Daniel Virrueta
Lake Forest,CA
Summary
Results-driven professional with a passion for surpassing challenging goals and consistently exceeding performance benchmarks to drive profitability and minimize losses. Seeking an opportunity with a forward-thinking company that values growth and enables effective leveraging of strengths.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
04.2024 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Pioneered digital banking tutorial for clients, facilitating shift towards digital platforms.
Sales Generalist Advisor
Best Buy
10.2022 - 02.2024
- Supervising coworkers while also maintaining customer service needs
- Providing up-to-date information on new products, ensuring accurate suggestions are given
- Actively fix or diagnose issues with client hardware and software that could not see Geek Squad due to policy restraints
- Conducted market research to identify emerging trends, capitalize on growth opportunities, and maintain a competitive edge.
Client Relations Consultant III NMLS
US Bank
02.2022 - 07.2022
- Worked with clients to create financial plans to ensure customer made and exceeded their goals
- Find the right financial solutions for each customer to avoid client loss
- Actively maintained all relevant documents ensuring proper procedures were taken for retained goods
- Built business relations with customers and small business bankers
Teller
Wells Fargo
05.2019 - 06.2021
- Taught how to balance a register and maintain a cash vault to branch standards
- Also assisted with day-to-day activities in the branch regarding upkeep
- Shown how to understand 'Normal' customer behavior to detect suspicious activities
- Built great relationships with regular customers
Education
Codecademy
11.2024
Freecodecamp
11.2024
GED -
Northwood High School
Irvine, CA06.2016
Skills
- Customer Service-oriented
- Microsoft Word
- Relationship building and management
- Microsoft Excel
- Goal oriented
- Microsoft Outlook
- Teamwork and collaboration
- Records maintenance
- Information gathering
- McAfee, Bitdefender, Avast
Accomplishments
- Achieved Circle of Excellence multiple times by maintaining and improving branch efficiency, risk management, record keeping, and following procedures.
Goals
I enjoy taking on challenging goals and ensuring each category benchmark will be exceeded to maximize profit and minimize losses. I am looking for a company to grow for me to utilize my strengths.
Timeline
Relationship Banker
Bank of America
04.2024 - Current
Sales Generalist Advisor
Best Buy
10.2022 - 02.2024
Client Relations Consultant III NMLS
US Bank
02.2022 - 07.2022
Teller
Wells Fargo
05.2019 - 06.2021
Freecodecamp
GED -
Northwood High School
Codecademy
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