Administrative Assistant III - Merrill Lynch - San Jose, California
(2022-07 - 2024-11)
- Perform diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence.
- Relieve management of administrative details; gather, compile and report information relevant to/for department heads. Manage a number of different and often conflicting objectives, projects and activities at one time.
- Communicate with executives and line management to gather and convey relevant information.
- Highly Involved in high-level client contact with exposure to sensitive information, and use of considerable tact, diplomacy and judgment.
- Advanced administrative and analytical skills making use of a thorough knowledge of a variety of software programs.
- Market wide event planning of seminars for financial advisors, clients and prospects utilizing wholesalers and in house guest speakers via virtual Webex and in person presentations.
Sr. Financial Services Representative - CFCU - San Ramon, CA
(2022-02 - 2022-07)
- Identify member needs by reviewing account data and promote new and additional products and services to enhance members' financial satisfaction. Complete a member profile questionnaire during member interactions.
- Process membership applications and collect initial deposits.
- Identify sales prospects and follow up on leads in order to adhere to both individual and branch sales targets as assigned.
- Participate in Business Development events and actively solicit new memberships and promote additional products and services to existing members.
- Provide information on all Credit Union services, counsel members and prospective members in person or by phone on membership requirements, and provide information on all savings and consumer loan products.
- Interview loan applicants to obtain personal and financial date and review loan applications for completeness.
- Review and evaluate the member's credit report. Make recommendations to loan officers to approve or deny loan requests based on automated loan systems results.
- Assist in the loan funding process by following Direct Lending Center procedures.
- Perform general and vault teller functions such as: receiving and cashing checks and cash for deposits, examining checks for endorsements, accepting and processing loan payments, cashing checks, and paying out money.
- Assist Branch Manager with Branch Monthly Audits and review branch reports as assigned.
Relationship Officer - CFCU - San Ramon, CA
(2021-03 - 2021-10)
- Participate in Business Development events and actively solicit new memberships and promote additional products and services to existing members.
- Proactively identify member needs by reviewing account data, effectively conduct a needs assessment to understand member's current financial goals, and make recommendations of the Credit Union's products and services.
- Process membership applications.
- Interview loan applicants to obtain personal and financial data.Review loan applications for completeness. Assist in the loan funding process by following Consumer Lending procedures.
- Perform general and vault teller functions such as: receiving checks and cash for deposits; examining checks for endorsements; accepting and processing loan payments; cashing checks; processing withdrawals; and balancing currency, coin, and checks. Identify possible fraud to protect both the Credit Union and the member.
- Assist with key business development strategies/initiatives; edit/polish presentation materials; provide input on process/strategy improvements.
- Assist in managing the branch within authorized authority, and in accordance with practices as set out in policies and procedures
Personal Banker - Citibank - Los Gatos, CA
(2018-12 - 2021-03)
- Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and services
- Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury and related small business products
- Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
- Perform calling activities including outbound sales as well as follow ups
- Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Teller - Citibank - San Jose, CA
(2014-05 - 2018-12)
- Exhibit strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
- Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
- Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
- Effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
- Manage the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers)
- Provide coaching and education to the other Concierge or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies
- Maintain working knowledge of client accounts as well as new and existing products and services offered.
