Brian Claudio Email & Phone Number

San Ramon, Ca

* Engaged in monthly business development to generate revenue* Helped drive both individual and team sales goals by doing "cold calls”* Continually boost branch production and revenue by consistently meeting monthly and quarterly sales goals.

Milpitas, Ca

* Added value by generating growth in balances and utilizing proactive approach* Proactively seeking opportunities to acquire new business through networking, outbound calls, and timely follow up on referrals.* Ensured that customer concerns were handled efficiently to maintain positive customer relations

Pleasanton, Ca

* Created outstanding customer experience and also helped the branch meet sales objectives.* Assist customers during loan and account application process, and close consumer loans in accordance with internal and federal policies and procedures.* Trained and supported other sales associates and cross trained tellers

Milpitas, Ca

- Process Deposits & ATM Residuals for multiple banks-Consolidated money from multiple banks into straps and bricks-Assembled outgoing money orders for multiple banks- Participate in balancing the T Vault- Perform basic leadership duties & responsibilities in absence of management

Palo Alto, Ca

- Opened and processed all products offered by the credit union- Responded to members regarding account information; investigated problems and performed problem resolution- Advised members on products that would best suit their needs- In charge of new student orientation

Newark,Ca

- Processed deposits,withdraws, & credit card/loan payments - Assisted with sales referrals and cross-selling programs as needed- Promoted new bank products and services to new customers