Seeking a position utilizing my sales, customer service, organizational, financial, interpersonal and multilingual skills with the potential for additional responsibilities.
Universal Banker - Mechanics Bank Palm Desert, CA
Provide comprehensive deposit services to individuals and basic deposit services to fiduciary and businesses in a Retail Office
Open ew deposit accounts, promoting those that best meet the customer’s needs and recommending the “next most likely products” to customers. Assist customers with account maintenance, on-line banking, and other basic account issues.
Perform a variety of operational functions, as required.
Maintain compliance with established internal operational standards and Federal and State regulations to protect the interests of the Bank and its clients. Complete required compliance training in a timely manner.
Assess customer’s needs, and makes appropriate referrals to internal and external business partners.
Accept loan applications from clients, provides basic information regarding required documentation, and forwards applications to the appropriate employee.
Assist Branch Manager and Customer Service Manager with all aspects of customer service and operations including transactions, work flow, deadlines, audit, compliance, client inquiries, and team member requests.
Lead and direct te activities of Customer Service Representatives and other Universal Bankers.
Vacation Consultant – Worldmark by Wyndham Indio, CA
Responsible for selling vacation ownership to potential customers
Assisting customers with credit applications
Preparing customers to close on their purchase
Using sales techniques like Neuro Linguistic Programming or Swing 5 to develop long term sales success
Real Estate Salesperson – Keller Williams Luxury Homes International La Quinta, CA
Present purchase offers to sellers for consideration.
Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.
Interview clients to determine what kinds of properties they are seeking.
Prepare documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
Coordinate property closings, overseeing signing of documents and disbursement of funds.
Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
Compare a property with similar properties that have recently sold in order to determine its competitive market price.
Coordinate appointments to show homes to prospective buyers.
Generate lists of properties that are compatible with buyers' needs and financial resources.
Personal Banker – First Republic Bank. Palm Desert, CA
Trained heavily in customer service and selling techniques
Finding customer’s needs and developing a plan to help customer’s attain their financial goals
Utilize phone techniques to attain new clients and sell present clients to new services and features
Extensive banking product knowledge including FDIC insurance limits, CUTMA, Trust & IRA Accounts
Manage many day to day operations including ordering, approvals, operation procedures
Pro-actively assisting clients with banking related issues
Opening, maintaining and servicing client’s checking, savings, certificate of deposits, and mortgage accounts
Use “coaching” technique to coach both supervisors and subordinates as to how to give excellent customer service
Assistant General Manager - Maniflo Money Exchange, Inc., National City, CA
New Products Manager – Researched and Developed new products to add to umbrella of services
District Manager of six branch locations in Los Angeles and Huntington Park
Wrote Standard Operating Procedures for Agency Acquisition, Philippines & Russian Operations
Initiated processing of agents into organization
Created sales presentations for new products
Housing Director - Hillside Residence Hall, Los Angeles, CA
Managed all phases of day-to-day operations of two dormitories (100 capacity) including: organizing, accounts payable, accounts receivable and coordinating projects for maximum efficiency
Identified new methods for reducing operating costs while increasing services through budget facilitation and labor and food cost accounting
Balanced banking services including deposits of up to $50,000.00 at a time
Maintained the company’s property, externally and internally according to the state’s health code law
Trained office, kitchen and cooking staff and set goals to boost employee productivity
Giovanni Sagun (continued)
69435 McCallum Way Cathedral City, CA 92234●619-***-****●Email: email@example.com
Associate Manager International Student Services - Kaplan Educational Center, Los Angeles, CA
Assisted international students with study abroad transition: housing placement, student orientation meetings and developing monthly activities to involve the students
150% increase in the “Book of Business” from 1998 – 2000 for the international programs
Networked with various vendors to develop a rapport for students to obtain affordable housing solutions
Organized and conducted student orientation meetings
Developed monthly activities for student involvement and interaction
Assistant Manager/Instructor - Sidekicks Martial Arts Academy, San Diego, CA
Planned and developed lessons to meet the needs of four daily classes of students, 5 – 65
Pioneered sales methods for martial arts schools which increased the business by 100%
Utilized customer service relations, sales and marketing to attract potential clientele
Created academic and martial arts goal plans
Worked in conjunction with parents to discipline and educate students
San Diego State University, San Diego, CA, Bachelor of Arts, Environmental Social Science
San Diego State University, San Diego, CA, Minor, Electrical Engineering
Spanish & Tagalog
Real Estate Salesperson - ID No. 02012845 Exp. 09/18/2020
California Notary Public – Commission No. 2126564 Exp. 10/10/2019