Ivan Santosa
California State University, Fullerton
Tell me more about Ivan Santosa?
Ivan Santosa is a highly experienced professional with 16.2 years of work experience. He possesses a wide range of skills including Microsoft Excel, finance, leadership, customer service, and Microsoft Office. Based in Brea, California, Ivan has a proven track record of providing top-notch customer service in multiple retail branches. He is known for his ability to minimize company risk and optimize client opportunities, maintain strict compliance in highly regulated environments, and excel in business development. Ivan is also skilled in problem-solving and has a strong ability to cultivate new business and increase opportunities within existing client bases.
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About
• Extensive experience providing best-in-class customer service for a diverse client base in multiple retail branches, meeting and exceeding high service and sales expectations. • Proven ability to minimize company risk and optimize client opportunities, maintaining strict compliance in highly regulated environments. • Strong business development skills with a history of engaging leaders within local area communities to cultivate new business and increase opportunities within existing client base. • Adept at problem-solving, with a history of working with business owners to identify issues and develop effective solutions to improve operational efficiency. • Exceptional communication abilities; multilingual with fluency in English, Spanish, and Indonesian. ~ Financial Services Sales ~ Banking Product Promotions ~ New Business Development ~ ~ Client Services ~ Customer Satisfaction Initiatives ~ Partnership Management ~
...See MoreWork Experience
Retail Banking Branch Manager
Banking
Ivan Santosa's Professional Milestones
- Teller, Personal Banker, Business Specialist (2007-09-01~2013-05-01): Provided expert guidance and support to clients, facilitating their financial well-being and personal growth.
- Operating Partner (2013-04-01~2015-04-01): Successfully implemented efficient processes and optimized resources, driving operational excellence and increased productivity.
Education
Business Administration,
Management,
Business Administration And Management,
International Business,
Bachelors,
Bachelor Of Science,
General
2005-2010Skill
Microsoft Excel
Finance
Leadership
Customer Service
Microsoft Office
Banking
Loans
Microsoft Powerpoint
Management
Microsoft Word
Credit
Sales
Financial Analysis
Retail Banking
Commercial Banking
Credit Analysis
Marketing
Mortgage Lending
Financial Services
Consumer Lending
Portfolio Management
Commercial Lending
Risk Management
Business Development
Kyc
Certification
Colleagues
Other Named Ivan Santosa
Frequently asked questions
We found 5 Ivan Santosa's email addresses
We found 1 Ivan Santosa's phone numbers
Ivan Santosa works for BMO US
Ivan Santosa's role in BMO US is Retail Banking Branch Manager
Ivan Santosa works in the industry of Banking
Ivan Santosa's colleagues are Simona Ladan,Simona Ladan,Nancy Ha
Ivan Santosa's latest job experience is Retail Banking Branch Manager at BMO US
Ivan Santosa's latest education in California State University, Fullerton