Elizabeth C.

Trading equity securities is my passion. My goal is to profit off short-term gains from stock price fluctuations.

As a Small Business Consultant I provide comprehensive financial solutions to small businesses with annual revenues up to $5 million and serves as the primary point of contact within the financial center for small business clients as the expert for small business solutions. I spend the majority of my time uncovering the sales and service needs of small business clients, including their personal banking needs, by leveraging defined sales processes and tools. I acquire and deepen existing relationships through face to face meetings, at either the financial center or business owners place of business. Additionally, i proactively connect with our small business clients through outbound calls, and execute consistent follow-up routines to meet their needs. I participate in One Team partnership routines and conduct joint client visits with their internal and external partners to leverage the full capabilities of the bank. I provide small business related guidance to financial center associates through huddles and team meetings. Additionally, I have the ability to effectively balance sales performance, operational risk, and client relationship care.

As a Business Banking Specialist my objective is to proactively grow and deepen relationships with existing business customers I work on earning all of the business of a business owner, including their consumer and business needs, while ensuring retention and exercising excellent customer service in all customer interactions. I am an expert in referring business packages and achieving profitability objectives that meet the customer’s needs and financial goals. I also reach out into the community by visiting businesses, making outbound calls to customers, and conduct educational seminars in the community

• Help customers succeed financially through various products and services wellsfargo offers • Provide excellent customer service and achieve quarterly goals • Named banker of the month several times • Successful at solving customer issues • Help small business customers with their needs • Reach out to the small business community by canvasing and offsites • Community outreach work at the santa ana high school

• Help customers succeed financially through various products and services that wellsfargo offers • Expert at cross selling and providing great customer service • Quick to uncover customer needs • Successful at coaching tellers to be able to send more quality referrals

· Successful record in achieving numerous monthly Goals and yearly Targets · Motivate, coach and train employees to hit their sales target An expert in carrying daily, weekly and monthly store operations Maintained an excellent store perception for customers Helped District Manager with any District initiatives Hiring Recruiting

The Mihaylo College of Business and Economics is the largest accredited business school on the West Coast and the fifth largest business school in the United States. The College creates a one-of-a-kind learning environment that has grown in no small part from a longstanding, cooperative relationship with Orange County, a region that offers a diverse population, entrepreneurial spirit, and strong global connections.

Santa Anna College is a community college located in Orange County, California. The school offers Associate’s degrees in Arts and Sciences and technical training in various vocations.