Leonardo Quiroz Sandoval
Glendale,CA
Summary
Dynamic banker with expertise in relationship building and sales strategy. Managed a diverse portfolio of high-net-worth clients, enhancing customer satisfaction and generating referrals through customized financial solutions and effective problem-solving.
Overview
7
7
years of professional experience
Work History
Relationship Manager
Bank of America
Pasadena, California
03.2024 - 03.2025
- Proactively identified client needs, increasing cross-selling success with tailored financial solutions.
- Addressed customer complaints and disputes, fostering satisfaction and loyalty.
- Collaborated with branch team to achieve sales targets and improve overall performance.
- Pioneered digital banking tutorials, facilitating client transition to digital platforms.
- Updated knowledge of banking products and industry trends to deliver informed client advisory.
Senior Banker
Bank of America
Los Angeles, California
01.2022 - 10.2023
- Oversaw diverse portfolio of high-net-worth individuals, addressing banking and investment needs.
- Cultivated lasting client relationships, expanding customer base and increasing referrals.
- Proactively pitched new products and services to enhance sales performance.
- Provided exceptional service, resolving complex issues promptly to maintain client trust.
Universal Banker
Citi Bank
Glendale, California
06.2021 - 12.2021
- Opened checking, savings, money market, and certificate of deposit accounts to enhance onboarding experience.
- Cashed checks, accepted deposits, and processed withdrawals while ensuring daily transaction accuracy.
- Provided personalized banking solutions, promptly addressing client needs to boost customer satisfaction.
- Supported branch operations by maintaining compliance with federal and state regulations and bank policies.
Relationship Banker
Bank of America
Los Angeles, California
03.2019 - 09.2020
- Strengthened client relationships through personalized banking solutions and exceptional service.
- Guided customers in meeting financial goals by recommending tailored products.
- Achieved high customer satisfaction ratings by promptly addressing concerns with empathy.
- Updated knowledge of banking products and industry trends to provide informed client advice.
Bank Teller
Bank of America
Los Angeles, California
07.2018 - 02.2019
- Processed customer transactions with precision and efficiency.
- Assisted customers with inquiries regarding accounts and products.
- Balanced cash drawer daily to ensure accurate financial reporting.
- Promoted bank services to increase customer engagement and satisfaction.
Education
Some College (No Degree) - Business Management
California State University, Northridge
Northridge, CASkills
- Client and relationship management
- Sales strategy and forecasting
- Product knowledge
- Problem solving
- Team collaboration
- Compliance expertise
Accomplishments
- Facilitated new customer service initiatives that resulted in a 95% customer satisfaction ratings.
- Awarded "Pinnacle Financial Canter" Award in 2024.
- Achieved Circle of Excellence award through effectively helping with exceeding all individual metrics.
Languages
Spanish
Languages
Spanish
Full Professional
Timeline
Relationship Manager
Bank of America
03.2024 - 03.2025
Senior Banker
Bank of America
01.2022 - 10.2023
Universal Banker
Citi Bank
06.2021 - 12.2021
Relationship Banker
Bank of America
03.2019 - 09.2020
Bank Teller
Bank of America
07.2018 - 02.2019
Some College (No Degree) - Business Management
California State University, Northridge