Kevin Cordova
Los Angeles,CA
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Relationship Banker
BMO
Los Angeles
09.2022 - Current
- Cultivated and maintained strong customer relationships, consistently delivering personalized banking solutions to meet individual financial needs
- Achieved and exceeded sales targets by identifying cross-selling opportunities, effectively promoting various banking products and services
- Conducted thorough financial assessments for customers, offering expert guidance on savings accounts, checking accounts, loans, and credit cards
- Ensured efficient branch operations by processing routine banking transactions, providing exceptional customer service, and educating clients on self-service options
- Addressed customer inquiries, concerns, and complaints promptly, showcasing strong problem-solving skills and collaborating with internal teams for resolutions.
Life Insurance Sales Representative
BenefitsAllIn
Cincinnati, OH
03.2021 - 09.2022
- Proactively updated job knowledge to stay informed about new products and services in the life insurance industry
- Maintained a rigorous schedule, ensuring timely calls and effective communication with clients
- Developed, educated, and provided tailored plans to clients based on their specific needs
- Played a pivotal role in achieving company sales goals during enrollment windows, successfully selling additional benefits
- Demonstrated strong interpersonal skills by maintaining calm conversations and deescalating problems with clients
- Formulated and executed marketing strategies, promoting new insurance contracts and suggesting additions/changes to existing ones.
Site Coordinator
HEALTH TALENT 2
Los Angeles, CA
06.2018 - 02.2021
- Managed 1000+ employees, optimizing operations and ensuring high performance standards
- Implemented a system for professional assignment completion, streamlining workflow and enhancing productivity
- Conducted client meetings monthly to ensure quality service and promptly address concerns
- Collaborated with payroll to resolve payment discrepancies, demonstrating meticulous attention to detail and financial accuracy.
Realtor Assistant
BEEHIVE GROUP & INVESTMENTS
Los Angeles, CA
01.2014 - 01.2016
- Created detailed expense-tracking spreadsheets in Excel for efficient financial organization
- Provided exceptional customer service and assisted in document processing, ensuring smooth operations
- Organized and maintained a comprehensive log of computer and mail leads, optimizing lead management
- Analyzed marketing strategies for effectiveness, contributing valuable insights for future planning
- Executed business development and outreach initiatives, contributing to organizational growth.
Education
Bachelor of Science - Business Management with Finance Emphasis
Brigham Young University
12.2017
Skills
- Analytical Skills
- Real Estate Finance
- Cash Flow Management
- Decision Making
- Time Management abilities
- Operations Management
- Investment Advisory
- Independent/Team Contributor
- Financial Accounting/Planning
- Creative/Analytical Thinking
- Customer Acquisition
Computertechnicalskills
- Excel
- QuickBooks
- Financial Calculator
- Word
- PowerPoint
Knowledgecapabilities
- Analysis
- Real Estate Finance
- Decision Making
- Time Pressure Efficient
- Operations Management
- Investments
- Cash Flow
- Independent/Team Contributor
- Financial Accounting
- Customer Service
- Customer Acquisition
- Bilingual English/Spanish
Personal Information
Title: Financial Analyst
Languages
Spanish
Professional
Timeline
Relationship Banker
BMO
09.2022 - Current
Life Insurance Sales Representative
BenefitsAllIn
03.2021 - 09.2022
Site Coordinator
HEALTH TALENT 2
06.2018 - 02.2021
Realtor Assistant
BEEHIVE GROUP & INVESTMENTS
01.2014 - 01.2016
Bachelor of Science - Business Management with Finance Emphasis
Brigham Young University
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