Customer Service Sales

Email: **********@*****.***

Cell 714-***-****

Sergio L. Martinez II

Objective Actively seeking an employment opportunity where I can utilize my experience in Leadership, Sales & Coaching to advance my career. I have exceptional skills and experience in sales, bank operations & administration, cash management, wires and ach, new accounts, loans and exceptional customer service to apply toward a position that will challenge me and provide me with the opportunity for advancement.

Experience 2/09 to Present V.S. Clothing Fullerton, CA

President/Marketing Director/Designer

Prepare file and handle all business Accounting and administration duties of running a business

Setup meetings with buyers/store owners to get apparel carried in their stores

Recruit models, Setup, direct and produce photo shoots for advertisements.

Network, build relationships and attend trade shows for marketing.

Graphic design for clothing catalogs advertisements and creating business documents

06/12/06 to 2/09 Cal National Bank Orange, CA

Customer Service Supervisor

• Cash management for branch, Responsible for all cash and negotiable items and balancing of branch.

• Prepare agendas and hold staff meetings keeping employees up to dates on new policies and promotions.

• Coaching & training employees on new products and cross selling techniques.

• Perform teller observations and counseling to ensure excellent customer service is being provided.

• Provide supervisor overrides/approvals, Manage NSF, returned items, non post exceptions and fraud suspect items Protecting the bank and customers from fraud and losses.

• Open new accounts/Research and resolve customer concerns and account issues.

• Prepare schedule for employees; review time cards for daily completion and proper meal periods.

• Open and close branch, Perform daily audit of TREEV reports for branch.

• Interview candidates for open positions.

04/01/05 to 06/09/06 Pacific Mercantile Bank Costa Mesa, CA

Operations Specialist I/Net Banking Customer Liaison

• Setup retail and cash management accounts online for customers from eight branches, Process ACH files

and returned items, memo post and transfer funds from transactions done by customers via Internet

• Customer liaison for an Escrow company, which is one of the banks largest customers. Duties consisted

of opening new accounts, adding and removing signers, giving access to cash management for new users,

Catering to the customers every need in a quick and efficient manner for twelve office locations.

7/01/03 to 03/17/05 Premier Commercial Bank Anaheim, CA

Operations Utility/Backup Wires and ACH/New Accounts/Senior Merchant Teller/Notary Public

• Back up Wires and ACH when overloaded or out of the office.

• Train numerous new and temporary staff members as the bank grew.

• Open business, money market, personal accounts, & CD’s. Issue safe deposit boxes, type up customer

agreements making sure all forms to accommodate customer’s needs are on file. Also scanned all signature

cards, and agreements on to the network for easy access.

• Order checks, Stamps, ATM and debit cards for customers.

• Reconcile the correspondent bank account PCBB; Reconcile expense checks and cashiers checks.

• Signature review for checks over $5,000.00 checking for fraud, and proper signers.

• Pick up loan files and notarize loan documents for relationship managers.

• CTR’s, account sweeps, account analysis-billing, stop payments, returned items and credit ratings.

• Assist VP relationship managers in projects such as courier setup for customers and new account analysis.

• Approve teller work with no limit and assist tellers whenever needed.

• Setup customers on Internet banking and cash management, Issue and reset passwords.

• Provide excellent customer service recognized by the bank’s President and COO Ash Patel, Chairman and

CEO Ken Cosgrove, customers and non-customers on numerous accessions.

• SBA loan and business development training, Loan payments and advances from lines of credit.

• Balance the ATM and Vault Process courier bags and assisted loan department in scanning new loan files

whenever needed. Also Handled heavy phone calls daily.

• Notary Public, Notary Signing Agent

11/01-3/03 Four Points Sheraton Fullerton, CA

Bartender

• Open and close bar,

• service customers and balance drawer at end of day.

11/00-7/01 Bank of America Brea, CA

Teller

• Provided customer service for account holders.

• Assisted in counting and balancing the vault and ATM machines.

• Provided personal banking services for customers.

3/99-10/00 Alarm One Inc. Anaheim, CA

Field Sales Manager

• Implemented training on sales techniques for new associates.

• Closed contracts for sales associates.

• Managed and mentored crew of seven to ten sales representatives.

10/97-1/99 Vector Cutco Fullerton, CA

Sales Representative

• Provided customer service for clients.

• Held presentations for prospected customers.

• Created sales leads based on referrals from clients.

Education Fullerton College: Business Management, Marketing, Web Design. Orange Coast College: Accounting, Psychology, Sociology.

Cerritos College: Graphic design.

Skills

Efficient in Microsoft Word, Excel, and Outlook, Type 63 wpm, Ten key by touch.

Programs: Bankpac, Navigator, Onbase, IBS, Director, Depcon, Fed Line, Metavante, Banker/Teller Insight

Excellent PC Mac software and hardware knowledge.

References available upon request

Contact this candidate