Rita G. Email & Phone Number

Pasadena, Ca, Us

Pasadena, California, United States

Pasadena, Ca

A member of National Association of Professional WomenMember, Friends of Foothill FamilyOversee, lead, and direct the branch with regards to operations, sales, and regulatory compliance to meet assigned goals. Develop programs to maximize branch profitability, minimize risk, and to improve customer service and product knowledge. Ensure that the highest standard of customer service is provided to all customers. Work with branch staff and customers to resolve account problems. Ensure that all current policies and procedures are implemented and followed. Assess risk of all financial transactions executed by organization personnel. Collect data to analyze the present and future financial status of the organization. Contact customers and business, community, and civic organizations to promote goodwill and generate new business. Compile and report financial data as required by organization and government regulations. Work in conjunction with senior management to ensure proper knowledge of all relative compliance topics, monitor activities and report issues. Follow direction from management and Chief Compliance Officer for resolution of issues

Beverly Hills, Ca

Responsible for developing client relationships, including generation of mortgage, business lending, deposits, and investment management assets. Acquired clients and developed relationships by providing superior client service to achieve financial objectives within a team environment.

Beverly Hills/Calabasas

High-profile management position accountable for soliciting business accounts and developing strategic alliances with clientele.Develop tactics to increase assets and profitability with in Los Angeles, and West Los Angeles County.Devise and implement innovative marketing principles and promotional pieces and/or advertisement to further support financial growth.Establish and execute branch goals; incorporate branch goals into personal and employee goals.Actively support employee growth by identifying staff’s needs and/or strengths.Effectively train, and motivate staff to its fullest potential.Complete and administer a yearly merit review of each branch employee.Uphold bank regulations and/or bank policies.Submit monthly reports to senior management including but not limited to; sales recap, compliance reports, audit certifications.Ensure satisfactory rating during annual branch audits,