LUIS BUSTOS CAMPOS
Charlotte,NC
Summary
Detail-oriented financial services professional with over five years of experience in banking and customer service. Proven expertise in managing client portfolios, conducting financial analysis, and ensuring compliance with regulatory standards, including AML and KYC protocols. Adept at leveraging digital platforms for fraud prevention and transaction monitoring. Bilingual in English and Spanish, with strong problem-solving, communication, and teamwork skills. Ready to contribute to a fast-paced Loan Closing Associate role by focusing on risk management, regulatory compliance, and enhancing operational efficiency.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Truist
08.2023 - Current
- Managed a portfolio of client accounts, providing comprehensive financial advice to optimize their financial well-being
- Implemented digital banking solutions to enhance customer experience and streamline banking operations
- Conducted financial analysis to recommend personalized banking products and services
- Consistently exceeded sales goals and client satisfaction targets
- Prepared comprehensive financial profiles for each client based on gathered information and data analysis
Retail Banker
Woodforest
11.2022 - 08.2023
- Delivered exceptional customer service, managed client portfolios, and addressed account-related inquiries
- Identified opportunities for relationship expansion through cross-selling of financial products
- Managed risk by adhering to all banking regulatory requirements, including anti-money laundering (AML) protocols and know your customer (KYC) standards, safeguarding against potential financial threats
Sous-Chef
Bad Daddy's Burger Bar
06.2020 - 11.2022
- Managed kitchen inventory and budgeting, ensuring cost-effectiveness and waste reduction, reflecting financial management skills critical in banking
- Trained new staff on kitchen protocols and culinary techniques, showing a commitment to development and education, akin to training bank teammates and clients on new financial products and services
- Ensured compliance with health and safety regulations, mirroring the importance of adhering to regulatory standards in the banking industry
Fulfillment Associate
Amazon
09.2019 - 01.2021
- Assisted in training new employees on fulfillment processes and best practices, highlighting leadership skills and the ability to mentor others
- Implemented safety protocols in warehouse operations, ensuring a secure working environment, parallel to maintaining security and confidentiality in banking transactions
Assistant Manager
Zaxby's
01.2016 - 09.2019
- Set sales goals, managed staff performance, and ensured high levels of customer satisfaction
- Developed strong multitasking skills in fast-paced environments
- Oversaw cash handling and daily financial reconciliations, ensuring accuracy and integrity in all transactions
Education
Computer Engineering
Central Piedmont Community College
Charlotte, NCSkills
- Financial Product Sales
- Customer Relationship Management
- Problem-solving and Conflict Resolution
- Bilingual (English, Spanish)
Timeline
Relationship Banker
Truist
08.2023 - Current
Retail Banker
Woodforest
11.2022 - 08.2023
Sous-Chef
Bad Daddy's Burger Bar
06.2020 - 11.2022
Fulfillment Associate
Amazon
09.2019 - 01.2021
Assistant Manager
Zaxby's
01.2016 - 09.2019
Computer Engineering
Central Piedmont Community College
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