Bernardo G. Sosa
Ontario,CA
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank of America
01.2021 - 03.2025
- Manage client relationships, enhancing satisfaction and retention through personalized banking solutions.
- Achieved consistent growth in client portfolios, demonstrating strong sales and advisory skills.
- Utilized analytical skills to identify client needs, ensuring tailored financial advise and services.
- Resolved client issues efficiently, improving overall service quality and client trust.
- Drive measurable improvements in client engagement and financial product adoption.
- Analyzed client financial needs, recommend tailored banking products, and implement strategic solutions while maintaining compliance with banking regulations.
- Build strong partnerships with internal teams to provide clients the opportunity and education on all available resources.
Manager
Yard House Restaurant
02.2016 - 04.2020
- Led teams of 50, improving customer satisfaction and operational efficiency.
- Implemented cost - saving measuring, reducing expenses by $12,000 annually
- Enhanced staff training programs, boosting productivity and morale.
- Resolved customer issues swiftly, maintaining high retention rates.
- Streamlined inventory management, optimizing resources allocation.
- Orchestrated daily operations, ensuring compliance with health regulations while maintaining exceptional service standards and team performance
- Redesigned service protocols and implemented guest feedback systems, strengthening customer loyalty and enhancing dining satisfaction metrics.
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
Languages
English
Spanish
Timeline
Relationship Banker
Bank of America
01.2021 - 03.2025
Manager
Yard House Restaurant
02.2016 - 04.2020
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