Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Everardo Magana

Fillmore,CA

Summary

Dynamic professional with extensive experience in banking and client relationship management. Skilled in analyzing customer needs and streamlining processes to drive merchant sales efficiency. Committed to mentoring and developing team members to achieve excellence in referrals.

Overview

10
10
years of professional experience

Work History

Business Solutions Advisor

Bank of America
12.2019 - Current
  • Analyzed customer needs to develop tailored banking solutions and improve service delivery.
  • Collaborated with cross-functional teams to enhance operational efficiency and streamline processes.
  • Led morning briefs for staff on new offers and best practices, fostering a culture of continuous improvement.
  • Mentored team members, enhancing their skills in customer relationship management.



Relationship Banker Officer

Union Bank
06.2017 - 12.2019
  • Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
  • Lead in merchant referrals and booking with branch merchant representative.
  • Assisted clients with account management, transactions, and financial product inquiries daily.
  • Provided tailored financial solutions based on individual client needs and goals.
  • Bi-Weekly connects with partners to develop best practices and provide seamless process.


Assistant Manager

Bank of America
01.2016 - 06.2017
  • Led team initiatives to enhance customer service quality and operational efficiency.
  • Mentored junior staff, fostering skill development and knowledge sharing.
  • Analyzed financial data and trends to inform strategic decision-making processes.
  • Managed client relationships, addressing concerns and enhancing overall satisfaction.
  • Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.

Education

Bachelor of Science - Marketing

California State University Northridge
Northridge, CA
05-2007

Skills

  • Client Needs Analysis
  • Cross-Selling & Upselling
  • Business analysis
  • Lead Generation
  • Merchant Statement Reviewing Skills
  • Adaptability and Attention to Detail
  • Covered 3 branches with exceptional follow up process and connects

Languages

Spanish
Full Professional

Timeline

Business Solutions Advisor

Bank of America
12.2019 - Current

Relationship Banker Officer

Union Bank
06.2017 - 12.2019

Assistant Manager

Bank of America
01.2016 - 06.2017

Bachelor of Science - Marketing

California State University Northridge