Engelbert S. Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, Ca, Us

Los Angeles, California, Us

Develop small/medium businesses for Banc of California. Canvass and meet business owners and let them know of our lending program. Open new accounts, manage customer profiles, join BNI groups/ chambers of commerce and bring in new business on a consistent basis. Interact with prospects through LinkedIn, Alignable and other social media sites.

Seattle, Wa, Us

Responsible for scheduling, supervising and coaching Customer Service Representative (CSR) staff, managing paying, receiving and new account operations, and ensuring branch regulatory compliance. Actively profiles new and existing clients, ensuring appropriate sales of bank deposit and lending products. Actively initiates partner referrals when appropriate to client needs. Works with branch manager to motivate and coach CSR staff to desired production levels. Assists Branch Manager with sales programs to generate targeted branch deposit growth. Works closely with Branch Manager on business customer prospecting / business development, including outside calling.

Walla Walla, Washington, Us

Met goals that were assigned on a daily basis. Developed and maintained client relationships with business clients and existing clients. Processed all transactions accurately and in a timely manner, Made sure to put in all account information properly and into the Banner Bank system. Managed customer portfolios and serviced relationships. Made sure to cross-sell all products and services while identifying their banking needs. I opened consumer/business accounts, credit cards, loans/ line of credits, Helocs and business equipment loans.

Developed my own customer questionnaire and implemented it on a daily basis to meet my daily, weekly and monthly goals. The questionnaire helped me provide financial services to cross-sell based off the client’s financial needs. I received emails that congratulated me on opening 20k, 75k and 201k accounts from the District Manager. Maintained high customer service skills and processed customer transactions using computerized methods, accurately recorded financial transactions, and generated receipts. Received a two percent raise after 6 months of being hired.

Huntington Beach, Ca, Us

Helped Clients with their insurance policies by making endorsements or providing them with a new policy. Looking at over 100 different companies to make sure the client received the cheapest rate possible. Received a key within a month and was responsible to open and close the store.

Duluth, Ga, Us

Helping families build a better financial future for retirement by offering a broad number of products. Also, sharing with clients a broad array of financial products and services, offered through our affiliated companies, so they can choose the best option based on their goals. Offering people from all professional backgrounds an opportunity to build a business in the growing financial services industry. Helping people stay on track to achieve financial success.

Palos Verdes Estates, California, Us

Performed routine branch and customer service duties and accepted retail andcommercial checking and savings deposits. In addition, processed loan payments, cashed checks and savings withdrawals. As a Customer Service Rep I promoted business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services. Excellent customer services, social skills, and key communication skills.

San Francisco, California, Us

Met goals that were assigned on a daily basis. Developed and maintained client relationships with Wells Fargo partners and existing clients. Processed all transactions accurately and in a timely manner. Made sure to put in all account information properly and into the Wells Fargo system. Managed customer portfolios and serviced relationships. Made sure to cross –sell all products and services while identifying their banking needs.

Singapore, Sg

Accomplished a promotion after a few months and received a key to the store. Responsible for counting the safe and cash register, for opening and closing shifts. Completed daily inventory, ordered needed supplies, and morning and nightly paperwork. Supervised the baristas during shifts and assisted customers with their drink and food choices by using my customer service skills.

Associate Of Science (A.S.), Criminal Justice

High School Diploma