• Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.• Introduced new methods, practices and systems to reduce turnaround time.• Worked with Business Banking and Community Business Development departments to create ecosystem of experts and deliver personalized solutions to customers.• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.• Managed more than 100 client business mentorships in 2022.• Analyzed and interpreted data to determine any problems or areas that need improvement.• Conducted assessments and counseled clients regarding controls, risks, process issues and productivity inefficiencies.

Manages a portfolio of commercial clients with annual revenues from $1MM to $20M. Work closely with centers of influences within and outside the firm. • Conducts business analysis (cash flow, P&L, efficiency, clients, vendors), recommends financial advice with focus on risk management and customized banking solutions. • Develops new business relationships by cold calling, networking, and utilizing centers of influence (accountants, tax advisors, attorneys, SBA lenders). • Originator of commercial loans; performs analysis of credit to determine borrowing limits.

Supported 70 Private Bankers and Financial Advisors to handle full onboarding and KYC life cycle for new affluent clients. Reviewed and validate account documents. Managed client experience to address concerns and inquiries. Notable Contribution: • Achieved ranking among top Specialists with more than 10% over target for accuracy.

Worked with new and existing customers to discover financial needs and deliver solutions. Partnered with Private Client Advisors, Mortgage Bankers, and Business Specialists to develop individualized financial plans. Manager on Duty during Branch Manager absence with full operational authority and responsibility (complaint escalations, audits, cash counts and staff supervision).Notable Contributions:• Consistently contributed to strong branch P&L performance: exceeded goals for new client acquisition, new investments, new assets referred to Financial Advisors, and customer retention.• Obtained Series 6 and 63 licenses (FINRA) and life insurance after only six months of employment.

Consulted with members to provide financial products and service, managed relationships effectively to generate referral business (lending, mortgages, investments) and account retention. Peer coach to new FSRs. Completed loan signing paperwork.Notable Contributions:• Exceeded monthly sales and referral goals only month after joining KeyPoint. Achieved no less than 150% to goal for new accounts each month.• Maintained error free teller transaction and daily balance record.

Customer service and operations role with emphasis on strategic merchandising. Specialized in inventory management to maintain optimal stock levels, including inter-store transfers, inventory receiving and analysis, closeout pricing and timing, and placement of new inventory. Increased items sold per purchase by helping guests to create full ensembles. Processed administrative records and reports for corporate office.Notable Contributions: • Helped design and implement “RUN” wall; weekly pulldown of featured product display. • Exceeded daily and annual targets by 100% or more. Never missed a target or performance bonus.

Led and coached each department within the facility. Held monthly meetings for training staff and provided on-the-spot coaching to members and staff. Trained and mentored future leaders. Served as manager on duty in Club Manager’s absence. • Cross-trained in every department to contribute to entire team and build team engagement. • Created individual programs for training clients in personal portfolio to promote goal setting, education, and adherence to health and fitness principles.• Managed personal sales goals for new training client acquisition.Notable Contributions: • Promoted from Trainer to Assistant Fitness Manager, to Assistant Manager in progressively larger facilities by consistently improving operational efficiencies and growing month over month revenue.• Completed more than 6,000 personal client training sessions.• Created new strategy to improve sales by utilizing trainers to promote featured products. Regularly exceeded product sales goals, decreased on-shelf product expirations, and increased each facility’s ability to receive more new products. • Improved training session revenue by initiating follow up program to connect with clients who had not used their purchased training sessions, which resulted in purchase of more sessions. Increasing client engagement and re-signing resulted in need to increase training staff to handle volume.

Managed student staff and schedules for 40+ employees. Supervised payroll budget, timekeeping, and pay accuracy. Maintained meeting rooms and Student Union facilities on campus. Promoted to manager after first three months.

Student-run clinic working closely with the community to enhance public health in the Oak Park area of Sacramento. Took vital signs for patients and conducted in-house lab tests. Reception assistant: located medical records, registered patients and booked patients' appointments.