted the manager with monthly certifications, including money market violations letters Processed straight deposits when needed I was promoted to a Loan Assistant Opened new accounts for the branch including IRA's Trained other new hires Assisted the manager with monthly certifications, including money market violations letters Processed straight deposits when needed I was promoted to a Loan Assistant