Highly motivated and results-oriented financial professional with 20 years of experience in the financial industry. Committed
to delivering exceptional customer service and building strong relationships both internally and externally. Focused on maintaining high-level of accuracy & productivity as well as achieving branch goals.
Overview
20
20
years of professional experience
Work History
Assistant Manager
First Republic Bank
Mountain View, CA
04.2019 - Current
Played key roles in growing branch's deposit portfolio through proactive client outreach and relationship management efforts.
Grew branch deposit goals year-over-year by 20%.
Developed strong relationships with key clients, contributing to significant growth in business revenue.
Partnered with specialists (Mortgage Bankers, Wealth Managers, and Business/Commercial Bankers) to help clients with specialized financial needs.
Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
Supported Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Lead Branch as MOD since September 2022.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Preferred Banker
First Republic Bank
Menlo Park And San Jose, CA
12.2009 - 04.2019
Built relationships with clients to discover needs and tailor solutions and recommendations.
Acquired new clients by actively working referrals through internal and external sources.
Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
Developed comprehensive financial plans to help clients achieve their short-term and long-term goals.
Strengthened customer relationships through attentive service and prompt resolution of inquiries.
Streamlined operations, implementing efficient processes to improve overall productivity and performance.
Maintained strict compliance with all banking regulations, ensuring secure and trustworthy environments for clients.
Continuously updated knowledge of industry trends, regulations, and competitor offerings to maintain competitive edges in our banking market.
Mentored junior staff members, fostering supportive work environments that encouraged professional growth and development.
Business Specialist
Wells Fargo Bank, N.A.
Los Gatos, CA
04.2006 - 12.2009
Increased client satisfaction by providing tailored financial solutions and expert advice on small business banking products.
Managed diverse portfolios of small business accounts, maintaining excellent customer service and timely communication.
Developed strong relationships with clients, which led to higher customer retention and increased referrals.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Collaborated with cross-functional teams to identify opportunities for referrals.
Retail Personal Banker
Wells Fargo
Saratoga, CA
07.2004 - 04.2006
Enhanced customer satisfaction by providing personalized financial advice and tailored banking solutions.
Increased new account acquisitions through effective cross-selling of bank products and services.
Cross-sold bank products and services to meet customer needs and provide options.
Education
No Degree - Computer And Information Systems
San Diego State University
San Diego, CA
Skills
20-years of banking experience, providing outstanding services to clients
Collaborate well with others to achieve business results
Self-motivated, highly organized, with strong interpersonal skills
Ability to multitask in fast-paced environments
Strong verbal and written communication skills
Accomplishments
Opened and grew 2 brand new First Republic Bank offices in Facebook's Campus and Mountain View, CA
First Republic Bank - Rising Star 2011
First Republic Bank - Summer Grow and Go Winner 2018