Experience

Exchange Bank

• United States
• Banking
• 300 - 400 Employee

• Relationship Banker II & MOD

  • Jan 2020 - Present

  Presently, I am the Relationship Banker II at Exchange Bank who serve as a Manager On Duty or "MOD" which makes me responsible for leading my branch during the absence of an on-site branch manager. My passions are to do what is right for each client and build long term client relationships. I possess in-depth knowledge to make connections, discover needs, share recommendations, as well as grow deep routed relationships. I am skilled at communicating with clients to discover their… Show more Presently, I am the Relationship Banker II at Exchange Bank who serve as a Manager On Duty or "MOD" which makes me responsible for leading my branch during the absence of an on-site branch manager. My passions are to do what is right for each client and build long term client relationships. I possess in-depth knowledge to make connections, discover needs, share recommendations, as well as grow deep routed relationships. I am skilled at communicating with clients to discover their unmentioned or unknown financial needs and love to expand my portfolio by cross-sales and referrals amongst my peers. Currently, my broad knowledge of Exchange Bank products and services benefit me to perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during my every client interaction. Show less Presently, I am the Relationship Banker II at Exchange Bank who serve as a Manager On Duty or "MOD" which makes me responsible for leading my branch during the absence of an on-site branch manager. My passions are to do what is right for each client and build long term client relationships. I possess in-depth knowledge to make connections, discover needs, share recommendations, as well as grow deep routed relationships. I am skilled at communicating with clients to discover their… Show more Presently, I am the Relationship Banker II at Exchange Bank who serve as a Manager On Duty or "MOD" which makes me responsible for leading my branch during the absence of an on-site branch manager. My passions are to do what is right for each client and build long term client relationships. I possess in-depth knowledge to make connections, discover needs, share recommendations, as well as grow deep routed relationships. I am skilled at communicating with clients to discover their unmentioned or unknown financial needs and love to expand my portfolio by cross-sales and referrals amongst my peers. Currently, my broad knowledge of Exchange Bank products and services benefit me to perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during my every client interaction. Show less



American River Bank

• United States
• Banking
• 1 - 100 Employee

• Branch Service Specialist

  • Sep 2018 - Jan 2020



Golden 1 Credit Union

• United States
• Banking
• 700 & Above Employee

• Branch Lead

  • Mar 2013 - Sep 2018