Andrew Galvan
Menifee
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker II- MLO
San Diego County Credit Union
07.2021 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Assistant Manager
Taco Bell
07.2017 - 07.2021
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Education
No Degree - Mathematics
Mount San Jacinto College
Menifee, CAHigh School Diploma -
Paloma Valley High School
Menifee, CA06-2017
Skills
- Relationship building
- Customer satisfaction
- Positive attitude
- Sales expertise
- Relationship building and management
Accomplishments
- Achieved Real Estate Certification by introducing [Software] for [Type] tasks.
Certification
- Mortgage Loan Originator
- Business Accounts Certified
- Certified Personal Banker II
Timeline
Personal Banker II- MLO
San Diego County Credit Union
07.2021 - Current
Assistant Manager
Taco Bell
07.2017 - 07.2021
No Degree - Mathematics
Mount San Jacinto College
High School Diploma -
Paloma Valley High School
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