Victoria Perez Email & Phone Number

Las Vegas, NV, US

Las Vegas, Nevada, United States

Las Vegas, Nevada, United States

Burlingame, California, United States

- Grew our company’s portfolio to a net worth of over $1.35B by retaining, developing and maintaining over 350 existing and new high net worth client relationships- Implemented a CRM system within the first year, which has allowed the firm to store customer and prospect data, track customer interactions, and help the business to grow- Increased.

San Jose, CA

- Retained, developed and maintained 133 existing and new client relationships with net worth of over $85M- Prepared Directors for client and prospect meetings, including portfolio analysis and briefing - Created, planned and implemented monthly Women’s Advisory Institute Luncheons, which brought the firm multiple new clients per event- Managed clients’.

Sand Hill Road, Menlo Park, CA

- Developed and maintained 392 client relationships with a net worth of $575M by selling a full range of FRB’s products and services- Provided ongoing excellent customer service using ingenuity to solve problems or enhance the banking relationship- Developed thorough knowledge of bank products and kept up to date with new products and services- Trained new.

Sand Hill Road, Menlo Park, CA

- Assisted in opening a brand new office, with a hybrid sales/service objective geared toward Venture Capital and Private Equity firms- Created new account opening and auditing procedures for the new office- Worked directly with Directors, Relationship Managers, Business Bankers and Preferred Bankers in obtaining new business from Venture Capitalist firms.

Peninsula District, CA

- Provided quality customer service, cross-sold banking products and maintained branch operations along with the Assistant Branch Manager- Aggressively sold full range of Bank’s products through a thorough, in-depth knowledge of each, and consistently met established sales goals- Referred customers to Relationship Managers, Preferred Bankers, and Trust.

- Prepared documents to resolve customers’ issues- Serviced and maintained accounts: account reconciliation, address changes, stop payments, account closings, transfers, notary, processing check orders, and problem resolution- Met banker equity and line/loan goals- Solicited new accounts and cross-sold other applicable products and services to fully cover.

- Processed customer transactions within Wells Fargo policies- Identified and made sales referrals, recommended alternate channels, cross-sold bank services and products for Wells Fargo partners- Processed ATM transactions, issued bonds and coupons, converted foreign currency, allowed entry to safe deposit boxes

Daly City, CA

- Assisted customers with copying, faxing, shipping, packaging, wrapping, mail services- Notarized documents for customers- Designed business advertisements and promotions, maintained the professional atmosphere of the business