Summary
Overview
Work History
Education
Skills
Timeline
Generic

LEYDI GARCIA

Los Angeles,CA

Summary

Performance-driven relationship manager with 13 years of experience in financial planning and banking operations. Proven ability to build trust with diverse clients and implement strategic initiatives that exceed revenue goals. Bilingual in English and Spanish, with expertise in financial regulations and mortgage processes.

Overview

12
12
years of professional experience

Work History

Sales Associate

ADP
03.2024 - 11.2024
  • Built and maintained strong customer relationships, driving high rates of repeat business and referrals.
  • Collaborated with team members to design visually appealing merchandise displays, boosting foot traffic and sales.
  • Participated in regular training to stay current on product features, industry trends, and sales techniques.
  • Communicated promotions, discounts, and special offers to customers at the point of sale.
  • Demonstrated excellent time management by handling multiple tasks efficiently during high-traffic periods.

Relationship Manager / Business Owner Specialist

Bank of America
08.2017 - 02.2024
  • Led a team of 10 employees, exceeding revenue goals by 230%.
  • Developed and executed strategic business plans to increase growth and market share.
  • Conducted performance evaluations and provided actionable feedback for improvement.
  • Built strong relationships with key clients, increasing satisfaction scores to 90-100%.
  • Leveraged data analytics to track sales metrics and guide decision-making.
  • Identified and implemented process improvements, streamlining operations for better efficiency.
  • Reviewed and analyzed client financial data to create tailored proposals.
  • Collaborated across departments to improve communication and customer solutions.
  • Built long-term client relationships using active listening, strategic proposals and specialist partner referrals.
  • Increased monthly business through effective wealth management recommendations.

Relationship Banker

Bank of America
04.2015 - 08.2017
  • Advised customers on products, services, and financial planning options.
  • Researched investment opportunities and referred potential loan clients.
  • Acted as a digital ambassador, promoting online banking solutions.

Teller Operations Specialist

Bank of America
03.2013 - 04.2015
  • Processed cash, check, and payment transactions efficiently and securely.
  • Approved high-risk transactions after verification.
  • Balanced cash drawers and handled foreign currency reports.
  • Mentored new employees and promoted banking services, boosting branch sales.

Education

High School Diploma - undefined

Fremont
Los Angeles, CA
01.2007

Skills

  • Strong organizational & interpersonal skills
  • Excellent written & verbal communication
  • In-depth knowledge of financial regulations
  • Mortgage concepts, practices, & procedures
  • Loan process management & compliance oversight
  • Strategic relationship building & client retention
  • Expertise in financial management & processes
  • Bilingual: English & Spanish
  • Quick learner, adaptable, and highly responsible

Timeline

Sales Associate

ADP
03.2024 - 11.2024

Relationship Manager / Business Owner Specialist

Bank of America
08.2017 - 02.2024

Relationship Banker

Bank of America
04.2015 - 08.2017

Teller Operations Specialist

Bank of America
03.2013 - 04.2015

High School Diploma - undefined

Fremont

Similar Profiles

CREATE PROFILE