Santa Clara University

Digital Specialist at First Republic Bank

Bridge Bank

AVP Portfolio Manager - Technology Banking

JPMorgan Chase & Co.

Senior Preferred Banker Associate

Skills: Microsoft Office · Opening New Accounts · Communication · Financial Transactions · Analytical Skills · Financial Analysis · Customer Service

First Republic Bank

Skills: Microsoft Office · Communication · Financial Transactions · Analytical Skills · Financial Analysis · Customer Service

Digital Specialist

Digital Banking Associate II

Provided client-facing support for all digital banking products and trained new/existing clients in online cash management platforms such as: Consumer Online Banking and Corporate Online Banking.

Identified client/banking needs and marketing solutions to ensure smooth onboarding processes and assisted in client acquisition.

Owned entire cycle of client problem resolution, problem identification, research and analysis, and follow-up. Built sustainable relationships by delivering exceptional customer service that paired with bank's unique relationship-driven culture

Digital Banking Associate

Used LinkedIn Recruiter to find preliminary candidates, collect resumes, and schedule meetings with possible candidates and clients. 

Through Salesforce, I posted job advertisements, uploaded resumes, and obtained contact information (client and candidate). In addition, I took references, registered jobs and leads, contacted and qualified candidates, and shortlisted those candidates for my account manager. 

Planned a successful team outing as well as continuously drove team initiatives through progression towards our goals. 

My account manager and I successfully posted a job advertisement for a Senior Program Manager position, contacted multiple candidates, took professional references for all candidates, sent references and resumes to the client, and placed 2 candidates for final interviews. 1 candidate was hired for the position.

Real Staffing

Intern

Observed financial advisors and learned about fluctuations of the stock market and its correlation with world events. Created hypothetical stock portfolios with team members to evaluate risk and return according to the clients stock preference. Managed clients by updating the Salesforce activity list, listening to annual reviews, and taking and inputting notes.

Bank of America Merrill Lynch

Wealth Management Intern

Communicated with customers over the phone and in person and collaborated with co-workers to fulfill and maintain customer satisfaction. Used my knowledge of the Spanish language to effectively communicate with Spanish-speaking employees.

Mary Grinnell