Armando Soto
Hollister,CA
Summary
Motivated Small Business Specialist with exceptional sales and service skills. Solid record of achieving targets by applying knowledge, abilities, and superior work ethic toward tackling any challenge. Proven success in developing and managing solutions for small business banking customers. Knowledgeable about lending, deposit and investment products. Originates, services and closes accounts as well as providing expert advice. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities.
Overview
4
4
years of professional experience
Work History
Small Business Specialist
US Bank
Hollister/Watsonville
09.2023 - Current
- Develops new relationship opportunities through business development activities, provides comprehensive financial solutions to small businesses, combines digital and human tools to offer solutions to our business clients, outside prospecting and sales activity to grow in revenue, actively manages relationships with branch and business line partners and refers clients to Business Banking partners and/or other U.S Bancorp areas for additional needs.
Client Relationship Consultant
US Bank
Morgan Hill
07.2021 - 09.2023
- Building strong relationships with clients, providing personal financial counseling, providing consistent ideal client experiences, helping individual clients manage their money in order to balance financial risks and returns, building relationships with clients through prescient outreach and follow up, conduct individual financial analysis to determine appropriate loan and credit options, assisting in all areas of the bank including training during company merger
Personal Banker
Citibank
Morgan Hill
06.2020 - 07.2021
- Responsible for helping individual clients manage their money in order to balance financial risks and returns, provide personal financial counseling, build and deepen current client portfolios to sustain high satisfaction ratings and retention, build small businesses, help process loans and discover the needs of our clients, conduct individual financial analysis to determine appropriate loan and credit options
Teller
Bank of the West
San Jose
03.2020 - 06.2020
- Served customers by completing account transactions, provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recorded night and mail deposits, sold cashiers checks, closed accounts, took orders for checks
Education
Associate of Science - Criminal Justice
Gavilan College
Gilroy, CA09.2016
High School Diploma -
Central High School
Morgan Hill, CA06.2013
Skills
- Developing customer relationships
- Operations Management
- Social Media Marketing
- Customer Relationships
- Staff Management
- Relationship Building
- Teamwork and Collaboration
- Problem-Solving
- Problem-solving abilities
- Team Collaboration
Skillsacquired
- Finance and banking
- Customer service
- Strong sales and marketing skills
- Relationship building
- Management expertise
- Fraud prevention and risk
- Account management
- Problem solving
- High proficiency in a variety of cash handling processes
References
References Available Upon Request
Timeline
Small Business Specialist
US Bank
09.2023 - Current
Client Relationship Consultant
US Bank
07.2021 - 09.2023
Personal Banker
Citibank
06.2020 - 07.2021
Teller
Bank of the West
03.2020 - 06.2020
Associate of Science - Criminal Justice
Gavilan College
High School Diploma -
Central High School