Kevin Leahy
Alameda,USA
Summary
Results-driven Business Solutions Advisor with extensive experience supporting business clients through consultative relationship management, client onboarding, and financial solution delivery. Proven ability to build and maintain strong client relationships, identify growth opportunities, and collaborate with cross-functional partners to enhance client satisfaction, retention, and revenue growth. Experienced in KYC, AML, Customer Due Diligence, account servicing, and operational risk management while ensuring data accuracy and regulatory compliance. Recognized for strong communication, attention to detail, problem-solving abilities, and the capacity to manage multiple priorities in a fast-paced banking environment. Proficient in Microsoft Office Suite and committed to delivering exceptional client experiences while supporting organizational goals.
Overview
4
4
years of professional experience
Work History
Business Solution Advisior
Bank of America
Alameda, CA
11.2024 - Current
- Partner with internal business teams and specialists to resolve complex client service issues, ensuring timely and effective solutions while maintaining a high standard of client experience.
- Support client onboarding activities by collecting, reviewing, and validating required documentation to ensure accuracy, completeness, and compliance with bank policies and regulatory requirements.
- Maintain accurate client records and ensure data integrity within bank systems through diligent review of account information, documentation, and client updates.
- Assist clients with account opening and maintenance processes while facilitating communication between clients and internal support teams.
- Apply Know Your Client (KYC) and Customer Due Diligence (CDD) procedures to support risk management objectives and regulatory compliance standards.
- Adhere to Anti-Money Laundering (AML) policies by identifying potential risk indicators, escalating concerns when appropriate, and ensuring completion of required due diligence activities.
- Conduct research on prospective and existing business clients to identify opportunities for deposit growth, treasury services, lending solutions, and other banking products.
- Generate qualified referrals and sales opportunities through proactive client engagement and relationship deepening strategies.
- Collaborate with business partners across multiple departments to support operational efficiency, client retention, and market growth objectives.
- Assist in identifying and mitigating operational and fraud-related risks through adherence to established policies and procedures.
- Manage relationships with small business clients by identifying financial needs and delivering tailored banking solutions that support client retention, satisfaction, and revenue growth.
SENIOR BANKER/SENIOR BANKER II
Bank of America
San Leandro
01.2023 - 11.2024
- Opening new accounts while maintaining current clients
- Clearly articulating ideas and solutions both verbally and written
- Assessing all situations while staying in compliance to mitigate risk
- Helping clients with their initial needs and future needs through meaningful conversations
- Providing product offers and suggestions while being an enthusiastic collaborator
- Identify small business and consumer opportunities
- Proactively calling clients to build better relationships
- Strong ability to master software efficiently
- Pro-actively documenting complaints to help the team better
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty
- Active role in driving sales targets by proactively pitching new products/services to existing and prospective clients
Education
Associate Degree -
Merritt College
Oakland, CA12-2024
High School Diploma -
Encinal High School
Alameda, CA06-2007
Skills
- Team Leadership & Coaching
- Business Development
- Relationship Management
- Sales Performance Management
- Commercial & Small Business Banking
- Lending Solutions
- Treasury Services
- Client Acquisition & Retention
- Strategic Planning
- Risk Management & Compliance
- Cross-Functional Collaboration
- Performance Improvements
Accomplishments
- Senior Banker II Outbound Sales Graduate
- Vehicle Salesperson License
- Certificate of Completion - Commercial Real Estate Fellows Program
Timeline
Business Solution Advisior
Bank of America
11.2024 - Current
SENIOR BANKER/SENIOR BANKER II
Bank of America
01.2023 - 11.2024
High School Diploma -
Encinal High School
Associate Degree -
Merritt College