Sales Customer Service

BANKING HIGHLIGHTS

#* ***** ***** ** ***** Annuity products in the Central Valley region for Cal Fed Bank. #3 Sales agent for all of Cal Fed Bank. 2001

1st month after conversion to Citibank, won 1st place in contest for insurance sales, new accounts opened and equity loans booked.

Excellent communication, interpersonal, sales and service skills. Strongly self-motivated, public relations oriented. Well organized, resourceful, outstanding ability to master new tasks.

EXPERIENCE

PROPERTY UNDERWRITING INSURANCE INSPECTION

Self Employed Contractor Henderson, NV

Commercial Building Insurance Inspector

5/2013 – 3/2015

AAA Automobile Club of Southern California

Southern California

Underwriting Field Inspector - Residential Insurance

11/2010 – 4/2013

Self Employed Insurance Inspector

McCall, ID & Simi Valley, CA

Independent Contractor

9/2008 – 10/2010

Mueller Services

McCall, Idaho

Underwriting Field Rep

9/26/2008 – 2/14/2010

BANKING

First National Bank of Nevada Reno, NV

Personal Banker 2006-2007

All duties of Personal Banker. Bank was sold without notice to employees, came to work on a Monday and it’s closed.

Self Employed

Online Business 2004 - 2006

Citibank West

Client Financial Analyst Chowchilla, CA

2003 – 2003

Conversion from Cal Fed to Citibank. Entailing: learning new computer programs, policies, procedures, attend classes and online classes. Insurance sales, Loan coordination, Assess needs for product needs and solve them

California Federal Bank Chowchilla, CA

Licensed Personal Banker III 2000-2003

Job requires excellent communication, interpersonal, and sales and service skills. Ability to identify customer’s needs assesses risk, build and maintain relationships. Good problem solving skills, decision making skills, interviewing techniques, time management skills and organizational ability. An eye for detail, sound mathematical ability and keyboard skills

Solicit Investment customers,

sell investment products to customers

close customers' accounts

regularly contact customers to see if the bank can provide them with additional services

help customers manage their accounts or debt

Assess new business potential to acquire new business

Bank of America Chowchilla, CA

Bank Teller 1999 - 2000

serve bank customers depositing or withdrawing money

explain bank products and services

assist customers in identifying their banking needs

EDUCATION

Merced College Merced, CA

18 units completed in Business Management 1997 - 1999

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