Andrew Cook
Alameda
Summary
Banking professional with expertise in establishing customer accounts and ensuring compliance with security protocols. Demonstrated ability to assist in audits while maintaining meticulous documentation. Strong relationship-building and time management skills contribute to effective client interactions and operational efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Banker
BMO Bank N.A.
San Leandro
02.2023 - Current
- Led organizational improvements and process corrections while the branch operated without a Sales and Service Manager (SSM).
- Played a key role in the branch's successful audit, ensuring compliance and operational readiness.
- Provided service leadership, guiding colleagues on best practices for customer engagement and branch efficiency.
- Oversaw vault operations, maintaining precise financial security and cash controls.
- Assisted in branch decision-making, supporting strategies that enhance sales and service performance.
- Strengthened team collaboration, coaching colleagues and reinforcing operational excellence.
Universal Banker / Teller
Bank of the West
San Ramon & San Leandro
04.2022 - 02.2023
- Delivered high-level client service, guiding customers through financial solutions and account management.
- Promoted to Universal Banker, taking on expanded responsibilities in financial advising and relationship management.
- Referred clients to wealth management services, secured lines of credit, and facilitated merchant solutions.
- Assisted in branch operations, ensuring seamless execution of banking services and policy adherence.
Assistant / Independent Contractor
Blue Star Electronics
Livermore
10.2021 - 12.2021
- Managed customer service logistics, sales tracking, and inventory optimization.
- Coordinated e-waste disposal for businesses and institutions, contributing to sustainability initiatives.
Administrative Assistant
Aran's Art Studio
Castro Valley
09.2021 - 11.2021
- Led event coordination and scheduling, ensuring smooth studio operations and client engagement.
- Assisted in business development efforts, supporting sales, exhibitions, and promotions.
Cashier
Trader Joe's
Castro Valley & San Ramon
09.2017 - 05.2021
- Progressed from bagger to cashier, developing strong customer service and operational efficiency skills.
Education
BA - Financial Planning
Arizona State University (ASU) Online
01.2025
French Language Studies
Alliance Français of San Francisco
01.2025
Psychology, Japanese Kanji
Diablo Valley College
01.2022
High School Diploma -
Castro Valley High School
01.2019
Skills
- Team Coordination
- Regulatory Compliance
- Audit Preparedness
- Relationship Building
- Customer Experience Strategy
- Financial Solutions
- Microsoft Word
- Excel
- PowerPoint
- Salesforce
Certification
- California Notary Public, 05/24/28
- CPR Certified
References
- Bachar Balach, Branch Manager at BMO, (925) 854-8300
- Waruni Jayasinghe, Former ABM & Current Relationship Banker at BMO, (805) 729-2001
- Bailey Peltz, Former Co-Worker, Police Officer at San Ramon Police Department, (925) 216-4047
- Susan Anderson, Former Teacher, Health Science Teacher at Castro Valley High School, sanderson@cv.k12.ca.us
- Yolanda Lastimosa, Office Manager at Bowlin Equipment Company, (510) 282-5039
Languages
- Japanese
- Spanish, Native Fluent - Business
- Japanese, Conversational
Nmls
2390934
Timeline
Relationship Banker
BMO Bank N.A.
02.2023 - Current
Universal Banker / Teller
Bank of the West
04.2022 - 02.2023
Assistant / Independent Contractor
Blue Star Electronics
10.2021 - 12.2021
Administrative Assistant
Aran's Art Studio
09.2021 - 11.2021
Cashier
Trader Joe's
09.2017 - 05.2021
BA - Financial Planning
Arizona State University (ASU) Online
French Language Studies
Alliance Français of San Francisco
Psychology, Japanese Kanji
Diablo Valley College
High School Diploma -
Castro Valley High School