Kimberly G. Monroy
Los Angeles,CA
Summary
Results-driven banking professional with over 6 years in financial services, specializing in personalized banking solutions and complex transaction management. Proven ability to build strong client relationships and foster an environment of trust and support. Experienced in mentoring teams to elevate service standards and enhance a client-focused culture. Bilingual in English and Spanish, with an active California notary public commission, adding value to relationship-driven roles in private banking and wealth management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Assistant Vice President; Senior Banker
Bank of America
Los Angeles, California
07.2025 - Current
- Served as primary relationship manager for consumer and small business clients, aligning banking solutions with financial goals
- Conducted detailed financial needs assessments to identify opportunities in deposits, lending, liquidity, and credit
- Partnered closely with wealth management, mortgage, and specialty teams to deliver coordinated, high‑value financial solutions
- Guided clients through complex transactions with discretion, accuracy, and a strong commitment to regulatory compliance
- Maintained strict adherence to KYC, AML, and risk management policies to safeguard client interests and uphold institutional standards
- Utilized active California Notary Public commission to support the compliant execution of sensitive financial documentation
Officer; Relationship Banker
Bank of America
Los Angeles, California
01.2022 - 07.2025
- Identified clients' life and financial priorities, made personalized recommendations leveraging bank resources
- Ensure compliance with applicable laws and regulations while delivering optimal client service
- Mentored and trained new hires on operational tasks and error resolution, enhancing team capability
- Led lobby operations, guided clients to appropriate business and wealth management partners for tailored assistance
- Educate clients on self-service technologies and assist with simple transactions
- Consistently met or exceeded sales and service performance goals
Customer Service Representative
Bank of America
Los Angeles, California
06.2019 - 12.2021
- Delivered bilingual (Spanish/English) client service, enhancing trust and accessibility for diverse communities
- Managed high-volume daily financial transactions with strong focus on cash handling accuracy, operational controls, and transaction risk mitigation
- Maintained over 95% accuracy in teller balancing and vault reconciliation, ensuring compliance with internal audit and regulatory standards
- Identified large deposit and relationship growth opportunities, referring clients to bankers for account openings and tailored banking solutions
- Facilitated deepening of small business and consumer relationships by connecting clients with specialists to secure lending and deposit opportunities
Education
High School Diploma -
Dr. Olga Mohan High School
Los Angeles06.2014
Skills
- Client Relationship Management
- Account Management
- Pipeline Management
- Compliance & Risk Management
- Performance Management
- Notary Public
- Bilingual (English/Spanish)
- Referral Identification
- Client focus
Accomplishments
Pinnacle Award for exceptional performance, 2023
Certification
Notary Public (07/2028)
Affiliations
Consumer Investment Development Program (09/2024)
Timeline
Assistant Vice President; Senior Banker
Bank of America
07.2025 - Current
Officer; Relationship Banker
Bank of America
01.2022 - 07.2025
Customer Service Representative
Bank of America
06.2019 - 12.2021
High School Diploma -
Dr. Olga Mohan High School