Fredman Altamirano
Fontana,CA
Summary
Relationship-driven banking professional with experience in retail banking, business development, customer service, and branch operations. Skilled in identifying client needs, opening and servicing accounts, recommending tailored financial solutions, and building long-term relationships with personal and business clients. Bilingual in English and Spanish with a strong track record of exceeding sales and service goals, supporting branch growth, and delivering excellent customer experiences.
Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
10
10
years of professional experience
Work History
Retail Relationship Banker Officer
BMO
10.2022 - Current
- Manage client relationships by identifying financial needs and recommending tailored solutions that support retention, growth, and long-term satisfaction.
- Oversee account openings, account maintenance, servicing, and policy compliance in a fast-paced branch environment.
- Build internal and external relationships with branch partners, centers of influence, clients, and other business line partners to support referrals and business growth.
- Contribute to branch growth by exceeding sales and service goals through proactive relationship building and business development efforts.
- Recognized as Fiscal 2022 Top Performer for outstanding results and commitment to client experience.
- Use Microsoft Office tools and digital banking platforms to track performance, support reporting, and improve operational efficiency.
Universal Banker
Bank of the West
11.2021 - 10.2022
- Supported branch operations through daily transactions, account servicing, and client issue resolution.
- Identified customer needs and recommended appropriate products and services, including referrals for more complex financial solutions.
- Maintained strong compliance with banking policies and procedures while delivering an excellent customer experience.
- Assisted with new hire training and contributed to a team-focused environment that improved branch performance.
Barista / Shift Trainer
Starbucks
08.2016 - 10.2020
- Trained and coached team members on customer service standards, operational procedures, and workflow expectations.
- Managed daily store operations while maintaining timekeeping, compliance, and service consistency.
- Supported a positive team environment and contributed to strong customer satisfaction and repeat business.
Education
Bachelor of Science - Criminal Justice
California State University Los Angeles
Los Angeles, CA01.2020
Associate of Science - Administration of Justice
East Los Angeles Community College
Monterey Park, CA01.2018
Skills
- Relationship Management
- Business Development
- Account Opening and Servicing
- Customer Service and Retention
- Sales and Cross-Selling
- Branch Operations and Compliance
- Community Engagement
- Microsoft Office and Digital Banking Platforms
- Bilingual: English and Spanish
LEADERSHIP & COMMUNITY INVOLVEMENT
Represented the branch in local community events and organizations to strengthen community relationships and brand visibility., Fostered a positive, collaborative team environment through recognition, support, and engagement., Supported branch leadership responsibilities during absences to ensure smooth operations and sound decision-making.
Languages
Spanish
English
Timeline
Retail Relationship Banker Officer
BMO
10.2022 - Current
Universal Banker
Bank of the West
11.2021 - 10.2022
Barista / Shift Trainer
Starbucks
08.2016 - 10.2020
Bachelor of Science - Criminal Justice
California State University Los Angeles
Associate of Science - Administration of Justice
East Los Angeles Community College