Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Luis Valencia

Santa Ana,CA

Summary

Sales professional with extensive experience in account and customer relationship management. Cultivates, nurtures and maintains long-term customer relationships to boost sales and grow brand visibility.

Overview

19
19
years of professional experience
1
1
Language

Work History

Financial Center Manager

Bank of America
Huntington Beach, CA
Aug.2016 - Current
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Excellent communication skills, both verbal and written.
  • Passionate about learning and committed to continual improvement.
  • Organized and detail-oriented with a strong work ethic.

Manager on Duty/Licensed Relationship Banker/Small Business Specialist

JPMorgan Chase Bank
Huntington Beach, CA
03.2010 - Current
  • Provided management support when manager was out of the office
  •  Set appointments from cold calling clients that came inside the branch
  • Established long-term customer relationships through prompt and courteous service.
  • Identified and implemented improvements to policies and procedures such as account opening processes
  • Assessed clients' financial situations to develop strategic financial planning solutions

Administrative Assistant

Hacienda Development
Santa Ana, CA
12.2004 - 08.2005
  • Planned and coordinated logistics and materials for board meetings, committee meetings and staff events.
  • Created detailed expense reports and requests for capital expenditures.
  • Coordinated domestic and international travel arrangements, including booking airfare, hotel and transportation.
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Completed data entry, tracked resumes and maintained the applicant tracking system.

Sales Team Supervisor

Sears Holdings
Santa Ana, CA
09.2005 - 03.2010
  • Developed customer relationships through friendly greetings and excellent service.
  • Trained and served as a peer coach for new sales associates.
  • Facilitated inter-departmental communication to effectively provide customer support.
  • Scheduled staff shifts to cover peaks and lulls in customer inquiries.
  • Maintained up-to-date knowledge of product and service changes.

Education

Bachelor of Arts - International Business with concentration in Spanish

California State University of Fullerton
May 2014

Associate of Arts - Liberal Arts and Business Administration

Santa Ana College
June 2009

High School Diploma - undefined

Saddleback High School
June 2006

Skills

  • Excellent sense of direction
  • Excellent time management
  • Proficient in MS Office
  • Fast learner
  • Deadline-driven
  • Project management

References

References Available upon request

Timeline

Financial Center Manager

Bank of America
Aug.2016 - Current

Manager on Duty/Licensed Relationship Banker/Small Business Specialist

JPMorgan Chase Bank
03.2010 - Current

Sales Team Supervisor

Sears Holdings
09.2005 - 03.2010

Administrative Assistant

Hacienda Development
12.2004 - 08.2005

Bachelor of Arts - International Business with concentration in Spanish

California State University of Fullerton

Associate of Arts - Liberal Arts and Business Administration

Santa Ana College

High School Diploma - undefined

Saddleback High School

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Luis Valencia