
Kimberly Brien
Sales Consultant

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About me
Vice President Treasury Management Project Manager/ Green Belt Certification
Education

University of California, Irvine
2013 - 2014Project Management Certification
California State University-Long Beach
2005 - 2009Bachelor of Science (BS) Finance
Experience

Nordstrom
Jan 2005 - Jan 2006Sales ConsultantLeading and top sales Associate with highest sales per hour, with over $400,000 annual sales productionOn track for Pace Maker sales awardReceived Assistant Manager duties and responsibilities Provided highest level of customer service and developed personal trade with over 2000 active customers Provided and maintained personal relationships with excellent customer service skillsShipped out RTV's, faxed vendors, controlled inventory, and sales floor merchandise Handled cash receipts, invoices, and operated cash register Maintained knowledge and acquired training on designer jewelry and watches Obtained Watch Certified License, specializing in: Movado, Swiss Army, Michelle Show less

Bloomingdale's
Jan 2006 - Jun 2009Sales Consultant and Merchandise Vendor SpecialistProfessional Sales Associate , Bloomingdales, Handbags SectionCoach Vendor Account Specialist - accumulate spending and revenue reports, accumulated inventory count weeklyAchieved highest sales per hour, 140% over department averagePart of Presidents Sales Club by achieving over $500,000 in sales production annually Provide exceptional customer service and incorporate customer needs into product sales Knowledge of Designer Handbags including : Chanel , Fendi , Farragamo , Louis Vuitton Utilize clientele list and develop customer relations Show less

Union Bank
Jun 2009 - Jan 2015Manage Private Bank Affluent Professionals to deliver extraordinary customer service to Affluent clients and manage daily operational transactions up to 2 million dollars.Develop and manage project reengineering initiatives with SVP Managers, Legal, Compliance, Risk and Executive Management. Coach and develop talent to exceed service level agreements and Key Performance Indicators.Strategic development and business process reengineering.Manage staffing, scheduling, training requirements and identify training inefficiencies.Analyze and develop process flows and reengineering initiatives for cost saving benefits of over $200,000. Create and standardize desktop and training materials for entire Private Bank Customer Service Department. Implement and design legal documentation for daily transactions to ensure proper risk controls are in place and compliant with bank regulatory requirements. Review and approve high dollar daily exceptions to ensure risk and operational losses are mitigated. Exceed quality standards to ensure the highest level of customer service is delivered to the high profile and Affluent clients within the Private Bank market.Catalyst of change and nominated as Project Best Champion for project reengineering experienceGreen Belt Six Sigma Certification Training and currently working on Green Belt projectWorking on Green Belt project to implement and design Non Account Owner Authorization and Agreement Forms.This project will reduce risk for Union Bank, ensure we are within compliance and regulatory standards, create process efficiencies and enhance self service products that will reduce the current defect ratio of 100% to 0%. We are expecting a growth of 20-30% of clients to migrate to Online Banking, IBB, VRU and Online Business Console by year end. This will ultimately reduce number of calls offered and provide cost savings for the bank. Show less
Assistant Vice President Private Bank Customer Service Manager II
Jan 2011 - Jan 2015Leadership Development Program
Jun 2009 - Jan 2011

Citizens Business Bank
Jan 2015 - Jun 2020Assistant Vice President Treasury Management Implementation ManagerLead a successful team to handle all Treasury Management on-boardings, documentation review and Business Online Banking setup. Conduct Treasury Management training on Wires, ACH, RDC, Positive Pay, remotely or onsite. Maintain department service levels and ensure we are providing highest level of customer service. Lead project implementation on Business Online Banking system upgrades, new products/services handled by Implementation team and new Treasury Management workflow system.

J.P. Morgan
Jun 2020 - nowVice President International Project Manager
Licenses & Certifications

Six Sigma Green Belt Certification
Honors & Awards
- Awarded to Kimberly BrienCitizens Experience Award - Sep 2016
- Awarded to Kimberly BrienCitizens Experience Award - Mar 2016
- Awarded to Kimberly BrienCustomer Service Excellence Award Division Operations Manager Dec 2012
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