Gerardo Galvez
Glendale
Summary
Dynamic professional with extensive experience at Bank of America, specializing in customer relationship management and regulatory compliance. Recognized for leading teams to optimize operations and significantly enhance client satisfaction. Strong financial product knowledge combined with effective communication skills has resulted in successful outcomes and lasting client connections. Committed to continuous improvement and the pursuit of excellence in client service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
Glendale
08.2024 - Current
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Processed customer requests for withdrawals or transfers from existing accounts.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
- Used currency-counting machine to count currency and received checks.
General Manager
Chipotle Mexican Grill
Peoria
06.2020 - 07.2024
- Directed daily procurement and inventory management tasks to improve client experiences.
- Ensured adherence to brand quality standards in service delivery.
- Held teams accountable to rules and regulations for safe, consistent service
- Built strong, resilient team by identifying and onboarding highly qualified candidates for key positions
- Deployed solid budget control strategies to achieve revenue and profit targets
- Resolved employee, customer and vendor disputes using strong mediation and problem-solving techniques
- Scheduled staff shifts to guarantee adequate capacity for ideal operations
- Led teams by example to deliver exceptional standard of work
- Oversaw daily operations of business, ensuring efficiency and productivity
- Mentored employees, providing guidance on career development and personal growth
Education
Diploma -
Ironwood High School
Glendale, AZ05.2020
Skills
- Business Administration
- Operations Oversight
- P&L Management
- Schedule Management
- Expense Control
- Team training and development
- Performance Evaluations
- Effective Communication
- Leadership
- Customer relationship management
- Regulatory compliance
- Cash handling
- Effective communication
- Financial product knowledge
- Relationship building and management
- Banking operations
Certification
- ServSafe Food Safety- Management
- Commissioned Notary
Languages
Spanish
Limited
Timeline
Relationship Banker
Bank of America
08.2024 - Current
General Manager
Chipotle Mexican Grill
06.2020 - 07.2024
Diploma -
Ironwood High School
Similar Profiles
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Andrew LabanceAndrew Labance
Financial Analyst at NATIONS BANK/ BANK OF AMERICAFinancial Analyst at NATIONS BANK/ BANK OF AMERICA
Andre S. ElphicAndre S. Elphic
Financial Center Assistant Manager at Bank of AmericaFinancial Center Assistant Manager at Bank of America
Michelle CameronMichelle Cameron
HR Recruiter Coordinator at K2 ElectricHR Recruiter Coordinator at K2 Electric