Cristina C.

Cristina C. Email and Phone Number

Sales Manager @ First Republic Bank |I’m dedicated to my clients by providing excellent service and a trusted advisor.
Cristina C.'s Location
San Francisco, California, United States, United States
Cristina C.'s Contact Details

Cristina C. work email

Cristina C. personal email

About Cristina C.

With over 10 years of experience in the banking industry, I am a passionate private banker and product expert who strives to provide service excellence and effective communication to my clients and team. I have a bachelor's degree in accounting, and I am a certified notary public. I enjoy working at First Republic Bank, a company that values trust, respect, and innovation, and that supports its employees' growth and development.As a sales and service manager at First Republic Bank, I led a team of 6 associates and oversaw the daily operations of the branch, ensuring compliance, quality, and efficiency. I also developed and executed sales strategies to generate new business opportunities and increase revenue and profitability. I leveraged my product knowledge and customer service skills to build and maintain strong relationships with existing and potential clients, and to provide them with tailored solutions that met their financial needs and goals. I also collaborated with other departments and managers to coordinate cross-selling initiatives and referrals, and to resolve any issues or concerns. I contributed to the branch's success by achieving multiple sales and service awards, and by consistently exceeding performance targets.

Cristina C.'s Current Company Details

Sales Manager @ First Republic Bank |I’m dedicated to my clients by providing excellent service and a trusted advisor.
Cristina C. Work Experience Details
  • First Republic Bank
    Pbo Sales And Service Manager
    First Republic Bank Jan 2019 - Jul 2024
    San Francisco, Ca, Us
    Passionate Relationship Manager | Product Expert | Detail-oriented | Team Builder and Leader | Service Excellence | Effective Communicator
  • First Republic Bank
    Sales And Service Manager
    First Republic Bank Jan 2019 - Jul 2023
    San Francisco, Ca, Us
  • First Republic Bank
    Assistant Manager
    First Republic Bank Feb 2018 - Jan 2019
    San Francisco, Ca, Us
  • First Republic Bank
    Preferred Banker
    First Republic Bank Apr 2014 - Jan 2018
    San Francisco, Ca, Us
    Processes customer transactions according to branch policies and procedures.Files and maintains bank records in compliance with branch policies and proceduresPrepares and balances daily work, bank deposits, ATM and Night DepositoryParticipates in maintenance of the branch office to represent the office in a positive mannerCreates a memorable customer experience for current and potential customersPromotes and cross-sells new banking products and services to customersUnderstands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust OfficersEstablishes and maintains professional relationships with customers to ensure repeat and referral businessActively contributes to the attainment of individual and branch sales goals
  • Maze & Associates
    Senior Audit Associate
    Maze & Associates Aug 2008 - Feb 2012
    Pleasant Hill, Ca, Us
    Financial Statement auditing and other Agreed Upon Procedure auditing outside the scope of financial audits for: Cities, Non-Profits, Special Districts and other various municipalities. Analyzed internal control environments and tested operating effectiveness of controls. Analyzed and reviewed financial information supporting financial statements and disclosures ensuring compliance with GAAP and accuracy of data. Managed three Single Audit engagements independently ensuring audits were being performed in a timely manner, including supervising 1+ staff, providing guidance, managing engagement budget.Drafted and prepared financial statements in compliance with GAAP; reports on internal control matters and communicated findings to management.

Cristina C. Skills

Auditing Internal Controls Gaap External Audit Financial Statements Financial Accounting Microsoft Excel Accounting Account Reconciliation Financial Analysis Financial Reporting General Ledger Accounts Payable Single Audit Government Accounting Finance Management Audits Of Employee Benefit Plans Customer Service Private Banking Generally Accepted Accounting Principles

Cristina C. Education Details

  • Saint Mary'S College Of California
    Saint Mary'S College Of California
    Accounting
  • Sacred Heart Cathedral
    Sacred Heart Cathedral

Frequently Asked Questions about Cristina C.

What is Cristina C.'s role at the current company?

Cristina C.'s current role is Sales Manager @ First Republic Bank |I’m dedicated to my clients by providing excellent service and a trusted advisor..

What is Cristina C.'s email address?

Cristina C.'s email address is cr****@****ail.com

What schools did Cristina C. attend?

Cristina C. attended Saint Mary's College Of California, Sacred Heart Cathedral.

What are some of Cristina C.'s interests?

Cristina C. has interest in Children.

What skills is Cristina C. known for?

Cristina C. has skills like Auditing, Internal Controls, Gaap, External Audit, Financial Statements, Financial Accounting, Microsoft Excel, Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, General Ledger.

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