Experience

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  U.s. bank

  Oct 2006 - Jul 2010

  Universal banker

  I am extremely competitive with myself and others and I strive for the best. I was consecutively ranked as the #1 teller for me region. Always achieved excellent customer service and was often named employee of the month. I have a tuned ear for catching customers needs and cross sale of products and services. managed customer’s accounts. I opened accounts to new customers, helped them as a customer service representative and I was in charge of coordinating the teller line to ensure completion and achievement of our daily/weekly/monthly and quarterly goals.As universal banker, I was also in the too 5 within weeks on the position. Reached Pinnacle status for two of the three branches I worked for. Used Wizard Operating System Show less

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  Efba education française bay area/french education bay area

  Oct 2011 - Dec 2013

  French teacher

  French Assistant 11/2011-05/2012Ensure children do not fall behind, help with activities,Take them to recess and create a positive learning environmentReturned as a teacher this school year 2013-2014Create lesson plan that is both fun and educational. I focus mainly on activities where the students learn while playing.

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  Lycée galilée - paris

  Oct 2012 - Apr 2013

  Teacher

  Part of the English teaching team. I worked directly with them to create adaptive courses to students exiting high-school and entering their higher education.

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  Les petits bilingues - grenoble

  Nov 2012 - Jul 2013

  Teacher

  Main English teacher for classes of all levels and students of all ages and nationalities.Worked directly with the pedagogical team to come up with the lesson plans.

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  Les petits bilingues - grenoble

  Jan 2014 - Jul 2014

  Local manager

  Manager of the #1 center in terms of new-enrollments, re-enrollments, customer satisfaction and customer retention for one France's fastest growing companies. I was in charge of managing the center, ensuring excellent customer service and helping my team of teachers be great role-models for young children by transcending their love for the English language and its importance in today's competitive world.

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  U.s. bank

  Feb 2015 - Nov 2015

  Personal banker ii / notary public

  As a banker. It is my responsibility to manage customer's and business' portfolios and investments. To identify present and future financial needs. Generate money for my branch by providing excellent customer services and banking solutions to each and every customer. I go above and beyond meeting expectations. I print daily reports, delegate tasks and take time to meet with my manager to strategize and identify areas of improvement. Top 5 bankers in the district and #1 at a branch level with the most sales and revenue. 99% Customer Service score, with 14 perfect shops (5/5) ad one (1) non-perfect shop (4/5) Show less

• 

  Citi

  Nov 2015 - Nov 2018

  As a Senior Associate Banker for Citi Private Bank's Ultra High Net Worth division, it is my responsibility to support Private Banker(s) with onboarding new clients and deepen existing relationships. By developing the ability to assess a client’s financial profile and understanding their goals and challenges, I actively contribute to shaping our client's financial strategies designed to help provide solutions for managing, growing, and protecting wealth. As an Associate Banker I am responsible for four primary activities, all of equal weight and importance: 1) onboard new clients adhering to our KYC and compliance policies; 2) identify and close cross-sell opportunities for existing clients; 3) client support and relationship maintenance activities; and 4) compliance oversight and control. Show less • #1 Banker in West Los Angeles are with the highest YTD Personal Loans booked +$600,000.00•#1 in Small Business Lending YTD in West Los Angeles•Highest Customer Service satisfaction#1 in New Money QTD +$2,000,000.00 •Over $5,000,000.00 refieres to Wealth Management QTD• Winner of the 2017 Merchant Service Rally - Most approved and signed Merchant Service referrals• 2017 Most Qualified Relationship Management Enrollments• 2017 Face of the new Citibank on-boarding and ongoing Training Material• 2017 Elected Branch Ambassador • 2016 1st Quartile Banker Rating•PB National Ranking QTD #50 - 1st Quartile • Headliner for Citi Priority National Call - Introduction of Citibank's new segmented Package "Citi Priority" Nationwide on 10/18/16•Winner of Q1 Merchant Service Rally - most approves referrals • Most approved qualified referrals for High Net-worth Clients • Most approved and qualified investment referrals •Constantly top ten in banker scorecard •Voice Of the Employee branch elected Ambassador• Acute listening to uncover needs for clients and guide to the product that better serves their day-to-day banking • Expand relationship with high net worth clients• Direct contact and relationship with business partners such as Wealth Management, Citi Mortgage, Private Banker, Business Banker and Merchant Service Rep. Show less

  • Associate Banker

    Feb 2018 - Nov 2018

  • Personal Banker

    Nov 2015 - Jan 2018
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  Citi

  Jan 2020 - now

  Account Opening:Work with banking team to complete documentation (including setting up banking; loan and investment accounts), managing all account opening inquiries and overseeing transfer of all documents and securities.Ensure all application and required documentation returned by clients is present, accurate and completeSupport banking team and partner with KYC Analyst and Account Opening staff to support on-boarding workflow and ensure efficient account opening.Partner with Sales to track the status of client information and/or documentation that may be missing or incomplete including Business Risk Memo (BRM)Client Account Maintenance and Transaction Processing:Provides Sales support through research, finalizing relationship reports and aggregating account information.Manage and execute client transactions with respect to banking, credit and investment products, over the phone and sometimes in person. Ensure transactions are completed within audit and compliance standards as well as timely.Take ownership of client investigations (e.g., fraud enquiries, statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolutionPerform account maintenance on OneSource including address changes, telephone number updates, account status changes, rates and fee waivers.Compliance:Client Risk Profile (CRF) - researching client information; entering client data into a single system and completing annual reviews.Periodic Client Reviews - producing monthly reports by Banker; researching changes; submitting annual review forms and updating profiles.Monitoring & documentation of Investment Objectives and Suitability.Enforce internal and external banking and investment policies and procedures to ensure operational integrity.Identify fraudulent transactions and trends, protect client assets and report individual situations to management for resolution and potential process definition/modification Show less

  • Vice President

    Jan 2024 - now

  • Senior Client Account Officer for Law Firm Group

    Oct 2018 - now

  • Associate Vice President

    Jan 2020 - Jan 2024
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  One young world

  Feb 2023 - now

  Oyw ambassador