Sales Customer Service

SUMMARY

A self-directed banking professional with over seven years of experience in the banking industry. Strengths include professional relationship building, business development, and customer service skills while incorporating organization best practices. Proven ability to work with diverse groups, including local community leaders, organization management and cross-functional teams. Excels under pressure independently and as part of a team in fast-paced, deadline-driven environments. Adapts quickly to changing conditions and priorities with resiliency. Additional areas of expertise in

Banking Industry and Product Knowledge

Small Business Banking & Middle Markets

Regulatory Compliance and Best Practices

Risk Assessment and Management

Leadership and Mentoring Skills

Banking Center Development and Launch

Portfolio Analysis and Auditing

Interpersonal and Communication Skills

Research and Analytical Skills

B2B Sales and Service

PROFESSIONAL EXPERIENCE

COMERICA BANK, COSTA MESA, CA 04/2009 – 11/2016

ASSISTANT VICE PRESIDENT, TREASURY MANAGEMENT RELATIONSHIP SPECIALIST

Manage a variety of portfolios, including, Small Business, Middle Market, and Title and Escrow for over 130 clients, resulting in a greater understanding of client business needs.

Assess client needs and make referrals to internal Partners resulting in revenue and retention growth.

Collaboration with Relationship Specialist teams in all markets, increasing of product knowledge and financial trends.

Conduct internal audits on a quarterly basis, resulting in decreased monetary losses.

Achieved Gold level – Master of Diversity (MDA)

ASSISTANT BANKING CENTER OFFICER, FIRST LEVEL (04/2009 – 02/2011)

Opened DE Novo – Redondo Beach Banking Center

Partnered with BCM in team selection – conducted office training and assisted with CBT process

Managed & coordinated day-to-pay plan to build client base, deposits, loan growth

Ownership of half banking center B2B deposit and loan growth. Achieved 13 mil of overall goal by partnering with Commercial Lending, Small Business and WIM.

Promoted to Treasury Management, AVP title

PERSONAL BANKER, FIRST LEVEL OFFICER (04/2009 – 08/2009)

Contributor of banking center sales goal – was able to add value to loan growth. Received Top 10% Annual Award for overall sales performance

Contributor to banking center COI growth – existing relationships retention

Assisted internal team (CSR, ABCM) to meet referral goals by partnering calling efforts

Track sales objectives via TRIO system

Prompted to ABCM

EDUCATION

UNIVERSITY OF CALIFORNIA, LOS ANGELES, LOS ANGELES, CA

Courses included Sociology, Conflict Resolution; Early Childhood Development.

PROFESSIONAL DEVELOPMENT COURSES

Comerica Master of Diversity; Code of Ethics and Policy and Procedure; Treasury Management Continue Education courses (CBT);

PROFESSIONAL AFFILIATIONS

Long Beach Chamber of Commerce - Member; Orange County Women in Business - Member; African-American Initiative - Member; National Council of Negro Women (NCNW) - Member

ADDITIONAL INFORMATION

Microsoft Office, Word, Excel, PowerPoint, TRIO Database, Comerica Connect, HOGAN, SQN

Volunteer: Orange County Second Harvest Food Bank; Long Beach Armory Homeless Shelter; annual participant with Walk for Life – City of Hope Cancer Walk

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