Social Media Sales Team
Resume:
SUMMARY
Focused and detail-oriented professional, pursuing a challenging banking, sales and finance role to fully utilize extensive hands-on experience in the banking industry. Possess impeccable work ethic and organizational skills to efficiently manage tasks and priorities within challenging and fast-paced environments. Demonstrate articulate communication and interpersonal skills to establish positive working relationships with diverse individuals.
PROFESSIONAL EXPERIENCE
JPMC § Irvine, CA (2022-Present)
KYC Officer
Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
Exhibit ownership of on-boarding experience and client satisfaction
Ownership of internal communication and status updates
Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
Union Bank § Irvine, CA (2018-2022)
KYC Analyst
Create customer profiles with accurate, validated information for prospective and existing customers/clients
Validate information provided by Sales team to ensure Data Quality
Ensure quality and reporting meets Compliance and Audit expectations based on policies and procedures documented
Perform research using open source (internet) and social media sites to obtain information relevant to a clients and transaction activity.
Manage client and partner expectations and understanding in a consultative way
Banc Of California § Santa Ana, CA (2018-2018)
Associate, Deposits and Treasury Management
Participated in pre-call planning sessions, research, and quantitative analysis in support of department’s sales/new business opportunities.
Worked with bank clients to understand their business and fully capture their needs. Works with sales and operations teams to identify solutions.
Actively participated in client relationship reviews and takes responsibility to execute relationship plans to ensure client needs are met. Takes initiative for follow up and problem resolution.
Utilized operational and product knowledge to run product pricing models; confers with sales leaders regarding profitability requirements and pricing strategies.
Supported sales team in sales process, gathering information about existing clients and prospects, and updating relationship plans, new business plans, and sales pipelines.
Performed a variety of sales support functions including preparing account schematics, proposal documents, sales presentations and Request for Proposal (RFP) responses.
Took ownership of managing completion of product implementation requests.
Managed assigned pricing/exception pricing processing (for both treasury and interest bearing deposit pricing products).
Coordinated with internal business partners to ensure on-time delivery of client requests.
Union Bank § Monterey Park, CA (2008-2018)
Client Service Officer - CCS-SPECIALIZED
Exhibited high level of responsiveness to internal and external customer inquiries by phone, e-mail, or in person.
Demonstrated excellent service level awareness and quickly responded to issues that could impede customer service.
Participated in client conference calls and on-site visits with Relationship Manager to identify Treasury Management product opportunities.
Interfaced with clients to understand their organizational and operational needs and recommended appropriate solutions based on the clients’ specific needs.
Took ownership in managing implementation requests, assisted clients during the implementation of solutions, and submitted sales order forms.
Lead client onboarding and account opening efforts as a part of our core client coverage team
Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
EDUCATION
Bachelor of Science in Business Management, 2005
University of Phoenix § Diamond Bar, CA
Associate of Arts and Science in Business Software Application, 2001
Heald Business College § Concord, CA
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