CARLOS MAGAÑA CRUZ
Lancaster,CA
Summary
Banking professional with over 18 years of experience in the financial services industry, bringing a proven track record of reliability, adaptability, and a strong work ethic. Adept at working independently with minimal supervision and quickly mastering new systems and processes.Eager to embrace new challenges and contribute to organizational success through dedication, integrity, and a commitment to continuous improvement.
Overview
8
8
years of professional experience
Work History
Small Business Specialist
US Bank NA
Lancaster, CA
07.2023 - Current
- Identified areas where additional capital may be needed in order for a company to meet its goals.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Worked effectively in team environments to make the workplace more productive.
Float Banker
US Bank NA
Palmdale, California
07.2022 - 07.2023
- Achieved or exceeded personal sales goals on consistent basis.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Advised customers on bank products, services and financial planning options.
Client Relationship Consultant
US Bank NA
Lancaster, California
02.2022 - 07.2022
- Helped customers understand and use mobile applications and online banking.
- Ensured compliance with all regulatory requirements during the process of account opening and management.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Assistant Manager
US Bank NA
Lancaster, California
01.2017 - 02.2019
- Recruited and trained new employees to meet job requirements.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Worked effectively in team environments to make the workplace more productive.
Skills
- Critical thinking
- Problem resolution
- Customer Services
- Supervisory Experience
- Mentoring
- Coaching and Development
Timeline
Small Business Specialist
US Bank NA
07.2023 - Current
Float Banker
US Bank NA
07.2022 - 07.2023
Client Relationship Consultant
US Bank NA
02.2022 - 07.2022
Assistant Manager
US Bank NA
01.2017 - 02.2019