Client Financial Analyst (Series 6, 63; Established, maintained and deepened customer relationships. Supervised daily branch operations. Coached tellers regarding procedures, compliance requirements and customer service skills. Assembled and filed daily reports. Managed relationships with over 200 consumer and business clients.Recruited directly by branch management to lead a turn-around in branch reputation and customer retention rates. Improved client retention rates by over 65% - easily surpassing corporate targets.Protected bank reputation and risk exposure through meticulous adherence to federal regulations. Performed monthly audits on 3 branch tellers. Maintained a flawless personal record of passing audits.Earned entire banking portfolio relationship with 70 - 75% of customers. Performed detailed financial (debt, income and current assets) analysis for customers; identifying appropriate services and cross-sell opportunities. Provided honest, thorough and timely service for clients.Recognized directly by management for detail orientation and independent initiative. Resolve any administrative or customer service issues promptly and maintain compliance with trust documents. Earned customer loyalty by protecting their best interests. Proactively notified customers of potential overdraft problems. Saved individual customers $10's of thousands by identifying fraudulent activity within their accounts.

Provided financial products and services such as credit cards, CD's, IRA's, and loans to a book of approximately 200 consumer and small business customers. Established, developed, retained, and deepened long-term relationships with current and potential customers in the community. Supported other sales associates and team members. Met and exceeded sales goals for all quarters.

Established and nurtured account relationships for digital imaging company serving law firms in the city of San Francisco. Managed a portfolio 8 law firms across 60 buyers (mostly paralegals and attorneys). Produced $50K to 500K in business for firms ranging in size from 6 - 200 attorneys. Supported highly deadline-driven production needs in an industry defined by strict quality standards, confidentiality requirements, and high levels of competition. Expanded the size of the account base through outside sales efforts and a reputation for consistent quality of work.

Provided print production services for academic materials used by over 100 law professors, business professors and other department academics at Stanford University. Supervised 6 employees. Managed full business lifecycle, including sales, pricing and production in very deadline oriented atmosphere. Managed 2 - 3 day turn-around schedules on production projects serving 5K to 10K readers per run.Ensured compliance with copyright protections, contacting publishers directly to secure permission for the use of content. Developed pricing schedules based on the cost of licensing, production and material requirements.