Brian Sandoval
Miami Lakes,FL
Summary
Results-oriented professional with experience in banking, customer service, and real estate. Skilled in managing cash transactions, enhancing customer experiences, and leveraging technology for operational efficiency. Quickly adapts to new industries and processes. Seeking to apply expertise in financial services and banking operations to support organizational growth.
Overview
5
5
years of professional experience
Work History
Financial Advisor Assistant
Corebridge Financial
Miami, Florida
02.2025 - Current
- Coordinated client onboarding processes to improve service delivery efficiency.
- Prepared financial reports to support advisors in decision-making.
- Managed advisor schedules to maximize productivity and client engagement.
- Processed deposits into customer accounts based on advisor and customer instructions.
- Supported efforts to attract high-deposit clients, contributing to business growth.
- Conducted compliance checks on financial documentation to ensure regulatory adherence.
Associate Banker
Jp Morgan Chase Bank
Miami, Florida
11.2023 - 11.2024
- Developed strong client relationships through personalized financial solutions and prompt inquiry resolution.
- Engaged proactively with clients to achieve individual and branch sales targets.
- Utilized advanced banking systems to improve transaction efficiency and maintain accurate client records.
- Collaborated with team members to streamline operations, resulting in improved service delivery.
Cashier
Publix
Southwest Ranches, FL
08.2021 - 10.2023
- Executed cashiering transactions with precision, ensuring quick and accurate service for customers.
- Provide exceptional customer service by addressing inquiries, resolving issues, and ensuring a positive shopping experience.
- Adhered to company standards for cash handling and customer service protocols, contributing to operational efficiency.
- Collaborated with team members to maintain store cleanliness and effectively organize product displays, enhancing customer experience.
Internship
Popular Bank
Miami, Florida
06.2022 - 08.2022
- Engaged with managers and bank branch leaders to gather insights into banking operations and strategic decision-making processes.
- Analyzed banking procedures and practices to identify opportunities for improvement.
- Participated in team meetings and brainstorming sessions to contribute ideas for enhancing customer service and operational effectiveness.
- Conducted observations across various departments to understand operational roles and responsibilities within the banking environment.
Education
Associate of Arts -
Miami-Dade-College
Kendall06-2023
High School Diploma -
Barabara Goleman Senior High
Miami, FL06-2023
Skills
- Banking operations
- Regulatory compliance
- Cash management
- Client management
- Account management
- Sales strategies
- Problem solving
- Risk assessment
- Team collaboration
- Customer service and support
Awards
- NAFTrack Certification
- Microsoft Word, PowerPoint & Excel Certified
- ABA bank teller certificate
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Financial Advisor Assistant
Corebridge Financial
02.2025 - Current
Associate Banker
Jp Morgan Chase Bank
11.2023 - 11.2024
Internship
Popular Bank
06.2022 - 08.2022
Cashier
Publix
08.2021 - 10.2023
Associate of Arts -
Miami-Dade-College
High School Diploma -
Barabara Goleman Senior High