Experience

CAHP Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Financial Service Specialist

  • Jul 2021 - Present

  Provide financial success to members by learning their goals by offering them services to help them save money on borrowing, save money and plan for their future. Provide financial success to members by learning their goals by offering them services to help them save money on borrowing, save money and plan for their future.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • May 2013 - Jul 2021

  Personal banker and previously small business specialist. I worked closely with small business owner with 1 million in sales, by setting up business plans, strategy to help them achieve financial success by offer products and services that will help them day to day operations to ensure they grow their business. Following up with clients on a quarterly basis to ensure they are valued. Consumer clients are set with appointment to conduct a financial review to set a goal to achieve by setting up a plan either long term or Short term. Knowledge of basic services and products not limited to checking, saving, cd, ira, heloc, personal loan, mortgage, retirement planning, business line of credit, commercial real estate, business equipment loans, merchant services, payroll services, etc. Show less



California check cashing

• Sacramento, California, United States

• Store manager

  • Nov 2005 - Feb 2013

  I supported team members with growth and knowledge of products and services. It was my duty to ensure each team member understand and proper procedures to complete day to day task, and educate them on new products and existing products and learn how to use the tools for personal success. Products and services includes but not limited to checking cashing rules and regulations, how to do payroll advance loans, process car title loans, dmv renewal, sale pre paid cards, prepare personal taxes, conduct store audits, cash handling, control vault cash, etc. Show less