OLGA O’BRIEN
Temecula, CA 92591
*.*******@*****.***
Objective:
Skilled and experienced professional: manager, motivator and customer service specialist
looking to transfer my knowledge and work ethics into an organization’s structure for
advancement and growth.
Highlights:
• 20 years of retail experience in sales, service, and management.
• 5 years as a Notary Public
• Proven ability to increase profitability and grow revenues.
• Ability to multi task and prioritize projects concurrently.
• Experienced in merchandising and marketing.
• Strong problem solving skills.
• Superior customer satisfaction/customer service skills.
• Proven team mentor, roll model and motivator: bring enthusiasm and energy
into group efforts.
• Assertive, self-motivated, goal-oriented, organized and efficient.
• Solid financial/business judgment.
• Qualified Business/Personal/Relationship Banker and Loan Officer.
• Regulatory compliance and audit procedures.
• Experienced in balance sheets, financial statements and profit and loss
statements.
• Knowledgeable in human resources issues, including performance management,
performance reviews and progressive discipline.
• Coaching staff on proper behaviors, sales techniques, service expectations and
compliance guidelines.
• Sires 6, 63 and Life Insurance Licenses.
• Microsoft applications (Word, Outlook, Excel etc.)
• Flexible schedule/ability to travel
• Working knowledge of Spanish language.
Employment: Chase Bank Temecula, CA
Licensed Relationship Banker
August 2003 – January 2015
• Assist customers in establishing accounts and meeting their financial
goals.
• Prospect and profile, interior and exterior clients to bring in new
business as well as deepen existing relationships through
appointments and calling efforts.
• Business development through community and civic organizations as
well as internal bank partners to promote goodwill and generate new
business.
• SAFE Act Certified NMLS #670940
• Exceed personal production goals through sales behaviors.
• Maintain institution’s policies, procedures and regulatory
compliances.
• Exceed customer service expectations.
• Identify problems, diagnose cause and determine corrective action.
Other Experience:
Soboba Casino and Resort, Shift Manager (2000-2003)
Guaranty Federal Bank, Operations Manager (1999-2000)
Bank of America, Branch Manager (1987-1999)
References:
Christina Vis, Registered Nurse, Murrieta, CA 760-***-****
Emelyne Roth, Banker, CA 951-***-****