LEELAND BEENEY
Vista,CA
Summary
Dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at trouble shooting problems and building successful solutions. Excellent verbal and written communication with strong background cultivating positive relationships and exceeding goals.
Overview
9
9
years of professional experience
Work History
Senior Banker
Bank Of America, N.A.
06.2019 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- 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.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Relationship Banker
Bank Of America, N.A.
08.2017 - 01.2019
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Lead Teller
Bank Of America, N.A.
10.2015 - 07.2017
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
Education
High School Diploma -
San Marcos High School
San Marcos, CA05.2006
Skills
- Operational Efficiency
- Analyzing data
- Customer Relationship Management
- Team member development
- Risk management policies
- Portfolio Management
- Critical Thinking
- Coaching and Mentoring
Timeline
Senior Banker
Bank Of America, N.A.
06.2019 - Current
Relationship Banker
Bank Of America, N.A.
08.2017 - 01.2019
Lead Teller
Bank Of America, N.A.
10.2015 - 07.2017
High School Diploma -
San Marcos High School