• Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote solutions that best serve the client and ensure the profitability of the portfolio. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience.

• Maintain and proactively manage a portfolio of Core Commercial Banking customers with $100mm+ revenue for optimal service delivery, quick and accurate resolutions of issues and inquiries • Coordinate one-on-ones with assigned Relationship Managers, Treasury Management Officers, and Underwriters • Actively participate in pre-call planning, audit required internal and external documentation and ensure accurate completion of internal documentation per policy and procedure • Perform account analysis of customer information to find opportunities to mitigate fraud• Prepare presentation decks for in-person client calls, and completion of all KYC and AML processes needed for regulatory compliance• Coordinate and run client meetings in person and over the phone with focus on growing relationship• Manage a portfolio of 85+ clients and navigate the firm on their behalf

Duties include acquire, retain and expand new and existing relationships. This is achieved by profiling customers face to face and over the phone, as well as introducing customers to branch partners. Having extensive product knowledge of checking, savings, cds, credit cards, loans, and investments in order to best assist customer's financial needs.

Assist Branch by interacting with customers by processing deposits, withdrawals, credit card and mortgage payments, cash advances, savings bonds, cahiers checks, money orders, travelers cheques, foreign currency, as well as handling large cash sums both incoming and outgoing; recognize opportunities for branch growth by referring customers to bankers; acting as sole custodian for travelers cheques and ATM processing; balance cash drawer daily; answering phones and helping customers as needed

Duties include styling clients with proper eyewear based on their prescription and face shape, having extensive knowledge of optical materials and taking proper measurements to ensure optical clarity and customer satisfaction, receive incoming merchandise and product, re-branding store for each new marketing campaign, processing customer orders, repairing and adjusting frames, and setting appointments for new customers eye exams.

Assist Utility Billing Department with various procedures such as data entry, collecting and posting payments to the correct account, assisting customers with account questions and payments over the phone and in person, footing checks daily, filing, opening and closing customer accounts, maintaining a cash drawer, assisting customers with meter questions and problems, opening mail, acting as cashier for the City of Hesperia, and updating customer information in computer

Duties included payroll for commission and rental employees, hiring new employees, bookkeeping for J Michaels and the Laser Institute of the High Desert, accounts receivable and payable, inventory ordering and input into ClienTrak, scheduling appointments for clients, collecting monies for services provided, managing staff schedule, answering phones, scheduling continuing education classes for entire staff, and general customer service

Assist Finance Department with various procedures such as data entry, fixed asset reconciliation, bond reconciliation, organization of bond and fixed asset documents, maintain Excel worksheets for bonds and fixed assets, footing payments for sanitation division, and filing for the department secretary

Assist Auditing Department with various procedures such as cash disbursement testing, cash receipts testing, review bank reconciliation, payroll reconciliation, data entry, fixed asset testing, prepaid insurance testing, search for unrecorded liabilities, setting up client folders, mailing confirmations of account balances, bookkeeping, and organization of client documents

Direct contact for all ordering and purchasing for department, scheduled and supervised staff of five, handled all customer needs in ordering or complaints, made sales calls on potential customers, created arrangements, and scheduled all deliveries