Open To Work
Genaro Ibarra
Pleasanton,CA
Summary
Operations-focused financial services professional with 9+ years of combined Bank of America experience supporting branch and wealth management teams. Skilled in transaction processing, organizing, reconciliation, research, documentation review, compliance, and proactive client communication. Known for accuracy, organization, and ability to manage multiple operational tasks independently while ensuring high-quality client service.
Overview
13
13
years of professional experience
Work History
Relationship Banker
Bank of America
Pleasanton, California
2022 - Current
- Perform daily transaction processing, account maintenance, and operational support in compliance with KYC, AML, FDIC, FINRA, RSNIP, and NPPI guidelines
- Respond to client inquiries via multiple channels, providing timely resolution and escalating complex issues appropriately
- Conduct routine research, follow-ups, and documentation review to resolve operational requests, ensure data accuracy, and support quality assurance
- Make outbound calls to clients to follow up on requests, provide account updates, and resolve operational inquiries
- Partner with Financial Advisors and internal teams to support onboarding, account servicing, and administrative tasks
- Identify potential operational risks and escalate issues to maintain compliance and service quality
- Selected as Reserve Cash Custodian (RCC), responsible for ATM cash reconciliation, controls, and risk mitigation
- Provide general operational support, including handling inbound client calls, mail distribution, and workflow coordination
- Manage multiple operational tasks independently, prioritize competing requests, and ensure timely completion with accuracy
- Mentor and support new hires on processes, compliance, and documentation standards
Flight Attendant
United Airlines
San Francisco, California
2020 - 2021
- Maintained 100% safety and regulatory compliance in a high-pressure, fast-paced environment
- Strengthened conflict resolution, communication, and organizational skills applicable to financial operations
- Managed multiple competing priorities independently while delivering high-quality service
Teller
Bank of America
Pleasanton, California
2015 - 2020
- Processed high-volume transactions accurately while maintaining operational controls and compliance standards
- Supported daily branch operations and ensured documentation and records integrity
- Developed foundational banking knowledge and strong attention to operational detail
- Assisted with workflow coordination and problem resolution to maintain operational efficiency
Education
Associate's Degree - Business
Chabot & Las Positas College
Hayward, CA05-2017
High School Diploma -
Livermore High School
Livermore, CASkills
- Transaction Processing & Reconciliation
- Operational Support & Issue Resolution
- Research, Follow-Up & Quality Assurance
- Documentation & Data Accuracy
- Outbound & Inbound Client Communication
- Compliance & Risk Awareness (KYC, AML, NPPI)
- CRM Systems (Salesforce, Bank Internal Platforms)
- Multi-tasking & Prioritization
- Independent Problem Solving & Workflow Coordination
- High Organizational Skills
- Effective communication
- Attention to detail
- Teamwork and collaboration
- Multiple task prioritization
Certifications And Achievements
- FAA Flight Attendant Certification License (2020)
- Certified Spanish Translator
- Notary Public License (In Progress)
- Recognized by Bank of America for Outstanding Client Service & Operational Excellence
- Participant, Bank of America Chicago Marathon (2024 & 2025)
- Maintained 100% Safety Compliance Record during aviation tenure
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridTimeline
Relationship Banker
Bank of America
2022 - Current
Flight Attendant
United Airlines
2020 - 2021
Teller
Bank of America
2015 - 2020
Associate's Degree - Business
Chabot & Las Positas College
High School Diploma -
Livermore High School