Summary
Overview
Work History
Education
Skills
Timeline
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Christopher Sotomayor

Phoenix,AZ

Summary

Knowledgeable Universal Banker equipped to handle fast-paced banking work. Serves customers with expertise in business and personal banking. Highly proficient in handling teller work, setting up accounts and selling bank products.

Overview

14
14
years of professional experience

Work History

Universal Banker

Sunwest Federal Credit Union
02.2019 - 03.2024
  • Assisted customers with loan applications and other financial services, such as setting up bank accounts, transferring funds.
  • Performed teller duties such as accepting payments, cashing checks, and processing money orders.
  • Completed daily cash balancing and operated ATMs.
  • Analyzed customer credit histories and made recommendations for loans accordingly.

Member Advocate

Desert Financial
02.2018 - 01.2019
  • Loan processing duties for specific products that included insurances.
  • Manage and maintain a daily pipeline along with providing excellent customer service.
  • Completed title work while also preforming notary services.

Relationship Manager

Bank Of America Corp
02.2015 - 12.2017
  • Customer service specialist with duties that included, loan processing and account opening procedures, credit products and business needs.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.

Branch Account Manager

Citigroup Inc
07.2014 - 01.2015
  • Customer service, along with credit underwriting/debt consolidation.
  • Managing personal loans and collection of delinquency accounts.

Personal Banker

Wells Fargo & Company
10.2009 - 06.2014
  • Maximized revenue through improved sales techniques and branch productivity.
  • Meet weekly goals along with managing and overlooking banker totals
  • Cross-sold banking products such as credit cards, loans and investments.
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary.

Education

High School Diploma -

Hackensack High School
Hackensack, NJ
2002

Liberal Arts

Middlesex County College
Edison, NJ

Skills

  • Fluent in Spanish
  • Works well with others
  • Excel and Word
  • Team leadership
  • Strong verbal communication
  • Extremely organized
  • Public speaking
  • Notary

Timeline

Universal Banker

Sunwest Federal Credit Union
02.2019 - 03.2024

Member Advocate

Desert Financial
02.2018 - 01.2019

Relationship Manager

Bank Of America Corp
02.2015 - 12.2017

Branch Account Manager

Citigroup Inc
07.2014 - 01.2015

Personal Banker

Wells Fargo & Company
10.2009 - 06.2014

High School Diploma -

Hackensack High School

Liberal Arts

Middlesex County College

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Christopher Sotomayor