Pbo Sales And Service Manager
Passionate Relationship Manager | Product Expert | Detail-oriented | Team Builder and Leader | Service Excellence | Effective Communicator
Jan 2019 - Jul 2024
AeroLeads people directory · profile
Cristina C. Email & Phone Number
Sales Manager @ First Republic Bank |I’m dedicated to my clients by providing excellent service and a trusted advisor.
1 work email found
@firstrepublic.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Role
Sales Manager @ First Republic Bank |I’m dedicated to my clients by providing excellent service and a trusted advisor.
Location
San Francisco, California, United States
Who is Cristina C.? Overview
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Quick answer
Cristina C. is listed as Sales Manager @ First Republic Bank |I’m dedicated to my clients by providing excellent service and a trusted advisor. based in San Francisco, California, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Cristina C..
Cristina C. previously worked as PBO Sales and Service Manager at First Republic Bank and Sales and Service Manager at First Republic Bank. Cristina C. holds Bachelor Of Science In Economics And Business Administration, Accounting from Saint Mary'S College Of California.
Company email context
Email format at firstrepublic.com
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*@firstrepublic.com
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Profile bio
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.
Listed skills include Auditing, Internal Controls, Gaap, External Audit, and 17 others.
5 roles
Cristina C. work experience
A career timeline built from the work history available for this profile.
Sales And Service Manager
Jan 2019 - Jul 2023
Assistant Manager
Feb 2018 - Jan 2019
Preferred Banker
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
Apr 2014 - Jan 2018
Senior Audit Associate
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.
Aug 2008 - Feb 2012
2 education records
Cristina C. education
Bachelor Of Science In Economics And Business Administration, Accounting
Saint Mary'S College Of California
Education record
Sacred Heart Cathedral
FAQ
Frequently asked questions about Cristina C.
Quick answers generated from the profile data available on this page.
What is Cristina C.'s role at their current company?
Cristina C. is listed as 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?
AeroLeads has found 1 work email signal at @firstrepublic.com for Cristina C..
Where is Cristina C. based?
Cristina C. is based in San Francisco, California, United States.
What companies has Cristina C. worked for?
Cristina C. has worked for First Republic Bank and Maze & Associates.
How can I contact Cristina C.?
You can use AeroLeads to view verified contact signals for Cristina C., including work email, phone, and LinkedIn data when available.
What schools did Cristina C. attend?
Cristina C. holds Bachelor Of Science In Economics And Business Administration, Accounting from Saint Mary'S College Of California.
What skills is Cristina C. known for?
Cristina C. is listed with skills including Auditing, Internal Controls, Gaap, External Audit, Financial Statements, Financial Accounting, Microsoft Excel, and Accounting.
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