Licensed Relationship Banker

• Mar 2016 - Present

Relationship Manager

• May 2013 - Mar 2016

• Meet and exceeded Customer and small Business client customer goals with the utmost of accuracy and highest ethical standards. • Proactively manage Risk in every business, product, and service transaction leveraging the Risk Framework. •Consistently partnering with the appropriate specialist and or teammate to serve the customer’s banking, small business, mortgage and investments needs, as result, Meeting and exceeding individual sales goals every quarter. •Reviewed loan application and business accounting statements (balance sheets, profit and loss statements, and income statements) and tax forms for loan processing. •In this position I received a MARKET RECOGNITION , for successfully achievement the AZ State Ranking of # 6 - Best results as Relationship Manager, between all the Manager's in North Central Phoenix, Goals were exceeding by 138 % . Show less

Investment Associate

• Aug 2012 - Apr 2013

• Executed investors/client trades and exchanges for asset allocations & diversification. • Delivered weekly financial market updates during meetings and developed new ways to improve daily workflow. • Consulted for investor’s inquiries pertaining certain tax forms such as form 1099-R,1099- DIV, 1099-B, and form 5498 for any legal, regulatory, and tax-related needs. • Identified investor needs and problems with urgency, professionalism, and efficiency to determine alternative solutions. • Interfaced with internal and external departmental associates to more effectively resolve client issues. • Perform financial analysis on quarterly and annual statements to identify discrepancy, conduct deep dive research, provide explanation and recommend strategies to ensure improved accuracy. • Analyze account entries to guarantee accurate processing, updates and regulatory compliance. • Interpret IRS publications and provide guidance for taxable events and transactions to ensure minimal risk. • Research and promptly resolve complex financial information to non-financial audiences in a clear and understandable way. Show less

Key Account Sales Representative

• Dec 2011 - Aug 2012

Sales Representative for Quill and Medical Arts Press by assigned Territory Businesses • Taking on a leadership position with excellent abilities in sales, positive results over goals, work ethic, managing people, and the aptitude for learning. • Successfully building relationships in new markets and new customers with products, tangibles, cleaning and office supplies from Quill which is a company established from Staples Corporation • In this position I received a CERTIFICATE OF ACHIEVEMENT, for successfully achievement the National Ranking of # 1 - Best Seller Agent, between 2,800 Agents Nationwide. Show less