Ashlei Frazier

Experience

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  Union Bank

  Oct 2003 - Oct 2006

  Customer Service Officer

  Focus on customer service while promoting sales, referrals & mitigating risk. Assisted in overseeing the operation of the branch to ensure that operational procedures were being followed. These duties included: teller & cash handling, Vault, ATM, claims submission, FinCen reporting, addressing the handling of problems or complaints, exceptions, adjustments, approving transactions, assisting staff with compliance in all regulatory requirements, review & analyze daily/weekly/monthly branch reporting. Show less

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  Rabobank

  Oct 2006 - Mar 2008

  Customer Service Manager

  Focus on customer service while promoting sales & referrals. Oversaw the day to day operations of the branch to ensure that procedures were being followed in order to provide excellent service, mitigate risk and increase fee income. These duties included: general supervisory duties, scheduling, teller & cash handling management, branch certification and compliance training, FinCen reporting, MSB account review, review of exceptions, adjustments, transaction approval, review & analyze daily/weekly/monthly branch reporting. Show less

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  County Bank - Purchased by WestAmerica in 2009

  Mar 2008 - Mar 2009

  Customer Service Manager

  Focus on customer service while promoting sales & referrals. Oversaw the day to day operations of the branch. Ensures that procedures were being followed in order to provide excellent service while mitigating the bank’s exposure. These duties included: general supervisory duties, scheduling, teller & cash handling management, branch certification and compliance training, FinCen reporting, review of exceptions, adjustments, transaction approval, review & analyze daily/weekly/monthly branch reporting. Also responsible to cover New Accounts when BDO was unavailable and cultivate relationships within the community to promote the company. Show less

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  Security First Bank - Fresno, CA

  Mar 2009 - Dec 2016

  Assistant Vice President & Relationship Manager

  Security First Bank is a locally owned and operated Financial Institution specializing in Commercial Lending and Business Relationship Management in the Central Valley. We like to say "Your small business is big to us!" because it is. I work with businesses both large and small & share about how banking locally it not just about saving time and money. It also is about a commitment to service and helping each client as an individual. We don't box you into a suite of products and services or sign you up for something you'll never use just to make a buck. Instead we take the time to get to know you to be sure that your needs are met. But it doesn't stop there. We continue to work with you as a resource in order to maximize the potential you've always envisioned for your business. Visit our office or website www.securityfirstfresno.com today to learn more. Show less

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  Suncrest Bank

  Dec 2016 - Nov 2021

  Suncrest Bank was founded in 2008 by a group of Central Valley business leaders and professionals. By committing to local small businesses in this way, and sticking with them during a difficult economic period, our Bank has thrived, grown stronger, and has continued expand to meet the needs of an ever-growing personal and business customer base throughout the Central Valley. The success of our business is based entirely on keeping our customers money circulating locally, and lending locally to help businesses grow locally. In short, we only succeed when our community succeeds. This is the core value upon which our Bank is built, and why our Mission Statement simply states, "Suncrest Bank: Helping to Build and Sustain Local Communities". Show less

  • CRA Compliance Analyst

    Apr 2021 - Nov 2021

  • Commercial Banking Manager

    Oct 2018 - Apr 2021

  • Commercial Banking Specialist

    Dec 2016 - Apr 2021
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  Advanced Physical Therapy

  Nov 2021 - now

  Practice Manager