Experience

Fremont Bank

• United States
• Banking
• 700 & Above Employee

• Senior Personal Banker

  • Feb 2020 - Present

• Personal Banker

  • Apr 2018 - Feb 2020

• Universal Banker

  • Apr 2017 - Apr 2018

  • Met with both consumer and small business clients to establish, maintain, and build a healthy financial relationship. • Assisted the Operation Manager in ensuring proper documentation and procedures are followed as well as gathered for account opening and servicing, including the risk and control self-assessment process.• Deliver exceptional Service to internal & external clients by executing financial transactions and resolving service issues in accordance with bank policy and procedure.• Worked closely with Personal Bankers, Mortgage Lender and Financial Executive to increase referrals and provided clients with more product and service options.• Planned and coordinated events such as conferences, customer appreciation and employee appreciation events. Show less

• Client Services Specialist

  • Jan 2013 - Apr 2018

  • Ensuring client satisfaction through practicing, following, and implementing the Six Diamond Fremont Bank Experience standards • Generated and boosted sales and referrals through client relationship building and retention by identifying areas of opportunity• Achieved and excelled in sales as a Top Performer for 4 consecutive quarters in 2015; • Proactively conducted warm outbound calls to potential, new and exisiting clients to deepen client relationships as well as to ensure optimal client satisfaction Show less



East West Bank

• United States
• Banking
• 700 & Above Employee

• Mortgage Loan Originator

  • Oct 2011 - Jan 2013

  •Enhanced client relationships and generated loans through the utilization of multilingual skills to clearly communicate with clients and to ensure that their needs are met above and beyond what is expected; assisted Senior-level loan officers with translation needs to ensure clients are receiving the upmost service and care•Established and continued to fortify close relationships with local real estate agents to collaborate and generate more opportunities•Consistently and successfully orginanting 1 loan application a day to meet and exceed goals•Assisted in the collection, facilitating, and review of loan documents before sending it to a loan officer as well as assisting in the underwriting process Show less

• New Account Representative

  • Nov 2008 - Jan 2013

  •Opened new account daily including Checkings, Savings, Certificate of Deposits and IRAs for Consumer and Business clients.•Uncover customers’ needs in order advise on and suggest the most fitting product•Fortifying and going above and beyond to maintain strong relationships between fellow peers and clientele.•Analyzed existing business customer profile and initiate contact with them to recommend additional services or products for “up-sale” opportunities and to generate revenue. •Networked at community events and personal functions to drive up prospective sales and to establish new to bank relationships. Show less

• Teller

  • Jan 2007 - Jan 2013

  • Achieve client satisfaction and loyalty through providing exceptional customer service.• Process and assist customers with bank transactions and cross-selling bank products. • Respond to customers regarding about general account inquiries and complaints.•Verify and perform cash reconciliation of large merchant deposits.• Perform end of day bank reconciliation with an excellent balancing track record.• Post general entry and update data to ensure account balance are reflected up-to-date.• Work in a fast paced and high security environment.•Use independent judgment in completing tasks, establishing priorities, and meeting deadlines.• Extensive periodic training on various bank regulations and Anti-Money Laundering regulation. Show less



SF Bay Goodwill

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Cashier

  • Jul 2006 - Jan 2007

  •Handled high volume of money and counted and balanced cash drawers nightly. •Supports the team environment by actively participating is the effective merchandising of assigned areas. •Works to improve delivery of customer service in the store, making efforts to improve processes and practices that will continually enhance the shopping experience. •Assist in the visual presentation of the store as directed, including window displays, rack signing and sizing and accessorizing. •Handled high volume of money and counted and balanced cash drawers nightly. •Supports the team environment by actively participating is the effective merchandising of assigned areas. •Works to improve delivery of customer service in the store, making efforts to improve processes and practices that will continually enhance the shopping experience. •Assist in the visual presentation of the store as directed, including window displays, rack signing and sizing and accessorizing.



Starbucks

• United States
• Retail
• 700 & Above Employee

• Shift Supervisor

  • Jul 2003 - Sep 2004

  •Maintains a calm demeanor during periods of high volume or unusual events to keep store operating to standard and to set a positive example for the shift team•Anticipates customer and store needs by constantly evaluating environment and customers for cues.•Utilized operational tools to achieve operational excellence during the shift.•Monitored and maintained inventory list, prepared inventory shipment, and inventory restocking.•Provided training to new partner on all facets of operations and job performance.•Performed opening / closing procedures ensuring that all tasks were completed accurately. Show less

• Barista

  • Jul 2001 - Aug 2003

  •Follows operational policies and procedures, including those for cash handling and safety and security, to ensure the safety of all partners during each shift.•Contributes to positive team environment by recognizing alarms or changes in partner morale and performance and communicating them to the store manager. •Maintains a clean and organized workspace so that partners can locate resources and product as needed.•Provides quality beverages, whole bean, and food products consistently for all customers by adhering to all recipe and presentation standards. Follows health, safety and sanitation guidelines for all products. Show less