Summary
Overview
Work History
Education
Skills
Goals
Timeline
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Daniel Virrueta

Lake Forest

Summary

Dynamic professional with a proven track record at Bank of America, excelling in client relations and operational efficiency. Adept at leveraging technology to enhance customer experiences while maintaining strict compliance. Recognized for adaptability and strong analytical skills, consistently achieving client satisfaction and fostering team collaboration.

Overview

7
7
years of professional experience

Work History

Relationship Banker

Bank of America
Foothill Ranch
04.2023 - Current
  • Collaborated with team members to streamline operational processes daily.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
  • Leveraged banking technology platforms to streamline operations and enhance the client experience.

Sales Generalist Advisor

Best Buy
Lake Forest
10.2022 - 07.2023
  • Supervising coworkers while also maintaining customer service needs.
  • Providing up-to-date information on new products, ensuring accurate suggestions are given.
  • Actively fix or diagnose issues with client hardware and software that could not see Geek Squad due to policy restraints.

Client Relations Consultant III NMLS

US Bank
Colorado Springs
02.2022 - 07.2022
  • Worked with clients to create financial plans to ensure they made and exceeded their goals.
  • Find the right financial solutions for each customer to avoid client loss.
  • Actively maintained all relevant documents ensuring proper procedures were taken for retained goods.
  • Built business relations with customers and small business bankers.

Teller

Wells Fargo
Colorado Springs
05.2019 - 06.2021
  • Taught how to balance a register and maintain a cash vault to branch standards.
  • Also assisted with day-to-day activities in the branch regarding upkeep.
  • Shown how to understand 'Normal' customer behavior to detect suspicious activities.
  • Built great relationships with regular customers.

Education

Codecademy
12.2025

Freecodecamp
12.2025

GED -

Northwood High School
Irvine, CA
06.2016

Skills

  • Adaptable and efficient
  • Quick learner
  • Goal-oriented mindset
  • Information analysis
  • Team collaboration
  • Discord and Slack proficiency
  • Microsoft Word expertise
  • Microsoft Excel skills
  • Microsoft Outlook knowledge

Goals

I enjoy taking on challenging goals and ensuring each category benchmark will be exceeded to maximize profit and minimize losses. I am looking for a company to grow for me to utilize my strengths.

Timeline

Relationship Banker

Bank of America
04.2023 - Current

Sales Generalist Advisor

Best Buy
10.2022 - 07.2023

Client Relations Consultant III NMLS

US Bank
02.2022 - 07.2022

Teller

Wells Fargo
05.2019 - 06.2021

Codecademy

Freecodecamp

GED -

Northwood High School
Daniel Virrueta