Experience

• 

  City of bellevue, washington

  Jun 2005 - Sept 2005

  Assistant beach manager

  • Assistant Manager three days each week and Head Manager two days a week to prepare for the full-time responsibility of management

• 

  City of bellevue, washington

  Jun 2006 - Jan 2010

  • Supervised and taught my staff while developing the camaraderie necessary to lead those who had formerly been my peers• Maintained constant awareness of the security and health of thousands of patrons daily• Learned interpersonal communication skills needed to prevent or react instantly and handle potentially harmful incidents in and out of the water• Fully trained in the use of CPR, First Aid, AED, and water rescue techniques, which I consistently practiced and improved through meticulous training with my staff Show less

  • Swim Instructor & Lifeguard

    Aug 2002 - Jan 2010

  • Beach Manager

    Jun 2006 - Sept 2009
• 

  Hsbc

  Dec 2009 - Aug 2012

  • Designed and implemented training schedules for new Customer Service Representatives• Assisted clients with financial needs, from complex transactions to account maintenance• Assisted the platform staff with account opening and maintenance• Increased customer base and deposits through referrals and product cross-sells• Performed vault and cash management for entire branch • Assisted clients and platform staff with financial transactions and account maintenance• Performed clerical duties for entire branch, including filing and schedule management

  • Senior Customer Service Representative

    Jun 2011 - Aug 2012

  • Customer Service Representative

    Dec 2009 - Jun 2011
• 

  Boston private

  Aug 2012 - May 2013

  Personal banker/ customer service representative

  (Acquired by Sterling Savings Bank)• Provide consistent and exceptional customer service to enhance client relationships• Facilitate personal and commercial account opening and continued maintenance• Audit account forms and documentation for completeness prior to account opening• Increase customer and deposit base through product cross selling and referrals • Assist bank officers with clients’ cash management needs• Provide assistance with operational requirements and vault management for office Show less

• 

  Sterling savings bank

  May 2013 - Mar 2014

  Personal banker/ customer service specialist

  (Acquired By Umpqua Bank)• Provide consistent and exceptional customer service to enhance client relationships• Facilitate personal and commercial account opening and continued maintenance• Audit account forms and documentation for completeness prior to account opening• Increase customer and deposit base through product cross selling and referrals • Assist bank officers with clients’ cash management needs• Provide assistance with operational requirements and vault management for office Show less

• 

  Foundation bank

  Mar 2014 - Oct 2016

  (Acquired by Pacific Continental Bank)Handled complex client requests including opening large business accounts with extensive cash management needs. Worked directly with Treasury team to tailor and implement proper electronic auxiliary services then provide continued training and follow up. Account opening, maintenance, and client retention.

  • Senior Client Service Representative

    Mar 2015 - Oct 2016

  • Client Services Representative

    Mar 2014 - Mar 2015
• 

  Pacific continental bank

  Oct 2016 - Nov 2017

  Relationship banking assistant

  (Acquired by Columbia Bank)Manage and grow a portfolio of deposit clientele. Handle all their cash management and electronic auxiliary needs from ACH, Wire, Online Banking, Lockbox, Merchant Servicing, DDM/CDAR, and Remote Deposit services including setup, implementation, training, and ongoing support. Extensive knowledge of bank hardware, i.e. Digital Check and Panini as well as software functionality as it pertains to Jack Henry and Fi-Serv.

• 

  Columbia bank

  Nov 2017 - Mar 2018

  Commercial relationship banking officer

  Maintain and grow a portfolio of primarily business clientele, as well as facilitate better business practices through the use of streamlined cash management tools. Act as the quarterback and first point of contact in order to provide a thoughtful and consistent banking experience.

• 

  Heritage bank nw

  Mar 2018 - Nov 2023

  Selling the bank's depository and treasury management services to existing and prospective clients, in conjunction with the commercial lending team, in an attempt to solidify customer retention and provide a superior level of relationship management and customer service. Selling the bank's depository and treasury management services to existing and prospective clients, in conjunction with the commercial lending team, in an attempt to solidify customer retention and provide a superior level of relationship management and customer service.

  • Vice President, Senior Treasury Management Relationship Officer

    Mar 2020 - Nov 2023

  • Associate Vice President, Treasury Management Relationship Officer

    Mar 2018 - Mar 2020
• 

  Washington trust bank

  Nov 2023 - now

  Vice president, treasury management officer iv

  Selling the bank's treasury management services to existing and prospective clients, in conjunction with my Commercial and Private Banking partners, in an effort to improve customer retention as well as add value to the onboarding experience.