Cristal Bueno
Los Angeles,CA
Summary
Banking Advisor with extensive experience at Bank of America, specializing in financial analysis and customer relationship management. Proven ability to create customized financial plans and conduct seminars that significantly improve client satisfaction and contribute to business growth. Bilingual and adept at navigating fast-paced environments, ensuring effective communication and service delivery.
Overview
11
11
years of professional experience
Work History
Banking Advisor
Bank of America
Brea, California
08.2019 - 07.2025
- Reviewed credit applications for accuracy prior to approval submission.
- Analyzed customer financial situations to identify optimal solutions.
- Developed and implemented financial plans, supporting short-term and long-term objectives.
- Established relationships through exceptional customer service delivery.
- Organized seminars on budgeting, retirement planning, and debt management.
- Executed approximately 160 outbound and inbound calls daily to assist with financial and small business loans.
- Assessed customer accounts to devise effective financial strategies for optimal outcomes.
- Develop and maintain a deep understanding of Bank of America's consumer product offerings, including loans.credit cards, and savings accounts
Assistant Manager
American Royalty Transportation
Los Angeles, California
03.2014 - 02.2018
- Supervised daily operations, overseeing shift scheduling and duty assignments.
- Ensured compliance with safety regulations and company policies across all functions.
- Guided junior staff on tasks and project objectives to improve performance.
- Organized training sessions for new hires to support effective acclimation.
- Collaborated with management to develop strategic plans for achieving business objectives.
- Oversaw financial operations, including generating invoices and processing payments.
- Scheduled routine maintenance and repairs on equipment to maintain operational efficiency.
- Ensured transportation buses complied with state maintenance regulations.
Education
Bachelor of Arts - Sociology
California State University, Los Angeles
Los Angeles, CA08-2018
Associate of Science - Law And Society
California State University, Los Angeles
Los Angeles, CA07-2016
Skills
- Bilingual customer support
- Problem solving
- Financial reporting
- Typing speed of 96 WPM
- Team collaboration
- Positive attitude
- Adaptability
- Computer proficiency
Affiliations
- 3.8 GPA Member of University Honor Society
References
References available upon request.
Timeline
Banking Advisor
Bank of America
08.2019 - 07.2025
Assistant Manager
American Royalty Transportation
03.2014 - 02.2018
Bachelor of Arts - Sociology
California State University, Los Angeles
Associate of Science - Law And Society
California State University, Los Angeles
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