Responsible for bringing in sales; guiding, directing, and supervising branch staff; ensuring the delivery of high quality customer service; enforcing security and safety in accordance with Bank policies and procedures. Responsible for achieving established sales and service goals through new business development, community engagement & involvement, referrals, and retention of account relationships.

Commercial/Business Development primarily focused on serving small and middle market businesses in San Luis Obispo county and northern Santa Barbara county, including nonprofit organizations, the development of community partnerships with non profit organizations. SESLOC Federal Credit Union serves all of San Luis Obispo County and northern Santa Barbara County.Sound Commercial Banking Relationships and Deposits, Treasury Management Solutions, Commercial Real Estate Financing, Business… Show more Commercial/Business Development primarily focused on serving small and middle market businesses in San Luis Obispo county and northern Santa Barbara county, including nonprofit organizations, the development of community partnerships with non profit organizations. SESLOC Federal Credit Union serves all of San Luis Obispo County and northern Santa Barbara County.Sound Commercial Banking Relationships and Deposits, Treasury Management Solutions, Commercial Real Estate Financing, Business Term Loans and Line of Credit, Business Equipment Financing, Business Expansion/Acquisition Financing. Show less

Community Development Lending Officer: Customer Acquisition and Retention - Responsible for creating, developing, and managing Non-Profit and small to middle market companies that are known to support Community Reinvestment Act activities. Provides intermediate level advice and education to customers on opportunities to utilize the bank’s deposit and loan products and services to enhance their financial operations.

Designated Relationship Manager for Nonprofit Banking; including faith-based, for the bank's commercial/C&I relationship management. Actively engaged with Religious Organizations, Non Profit Organizations, and small to middle market businesses providing commercial lending and banking products. Sound Business Banking Relationships and Deposits, Treasury Management Solutions, Commercial Real Estate Financing, Business Term Loans and Line of Credit, Business Equipment Financing, Business… Show more Designated Relationship Manager for Nonprofit Banking; including faith-based, for the bank's commercial/C&I relationship management. Actively engaged with Religious Organizations, Non Profit Organizations, and small to middle market businesses providing commercial lending and banking products. Sound Business Banking Relationships and Deposits, Treasury Management Solutions, Commercial Real Estate Financing, Business Term Loans and Line of Credit, Business Equipment Financing, Business Expansion/Acquisition Financing. Show less

Duties as an agent include acquiring accounts by canvassing, cold calling, and meeting with small to large business owners on a business-to-business basis and direct individual basis. Aflac provides voluntary supplemental and life insurance products to companies to be included in their employee benefit package. Aflac benefit package product protects employee income, increases retention rate, and attracts new employees. (California Insurance License No. 0G15012)

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Commissioned as Direct Sales Consultant to provide leadership and sales expertise to authorized domestic and international Kirby factory distributors. Consulting includes how to accelerate sales growth, sales results of individual sales representatives and teams; increase closing rates by improving conversion ratios; identify and leverage best sales practices and retention of sales reps and managers, accurate forecasting procedures and useful management reports with minimum resource… Show more Commissioned as Direct Sales Consultant to provide leadership and sales expertise to authorized domestic and international Kirby factory distributors. Consulting includes how to accelerate sales growth, sales results of individual sales representatives and teams; increase closing rates by improving conversion ratios; identify and leverage best sales practices and retention of sales reps and managers, accurate forecasting procedures and useful management reports with minimum resource expenditures; consultant for human resources and recruiting, facilitating and training sales trainers Show less

Kirby Company: Area Distributor Regional Human Resource Manager Sales Representative & Regional Sales Manager

Duties included unit procurement and inventory/supply management, administrative support, financial quarterly and annual reconciliations, and unit funds management. Received special assignment of Presidential Support duties that included representing United States Coast Guard at ceremonies, including State dinners, inaugural events and other activities in the presence of the President of the United States, United States congressional and military dignitaries, foreign presidents and heads… Show more Duties included unit procurement and inventory/supply management, administrative support, financial quarterly and annual reconciliations, and unit funds management. Received special assignment of Presidential Support duties that included representing United States Coast Guard at ceremonies, including State dinners, inaugural events and other activities in the presence of the President of the United States, United States congressional and military dignitaries, foreign presidents and heads of states, domestic and foreign diplomats, ambassadors and other dignitaries Show less