Adolfo Chamu
Tucson,AZ
Summary
Dynamic professional with a proven track record, excelling in client relationship management and financial goal planning. Bilingual in Spanish and English, I drive sales growth and enhance client satisfaction while ensuring compliance. Skilled in process improvement and data analysis, I thrive in collaborative environments to achieve outstanding results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
Tucson, USA
08.2024 - Current
- Advisory & Client Needs Analysis: Partner with clients to uncover financial goals and recommend tailored solutions in banking, credit, and savings.
- Sales & Goal Achievement: Consistently exceed quarterly digital, enrollment, and partner goals, maintaining a satisfaction score.
- Client Relationship Growth: Build trust and retention by educating clients on financial tools and guiding them through opportunities.
- Bilingual Support: Certified to assist clients in both English and Spanish.
- Risk & Compliance: Follow strict regulatory and compliance standards while managing client portfolios and transactions.
Learning and Development Specialist
Amazon
Tucson, USA
04.2021 - 08.2024
- Training & Facilitation: Designed and delivered onboarding, compliance, and upskilling programs to the whole North American AGL division.
- Process Improvement: Developed SOPs and performance tools that reduced training time and improved accuracy.
- Coaching & Development: Provided one-on-one coaching and group training to boost skills and performance.
- Cross-Functional Collaboration: Partnered with leaders to align training with business goals during peak seasons.
Manager
Domino’s Pizza
Tucson, USA
08.2019 - 03.2021
- Supervised daily operations and a team of 15+, ensuring service quality and sales performance.
- Trained staff on upselling and customer service, driving revenue growth and retention.
Education
Bachelor of Science - Applied Economics
California State Polytechnic University
Pomona12-2023
Skills
- Bilingual: Spanish & English
- Financial Goal Planning
- Client Relationship Management
- Sales & Performance Growth
- Risk & Compliance Awareness
- Process improvement
- Cross-functional collaboration
- Data analysis
- SQL querying
Certification
Series 7, in progress
Languages
Spanish
Native/ Bilingual
Timeline
Relationship Banker
Bank of America
08.2024 - Current
Learning and Development Specialist
Amazon
04.2021 - 08.2024
Manager
Domino’s Pizza
08.2019 - 03.2021
Bachelor of Science - Applied Economics
California State Polytechnic University