▪Manage and grow client relationships by identifying financial needs and aligning appropriate banking solutions

▪Translate client requests into clear, actionable steps by partnering with internal teams to ensure timely and accurate execution

▪Prepare client-facing documentation and support materials with professionalism and attention to detail

▪Handle multiple client service requests with same-day turnaround while maintaining strict compliance and risk standards

▪Support branch sales goals through relationship-based advisory, achieving 600% of goal in March and 300% in April

▪Recognized with multiple “Perfect 10” client satisfaction surveys for communication, service quality, and client care

▪Contribute to overall branch efficiency by supporting operational flow and team productivity

▪Executed high-volume transactions with accuracy while maintaining operational controls and compliance standards

▪Supported bankers and the leadership team with client servicing, documentation, and workflow coordination

▪Served as a primary point of contact for client issues, resolving concerns with professionalism and efficiency

▪Recognized with several “Perfect 10” client satisfaction surveys for service excellence and communication

▪Played a key role in maintaining the branch organization and supporting overall team performance in a fast-paced environment

▪Built foundational knowledge of banking operations, risk management, and client relationship support

▪ Responsible for accurately communicating relevant regulations, program incentives, and program expectations to the public on Water Conservation programs: Water Wise Outdoor Survey and Waster Waste Program

▪ Communicating the accurate water-waste regulations specific to the location in which it occurred, as different municipalities in Santa Clara County have different water-waste rules/ordinances and reporting processes

▪ Communicating customer expectations on program elements, how to prepare for the survey, and how the survey can be used to help the customer participate in other demand management measures such as the Landscape Rebate Program

▪ High accurate level of investigation, research and documentation of updated water-waste rules, and process improvement

▪ Clarifying expectations and act as a liaison or consultant to encourage reasonable measures to improve a property's irrigation water-use efficiency

▪ Reporting participation rates by month and water retailer for both programs

▪ Leading dispatcher for validating and dispatching water waste cases in proprietary software program, as well as for monitoring the Water Wise Hotline

▪ Acquired Qualified Water Efficient Landscape (QWEL) Certification by California Water Efficiency Partnership and Water Sense

▪ Increasing clients' enrollment and retention by providing exceptional support while serving as a company ambassador and upselling memberships and registrations

▪ Placing company as a more inclusive and welcoming institution by providing trilingual support and translation while building strong relationships with customers (B2C) and other departments

▪ Providing timely and clear communication via phone, email, and in-person while daily maintaining records, registrations, payments, refunds, and reports on CRM software

▪ Contributing to team efforts by accomplishing related results as needed such as offering support during events and workshops

▪ Offering administrative support to directors as needed

▪ Increasing company’s business by keeping a solid book of clients while efficiently offering administrative support for all steps in the sales pipeline

▪ Building long-term and trustworthy relationships with external and internal stakeholders such as clients, vendors and other internal departments

▪ Offering constant client's support (B2C & B2B) while using CRM software to efficiently solve problems with payments, refunds, shipments, and products

▪ Collaborating with different tasks as need in order to achieve results needed including facilitating presentations and training

▪ Handling and keeping confidential information of owners and employees