Oscar Diaz: Personal Banker in North Hills, CA

Customer Service, sales, originate/process consumer/Small Business loans, open new consumer/Small Business accounts, process/service IRA’s, telemarketing, ATM dual control, process wire transfers, assist with end of day BIC/check balancing, acquire new Mortgage prospects, service existing consumer/Mortgage clients, NMLS ID# 721808 and Notary Public.

As a Customer Service Representative, I took inbound calls to assist customers. After one year I was promoted to a floor supervisor to assist with escalated calls, train new hires and supervise a team of 20-30 employees.

Operations Supervisor Manage operations in the branch; conduct monthly audits, review monthly reports and file, interviews, employee reviews, train employees, cash handling/ordering. Member Service Representative/Life Agent Sales, originate/process consumer loans, open new accounts – checking, savings and IRAs, Annuities, cross selling, telemarketing, wire transfers, referrals to Investment & Mortgage Rep. and Notary Public. Customer service, process transactions and cash handling.