KRISTIAN ARGUELLO
Menlo Park,United States
Summary
Sharp banking professional whose talents shine in a competitive, innovative and creative environment. Track record of increasing sales, improving client retention and growing customer base.
Overview
15
15
years of professional experience
Work History
Relationship Manager
Citibank
San Mateo, CA
10.2020 - 11.2021
- Educated clients on Citibank's products, including savings, checking, loans, and investment services, to help them achieve financial wellness
- Processed transactions accurately and efficiently while ensuring compliance with banking regulations and company policies
- Analyzed client portfolios to identify opportunities for financial growth, risk management, and long-term planning
Business Banking Relationship Manager
Excite Credit Union
San Jose, CA
11.2023 - 01.2025
- Strengthened partnerships with nonprofit organizations, small businesses, and community stakeholders to advance economic development and financial inclusion
- Monitored member and partner satisfaction, ensuring the delivery of high-impact services aligned with the mission of the CDFI
- Represented the organization at community events, workshops, and forums, building trust, and advocating for equitable financial access
Relationship Banker
JPMorgan Chase
Redwood City, CA
05.2022 - 11.2023
- Served as a main point of contact for a select group of Chase's affluent clients, as well as other customers in the branch
- Managed their complete banking relationship across the company, utilizing a proactive, disciplined approach to generate growth in their balances
- Acquired new clients by actively soliciting referrals and developing internal and external sources
Consumer Lending Specialist
San Mateo Credit Union
Redwood City, CA
04.2017 - 01.2020
- Received, processed, and evaluated member loan requests via all delivery channels currently available (telephone, internet, fax, and mail)
- Served as a source of information for loan decisions, membership eligibility and requirements, member inquiries, and Credit Union products and services
- Was responsible for processing, following up, and funding loans
Premier Banker
Wells Fargo Bank
San Jose, CA
05.2012 - 07.2016
- Provided personalized financial guidance to affluent clients, focusing on wealth management, investment strategies, and banking solutions to meet their unique needs and goals
- Partnered with internal teams, such as financial advisors and private bankers, to deliver a comprehensive and seamless client experience
- Consistently achieved performance metrics for client satisfaction, portfolio growth, and revenue generation
Business Banking Specialist
Wells Fargo Bank
Redwood City, CA
07.2010 - 05.2012
- Partnered with small to medium-sized business clients to provide customized financial solutions, including business loans, lines of credit, cash management, and deposit products
- Collaborated with internal teams to streamline loan approvals, credit decisions, and client onboarding processes
- Ensured compliance with regulatory standards and internal policies, maintaining a strong focus on risk management and ethical practices
Education
High School -
REDWOOD HIGH SCHOOL
Redwood City, CA, United StatesSkills
- Client relationship management and cross-selling
- Regulatory compliance (AML, KYC)
- Adaptability to fintech and digital banking trends
- Ethical and confidential conduct
- Risk management (Credit, Operational, Compliance)
- Time management and multitasking
Timeline
Business Banking Relationship Manager
Excite Credit Union
11.2023 - 01.2025
Relationship Banker
JPMorgan Chase
05.2022 - 11.2023
Relationship Manager
Citibank
10.2020 - 11.2021
Consumer Lending Specialist
San Mateo Credit Union
04.2017 - 01.2020
Premier Banker
Wells Fargo Bank
05.2012 - 07.2016
Business Banking Specialist
Wells Fargo Bank
07.2010 - 05.2012
High School -
REDWOOD HIGH SCHOOL
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