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Customer Service Vice President

Location:
Oxnard, CA
Posted:
September 05, 2023

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Resume:

•reports that pertained to branch activities. Maintained knowledge of bank policies, procedures,products,and services. Provided leadership, support, training, and supervision to branch staff.Evaluated staff’s work performance and provided feedback through consistent coaching andcommunication. Developed corporate clients, and high net-worth individuals regarding their financialinvestment needs. Met allrevenue,deposit,and loangrowthgoals each year. Obtained top-bankeraward two consecutive years.Citibank Branch Manager Vice President:2004-2005 Oversaw day-to-day operations and managementof the branch and staff. Assisted the Assistant Vice President with branch operations and administrationfunctions. Provided quality customer service to existing and potential bank customers. Ensured eachteam member understood and adhered to all customer service standards. Supervised the verification ofdaily audits of new accounts and deposit account maintenance to ensure compliance with regulations,policies,and procedures. Maintained knowledge of bank policies, procedures, products, and services.Provided leadership, support, training, and supervision to branch staff. Evaluated staff’s workperformance by providing consistent feedback through ongoing coaching and communication. Managedbranch to successfully increase the commercial loan portfolio by 18%. Specialized in new clientacquisition and organic growth with existing account holders for increased profitability. Utilizedconsultative sales approachby profiling each client to uncover current and future financial needs.Developed solutions to deepen overall customer relationships. Achieved national award for finishing inthe top 5% of all Citibank managers.Wells Fargo Home Mortgage Home Mortgage Manager:2002-2004 Originated loans and successfullysold residential mortgages. Worked with clients to describe loan benefits and features. Performed creditevaluations and reviewed loan applications for accuracy. Conducted cold calls to prospected businessesand called on real estate agents, CPAs, non-profits, and various networking groups. Generated over $6.2million in originations each month in new loan growth



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