Ricardo Segovia
Summary
Demonstrated expertise in client relationship management through leading initiatives that enhanced customer retention and satisfaction by providing tailored financial solutions. Successfully mentored new relationship bankers, promoting adherence to compliance and risk management standards while fostering professional development. Collaborated with branch management to refine customer service protocols, resulting in improved client feedback and service ratings. Streamlined operational processes to increase efficiency across daily operations, ensuring a focus on customer satisfaction and team performance.
Accomplished Senior Banker known for high productivity and efficiency in task completion. Skilled in risk management, financial analysis, and client relationship building. Excel at communication, leadership, and problem-solving to deliver exceptional banking services.
Overview
8
8
years of professional experience
2017
2017
years of post-secondary education
Work History
Senior Banker
Bank of America
Cleveland
08.2020 - Current
- Led customer relationship management initiatives, enhancing client retention and satisfaction through personalized financial solutions.
- Mentored new relationship bankers, fostering professional development and promoting adherence to compliance and risk management standards.
- Collaborated with branch management to enhance customer service protocols, resulting in improved client feedback and service ratings.
- Developed and maintained relationships with customers to ensure customer satisfaction.
- Streamlined operational processes, resulting in increased efficiency.
Shift Manager
Choolaah Indian Restaurant
Cleveland
02.2023 - 09.2025
- Supervised daily operations by managing staff ensuring compliance with health and safety regulations.
- Trained and mentored new employees, enhancing team performance and improving service quality across shifts.
- Streamlined inventory management processes, reducing waste and optimizing supply chain efficiency during peak hours.
- Developed and maintained positive relationships with team members, fostering a collaborative work environment focused on service excellence.
- Implemented customer feedback initiatives, leading to improved service delivery and enhanced guest satisfaction levels.
Sales Lead
S and P Data LLC
Cleveland
06.2018 - 06.2020
- Led a high-performing sales team to enhance client engagement and drive revenue growth through strategic initiatives.
- Developed and implemented training programs that improved team performance and fostered a culture of continuous learning.
- Analyzed sales data to identify trends, optimize strategies, and enhance overall operational effectiveness within the team.
- Mentored junior sales staff, empowering them to exceed targets and build strong client relationships, resulting in increased retention.
Education
United South High School
Laredo, TXSkills
- Client relationship management
- Customer satisfaction
- Operational efficiency
- Team mentoring
- Staff supervision
- Client engagement
- Satisfactory branch ratings
- Compliance adherence
- Risk management
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Shift Manager
Choolaah Indian Restaurant
02.2023 - 09.2025
Senior Banker
Bank of America
08.2020 - Current
Sales Lead
S and P Data LLC
06.2018 - 06.2020
United South High School