Summary
Overview
Work History
Education
Skills
Languages
Leadership Experience and Involvement
Timeline
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Kaleb Garcia

Portland,OR

Summary

Banking professional prepared to excel in a client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention and relationship building. Known for reliable adaptability to changing needs. Skilled in financial analysis and customer engagement. Highly interpersonal with empathy and care for both clients and peers.

Overview

8
8
years of professional experience

Work History

Relationship Banker

Bank of America
Portland
02.2025 - Current
  • Cultivated strong customer relationships through personalized financial guidance and product recommendations.
  • Managed complex client needs by providing tailored banking solutions and facilitating account maintenance.
  • Trained and mentored new bankers on compliance protocols and customer service best practices.

Bilingual Sales Associate

Sherwin Williams
Eugene
09.2020 - 06.2024
  • Delivered exceptional customer service in English and Spanish, enhancing client satisfaction and loyalty.
  • Assisted customers in selecting paint products based on specific project requirements and preferences.
  • Maintained knowledge of current promotions, product features, and inventory levels to support sales efforts.

Server

Homewood's on the Willamette
Portland
08.2018 - 08.2022
  • Provided attentive customer service, ensuring positive dining experiences for all guests.
  • Trained new servers on menu items, service standards, and restaurant protocols.
  • Managed multiple tables efficiently, prioritizing guest needs during peak hours.

Education

Bachelor Degree - Communications, Business Administration

University of Oregon
Eugene
06.2024

Skills

  • Customer Service-oriented
  • Sales expertise
  • Fluent bilingualism
  • Cross-cultural awareness
  • Relationship building and management
  • Financial advising
  • Empathy and patience
  • Critical thinking
  • Organizational skills
  • Product knowledge

Languages

Spanish
English
Italian
Portuguese

Leadership Experience and Involvement

Beta Theta Pi Leadership Roles:

  • Live In Director
  • Housing Manager
  • Vice President of Programming
  • Chapter Advisor

Timeline

Relationship Banker

Bank of America
02.2025 - Current

Bilingual Sales Associate

Sherwin Williams
09.2020 - 06.2024

Server

Homewood's on the Willamette
08.2018 - 08.2022

Bachelor Degree - Communications, Business Administration

University of Oregon