- Maintained branch operations and administrative functions. - Identify potential clients needs and connect them to the appropriate banking partner to expand client relations. - Communicate, coordinate, and host video calls with oversea clients to establish new banking relations. - Enhanced business work efficiency and productivity by providing effective staff training on product knowledge and sales techniques. - Regional Digital Champion: Lead point for 9 branches across southern California with digital banking updates, as well as host calls for customer experience and branch feedback. - Resolve customer concerns, issues, or complaints effectively and in a timely manner

- Supervise and train staff on product knowledge and sales techniques- Assist in hosting monthly meetings to institute new policies and procedures, promote sales and product knowledge, and ensure continuous development of branch staff - Assist in setting daily and enforcing weekly sales performance among branch staff- Deliver exceptional client experience by providing targeted advice and developing effective solutions - Develop trusting relationships with clients by providing targeted advice and developing custom solutions- Utilized strong analytical and problem solving skills and create innovative resolutions- Generate new business through presentation of banking products and thorough follow up- Provide financial solutions to consumers and small businesses through leads calls - Consistent ability to identify, stop, and prevent fraud - Create and Implement plans that have led to top performance among branch’s national peer group- Leading branch in investments referrals and investment revenue - Helped increase and sustain branch consumer loan balances 10% per year since 2015 Achievements (2016-2019): - 2019 YTD Customer experience score of 98.1% out of 106 shops- 2019 Q1 Q2 Regional Top Performer and Q1 Q2 Regional Top performing branch - 2018 Q3 Regional Top Performer- 2017 Q3 Q4 Regional Top Performer & branch of the year rank 2 in peer group - 2016 Q2 Q3 Regional Top Performer and Q3 Q4 Pinnacle Branch