• Demonstrated capability to cultivate positive, lasting client relationships by designing innovative, needs based solutions for clients.
• Regarded for ability to continually achieve and surpass existing sales goals.
• Dynamic communication skills, key to successfully negotiating with clients and third party vendors to ensure bottom line company cost.
• Contributed extensively to multiple process improvement projects, specifically focused on implementation of Strategic Client Review project, key to properly identifying client needs.

Comerica Bank San Jose, California 2012-Present

Treasury Management Sales Officer

• Fulfill critical account management position across multiple business units, including Middle Market, Technology and Life Sciences, Environmental Services and Business Banking.
• Interface extensively with clients ranging in value from pre-revenue to $50M.
• Leverage subject matter expertise to design innovative solutions to fulfill individual client needs.
• Champion process improvement initiatives by strategically automating current services.
• Resourcefully conduct thorough reviews and consultations, key to promoting client satisfaction and retention.
• Utilize aggressive negotiation tactics to ensure bottom line company cost throughout client interactions.
• Maintain adherence to federal and state banking regulations.

Comerica Bank San Jose, California 2001-2012

Treasury Management Relationship Specialist

• Chief responsibilities included troubleshooting and resolving complex client issues.
• Demonstrated top notch customer service skills throughout portfolio management.
• Conducted key market trend research to remain cutting edge throughout daily customer interactions and solution implementation.
• Collaborated extensively with multiple business units to ensure maximized efficiency throughout daily operations.

Providian Financial Corp. Pleasanton, California 1994-2001

Team Leader

• Exemplified strong leadership skills throughout hands on oversight of up to 20 direct reports.
• Maximized team productivity throughout thorough tracking and implementation of performance management initiatives.
• Heavily involved in on boarding process, including talent recognition, interviewing and hiring.
• Ensured overall quality control, resulting in availability of 93% phone time.

Train the Trainer, Leadership Skills, Drive for Results, Building Effective Teams, Problem Solving and

Priority Setting Courses, Comerica

Time Management Course, Franklin Covey

Coursework Completed, Ohlone College, Fremont, California

Coursework Completed, Western International University

High School Diploma, Mission San Jose High School, Fremont, California