Leonardo Sanchez
Los Angeles,CA
Summary
Accomplished Relationship Banker with more than six years of expertise in financial services, has a focus on providing exceptional client experience with a proven track record in supporting clients through tailored opportunities utilizing bank products and services. Recognized for achieving Circle of Excellence for three consecutive quarters and awarded for operational excellence.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank of America
03.2022 - Current
- Honing and refining the client management process that allows a strong foundation for future returning clientele, seamlessly implementing a spectrum of risk and regulatory compliance during day to day operations.
- Proactively identifying client opportunities, referring them to appropriate specialists, and contributing to revenue growth.
Client Service Representative
Bank of America
07.2018 - 03.2022
- Learned the banking industry from its foundational level, which has allowed me to cultivate an understanding on the importance of risk management and regulatory compliance.
- Educated customers on self-service banking options, digital tools, and financial products to enhance their banking experience.
Education
Bachelor of Science - Business Management
California State University - Northridge
Northridge, CASkills
- Client Experience
- Client Management Process
- Risk Management
- Cross-Selling Expertise
- Regulatory Compliance
- Financial Analysis
Timeline
Relationship Banker
Bank of America
03.2022 - Current
Client Service Representative
Bank of America
07.2018 - 03.2022
Bachelor of Science - Business Management
California State University - Northridge
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