Experience

Pinnacle Realty Advisors

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Specialist

  • Feb 2023 - Present



JBGoodwin REALTORS

• United States
• Real Estate
• 500 - 600 Employee

• Real Estate Agent

  • Apr 2022 - Jan 2023



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Universal Banker

  • 2017 - Sep 2020

  Builds client relationships to learn about their financial needs and provide appropriate financial solutions. Educates clients about account options, lending products and services, and advanced financial services available via referral. • Sells financial/banking products and services and looks for opportunities to upsell based on client needs. Engages with incoming traffic and visits local small business owners to educate them about business banking solutions. • Partners with lending/mortgage officers, business bankers, and financial advisors to provide referral business traffic. • Supervises branch personnel and operations when manager is absent. Notable Contributions: • Increased branch team total sales by 34.5% (2018 to 2019) and personal sales by 74.8% (2017 to 2018). • Acting Branch Manager while Manager was on four month medical leave. Managed operations including scheduling, open/close, audit compliance, cash balance, and escalated problem resolution. • Promoted from Bank Teller to Personal Banker based on exceptional customer service scores, accuracy, attention to detail, and ability to learn new processes and complex products. • Frequently agrees to fill in when other branches with staff shortages request volunteers. Sees rotations as opportunities to step out of comfort zone and learn. • Joined as a Marketing Intern. Deployed to nearby college campus to represent the bank, educate students and faculty members about services, and convert to new accounts/sales. Show less



Flockjay

• United States
• Software Development
• 1 - 100 Employee

• Tech Fellow

  • Mar 2020 - May 2020

  Selected in the top 6% of all applicants for competitive 1:1 coaching in tech sales training program 200+ hours of lead qualification, outbound prospecting, customer research, and industry mapping Mastered techniques in multi-channel outreach, leaving effective voicemails, crafting persuasive emails cadences, objection handling, time management, discovery calls, and BANT Selected in the top 6% of all applicants for competitive 1:1 coaching in tech sales training program 200+ hours of lead qualification, outbound prospecting, customer research, and industry mapping Mastered techniques in multi-channel outreach, leaving effective voicemails, crafting persuasive emails cadences, objection handling, time management, discovery calls, and BANT



GCP (GlobalCareerPath)

• United States
• Human Resources
• 1 - 100 Employee

• Intern

  • Jun 2016 - Dec 2016

  Screened resumes and conducted phone and in-person candidate interviews. Coordinated interviews with hiring managers and performed follow up activities throughout the hiring process. Performed market research and generated leads for potential business clients. Screened resumes and conducted phone and in-person candidate interviews. Coordinated interviews with hiring managers and performed follow up activities throughout the hiring process. Performed market research and generated leads for potential business clients.



CLECCHINA

• Shanghai City, China

• Administrative Assistant Intern

  • Feb 2016 - May 2016

  Used “self-media” We-Chat platform to attract potential customers and convert social media followers to become customers. Planned and executed quarterly new client introduction meetings. Improved brand awareness with 15% traffic increase and 20% customer conversion rate. Used “self-media” We-Chat platform to attract potential customers and convert social media followers to become customers. Planned and executed quarterly new client introduction meetings. Improved brand awareness with 15% traffic increase and 20% customer conversion rate.



Harmony plus

• Health, Wellness & Fitness

• Project Coordinator Intern

  • Aug 2015 - May 2016

  Harmony Plus is an international learning company that provides educational programs for students, executives, and corporations. In partnership with UC Berkeley, creates projects that provide exchange of technology innovation with international corporate giants. • Led business proposal for Vivo Mobile. Based on public relations and business analysis, aimed to provide alternative PR solutions for enhanced market presence. • Project assistant and student mentor in B-bay Program, Haas School of Business. Silicon Valley Immersion Program: Alibaba Business Service and Technology Unity (ABSTU) Assigned to assist as point of contact for international educational exchange project with Alibaba, one of China’s largest consumer products eCommerce distributors, comparable to Amazon in the United States. • Prepared project proposals, timeframes, schedule, and budget for Alibaba Group. Created and maintained comprehensive project documentation, plans, and reports. • Monitored, tracked, and communicated project progress to stakeholders and participants. Solved problems associated with program deployment or participants’ experience. Show less