Kevin Sandoval
Lake Forest,CA
Summary
I am an Associate Banker with experience in retail banking. I am a dedicated professional, focused on delivering exceptional customer satisfaction and providing high-quality service. I am determined to exceed expectations and take on greater responsibilities. I excel at building strong relationships with clients, managing daily transactions, and providing financial assistance for their everyday banking needs.
Overview
3
3
years of professional experience
Work History
Associate Banker-Market Expansion
Chase Bank
Laguna Niguel, California
12.2022 - Current
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Established strong relationships with customers to increase customer loyalty.
- Educated customers about the features and benefits of different types of banking products offered by the bank.
- Ensured compliance with banking regulations and procedures in daily operations.
- Helped customers understand and use mobile applications and online banking.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Assisted customers by answering banking questions and recommending solutions.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Maintained optimal financial controls by securing funds and making accurate transactions.
Sales Representative
Tax Relief Advocates
Irvine, CA
07.2022 - 12.2022
- Engaged clients to understand their tax relief needs and concerns.
- Educated clients on available tax relief programs and services.
- Maintained client records in the customer relationship management system.
- Supported marketing efforts by promoting services at community events.
- Answered inquiries from prospective customers regarding features of products and services offered.
- Generated new sales leads through cold calling and networking activities.
- Performed regular follow-ups with prospects to close deals in a timely manner.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Hooksett, NH10-2024
Associate of Arts - Business Management
Saddleback College
Mission Viejo, CA12.2017
High School Diploma -
Laguna Hills High School
Laguna Hills, CA06.2012
Skills
- Exceptional customer service
- Compliance knowledge
- Banking regulations
- Promoting products
- Cash handling
- Account closing process
- Consumer banking
- Relationship building
- Financial transactions
- Time management
- Reliable and punctual
- Friendly and outgoing
- Written and oral communication skills
- Excellent people skills
- Problem-solving skills
Languages
- English
- Spanish
Languages
English
Professional
Spanish
Professional
Timeline
Associate Banker-Market Expansion
Chase Bank
12.2022 - Current
Sales Representative
Tax Relief Advocates
07.2022 - 12.2022
Bachelor of Science - Business Administration
Southern New Hampshire University
Associate of Arts - Business Management
Saddleback College
High School Diploma -
Laguna Hills High School
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