Customer Service Manager

ERWIN Z. OMBAO Cell: 415-***-****

**** ******* **** *****@*****.***

Burlingame, Ca. 94010

Education

M. B. A., International Corporate Management, 1996

Golden Gate University, San Francisco, Ca.

Licenses; Series 7, 8 & 63, and California Life & Health Insurance

PROFESSIONAL HISTORY

February, 2010 Citibank, San Francisco, Ca.

November, 2010 Investment Consultant

Act as the exclusive consultant to 5 San Francisco Branches, by providing solutions to bank client’s investment needs. Solutions include: Asset Allocation in stocks, bonds, mutual funds, structured products, insurance and Managed Money via RIA solutions. By leveraging business partners, solutions are also provided for tax planning, estate planning and commercial needs.

Sales tactics include: Partnerships with Personal Bankers, Loan Consultants and other spheres of influence, including realtors, attorneys, CPA’s and existing clients.

August, 2003- Citibank, San Francisco, Ca.

February 2010 Vice President, Financial Center Manager, Cathedral Hill

Responsible for overall financial center management and providing sales direction/strategies for a team of: Financial Associates, Personal Bankers, Loan Consultant, Business Banker and Financial Executive. The primary objective is to maximize a P&L, within strict audit and compliance guidelines.

Tactics include:

Community outreach

Recruiting, Coaching and Development of a sales force

Support of company wide promotions

Participating in individual production

Achievements include:

Partnerships with: Mission Economic Development Association, Asian Inc., Japanese Cultural & Community Center, Korean Cultural Institute

Developed teams in: Mission, Van Ness, Cathedral Hill

2007: 27% overall deposit growth, 74% commercial deposit growth

2007: 26% P&L Growth

2007 Citistars recipient: Ranked #1 in the division for P/L growth & Sales management

Q1 2008: ranked #2 in San Francisco Metro at 127% of overall sales goal

2008: Increase in loans 44%

February 2010: Promoted to Investment Consultant

May, 2001- Charles Schwab & Co., San Francisco, Ca.

July, 2003 Preferred Brokerage Services, Corporate Relations Manager

Managed relationships with large associations and corporations for whom Schwab was providing exclusive retirement and investment services. Associations comprised a population in excess of 1,000,000 in membership.

Acted as a hub with spokes that reach all internal partners, to craft specialized B to B models.

Managed Processes at every stage, from rollout, to communication to implementation and tracking.

Managed relationships to determine business development opportunities, develop sales and remain competitive.

Achievements:

Developed and deployed Marketing Toolkits for field use

Developed seminars conducted nationwide, to maximize business development

Developed and deployed an asset retention outbound campaign

Consultant to marketing for offers and promotions

June, 2000- Charles Schwab & Co., San Francisco, Ca.

May, 2001 Retail Client Service-Service Design & Integration,

Project Manager III

Responsible for providing project management and support to retail enterprises to meet business objectives. Consultatively made decisions that impact productivity, efficiency, overall customer service levels and corporate profitability. Analyzed projects to estimate effects on business, to maximize solutions for issues and problems, to improve customer service, provide information, improve access, solve emergency issues, respond to spikes in the market, develop new business, and implement new or changing technology and increase sales.

Achievements include:

Developed and deployed a dedicated options team

Developed and deployed training for mortgages and annuities

Developed communications for Schwab Signature Offices

October 1, 1998- Fidelity Investments, San Francisco, Ca.

June 23, 2000 Assistant Branch Manager , Candidate: Vice President, Branch Manager

Provide proactive leadership in developing strategies to meet business objectives and quantitative targets. Customized programs to meet specific marketplace requirements. Created a motivated team to achieve branch targets, including asset revenue targets, plus consistent superior customer service. Effectively managed change within the organization through technology and processes to ensure the branch achieves its business. Operated with broad latitude in establishing priorities, managing traffic, training and scheduling branch activities. Beyond regulatory and operational duties, other responsibilities include; liaison to senior management, human resources/recruiting, coaching, media presentations and SALES.

Contact this candidate