Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
THE BEST ABILITY IS AVAILABILITY
References
Timeline
Generic

IVAN SOTELO

LOS ANGELES,CA

Summary

Results-driven Relationship Banker known for exceptional productivity and efficiency in task completion. Specialize in customer relationship management, financial advising, and risk assessment to deliver optimal banking solutions. Excel in communication, problem-solving, and adaptability, ensuring seamless client interactions and satisfaction. Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Relationship Banker

Bank of America
MONTEREY PARK, CA
10.2022 - 11.2024
  • Built long-term relationships with customers by providing personalized service and support.
  • Implemented effective client retention strategies, reducing churn and fostering long-term loyalty.
  • Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
  • Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Advised customers on bank products, services and financial planning options.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.

Education

High School Diploma -

BISHOP MORA SALESIAN HIGH SCHOOL
LOS ANGELES
06-2021

Skills

  • Account closings
  • Relationship building and management
  • Policy development and implementation
  • Recordkeeping requirements
  • Account audits
  • Teller background
  • Credit assessment
  • Money handling
  • Loss prevention
  • Customer Service-oriented
  • Teller support
  • Cash handling
  • Banking
  • Sales expertise
  • Financial processes
  • Financial planning

Accomplishments

  • PINNACLE DIAMOND AWARD - A prestigious AWARD GIVING TO ONLY THE TOP BANK OF AMERICA ASSOCIATES OF THE ENTIRETY BANK OF AMERICA COMPANY ONLY THE BEST ASSOCIATES GET CHOSEN
  • We have successfully conducted numerous food drives and charitable events to support needy people. Our initiatives include preparing bags of canned food and turkeys for families facing difficulties and providing back-to-school supplies for children in need. Additionally, we engage in various community activities aimed at enhancing and uplifting our neighborhoods.We have successfully conducted numerous food drives and charitable events to support needy people. Our initiatives include preparing bags of canned food and turkeys for families facing difficulties and providing back-to-school supplies for children in need. Additionally, we engage in various community activities aimed at enhancing and uplifting our neighborhoods.

Certification

  • DIAMOND PINNACLE AWARD

Languages

English
Full Professional
Spanish
Professional
Chinese (Mandarin)
Limited

THE BEST ABILITY IS AVAILABILITY

  • I am extremely excellent when it comes to learning new and exciting things.
  • Extremely easy to teach and train me, as I spent a little more than a year and a bank center in Monterey Park, within 7 months my co-workers were able to teach me an abundance of Chinese mandarin even getting the pronunciation correct. What I mean by mentioning this is i am able to learn and absorb anything that i am put up to the test.

References

References available upon request.

Timeline

Relationship Banker

Bank of America
10.2022 - 11.2024

High School Diploma -

BISHOP MORA SALESIAN HIGH SCHOOL
IVAN SOTELO