Experience

First Tech Federal Credit Union

• Premier Financial Representative

  • Aug 2013 - Present

  Support First Tech’s XC channel Vison by providing exceptional service to our most affluent members in CA, TX, and Puerto Rico. Experienced in mentoring employees in becoming successful and productive contributors. Support and lead team members to achieve deposit goals, open accounts, leverage internal systems, and utilize product resources. Top producer on promotional products and performance key metrics hitting above 4.0 scorecards and generated more than $300 million in… Support First Tech’s XC channel Vison by providing exceptional service to our most affluent members in CA, TX, and Puerto Rico. Experienced in mentoring employees in becoming successful and productive contributors. Support and lead team members to achieve deposit goals, open accounts, leverage internal systems, and utilize product resources. Top producer on promotional products and performance key metrics hitting above 4.0 scorecards and generated more than $300 million in deposits since the initiation of Premier. Conducted First Tech HP live Virtual Q&A and hosting Financial Foundations webinar.  Assist Managers in interviewing branch FSR’s and Premier Representatives. Strive to collaborate with partners and XC resulting in Cupertino closing in 150% DG for Q4 Show more Show less



Xceed Financial Credit Union

• Personal Banker

  • Dec 2011 - Feb 2013

  Processed Home Equity LOC· Assist with Auto Dealer Relationships and successfully increased branch loan volume· Attend and host chamber mixer events and networking events



National 1st Credit Union

• Branch Supervisor

  • Jan 2009 - Dec 2011

  Audit branch and in charge of all operational needs, develop FSR’s, create credit union procedures, participate in business development events.