Byron Sanchez
Lake Elsinore
Summary
Dynamic Sales Professional with a solid foundation in Finance and a track record of exceeding performance goals. Expertise in consultative sales and relationship management, driving revenue growth through identifying client needs. Proven ability to generate referrals while delivering exceptional customer experiences. Bilingual communicator, adept at fostering lasting client relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Member Service Representative
Navy Federal Credit Union
03.2021 - Current
- Consistently exceeded branch goals by leveraging consultative sales techniques, leading to 12 investment service referrals in 2025 with an 82% qualification rate.
- Build rapport with clients, serving as a trusted advisor to identify and recommend financial products and services tailored to member needs and exceed branch targets when onboarding new members, receiving higher percentage of individuals opening Credit Cards, Consumer Loans, and Checking Accounts than regional average.
- Specialized in IRA/Trust products, driving growth by educating members and facilitating account openings, rollovers, and transfers.
- Delivered 100% satisfaction ratings from client surveys through attentive listening, empathy, and proactive problem-solving.
- Recognized with multiple awards including the 2022 San Diego North Compass Award and 2025 San Diego North ACE Award for excellence in client service.
Back of House Team Lead
Chick-Fil-A
11.2019 - 03.2021
- Enhanced customer experience quality through effective training and staff leadership.
- Increased team productivity by strategically assigning roles to leverage individual strengths.
- Developed strong interpersonal skills through early leadership and people management experience.
Education
Bachelor of Science - Finance with Financial Planning Option
Oregon State University
06.2027
Associate of Science - Business Administration
Mt. San Jacinto College
06.2024
Skills
- Bilingual communication in Spanish
- Consultative sales expertise
- Customer Relationship Management
- Financial Product Knowledge
- Microsoft Word, Excel, PowerPoint
- Customer service
- Relationship building
- Customer support
- Database management
Certification
The Externship – Amplified Planning Virtual | Summer 2025
• Gained 500 hours of hands-on financial planning experience, working with industry tools (eMoney, Asset-Map, Redtail, EncorEstate Plans, Morningstar Workstation).
• Observed real client meetings and developed financial deliverables across investments, insurance, retirement, and estate planning.
Timeline
Member Service Representative
Navy Federal Credit Union
03.2021 - Current
Back of House Team Lead
Chick-Fil-A
11.2019 - 03.2021
Associate of Science - Business Administration
Mt. San Jacinto College
Bachelor of Science - Finance with Financial Planning Option
Oregon State University