Lewrys Pichardo
New York,NY
Summary
Goal-oriented professional with extensive experience in dynamic work settings. Proven track record of maintaining high accuracy and efficiency while consistently meeting organizational objectives.
Overview
7
7
years of professional experience
Work History
Head Universal Banker
Citbank
New York, United States
05.2025 - Current
- Led, coached, and supported Universal Bankers and Tellers, modeling excellent service behaviors and mentoring on sales, service, and compliance routines to enhance overall team performance.
- Coached Universal Bankers and Tellers on digital capabilities, transaction processes, and priorities, promoting a streamlined sales and service process focused on client problem resolution and effective use of digital technologies.
- Consistently met sales quotas by discussing bank products with customers, including loans, credit cards and lines of credit.
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products.
- Assisted branch manager with daily operations and team coordination to ensure seamless branch functionality.
Concierge Banker
Citibank
New York, United States
02.2022 - 05.2025
- Led guest services as head concierge for six months, enhancing overall guest satisfaction.
- Maintained confidentiality and privacy of clients to foster trust and secure relationships.
- Provided clients with new product and existing program information.
- Achieved sales quotas through targeted sales strategies that increased client engagement.
- Utilized excellent multitasking and organizational skills.
Relationship Banker
Bank of America
New York, United States
08.2021 - 02.2022
- Guided customers in understanding available services and selecting optimal bank products, enhancing customer satisfaction.
- Opened new accounts by compiling customer information and filing related forms, ensuring compliance with bank policies.
- Assisted teller team with complex customer inquiries and managed customer flow during peak periods, improving service efficiency.
- Followed established guidelines to ensure compliance with bank policies.
Bank Teller
Citibank
New York, United States
05.2019 - 08.2021
- Verified deposit checks and money orders for authenticity, preventing fraud and enhancing security for customers and the bank.
- Adhered to company and regulatory policies, safeguarding customer and bank assets against potential risks.
- Updated customer accounts to reflect accurate balances, payments, and transfers, ensuring customer satisfaction and trust.
Education
Bachelor of Arts - Sociology
CUNY John Jay College of Criminal Justice
New York01-2026
High School Diploma -
High School of Fashion Industries
New York06-2018
Master of Science - Human Resources Management
Stony Brook University
Stony Brook, NY04-2026
Skills
- Team collaboration
- Bilingual
- Microsoft Office Proficiency
- Effective Time Management
- Creative solutions
- Leadership
- Office proficiency
- Time management
- Leadership Skills
- Detail Oriented
Timeline
Head Universal Banker
Citbank
05.2025 - Current
Concierge Banker
Citibank
02.2022 - 05.2025
Relationship Banker
Bank of America
08.2021 - 02.2022
Bank Teller
Citibank
05.2019 - 08.2021
Bachelor of Arts - Sociology
CUNY John Jay College of Criminal Justice
High School Diploma -
High School of Fashion Industries
Master of Science - Human Resources Management
Stony Brook University