Erika Andaluz
Porterville
Summary
Banking professional with commitment to high standards and result-oriented performance. Overcomes complex financial challenges with strategic thinking and execution. Known for fostering collaborative team environments and adapting to evolving market conditions. Proficient in client relationship management and financial analysis.
Overview
2026
2026
years of professional experience
Work History
Senior Banker
Bank of America
06.2025 - Current
- Streamlined loan processing procedures, enhancing operational efficiency.
- Analyzed market trends to inform strategic investment recommendations for clients.
- Cultivated strong relationships with high-net-worth clients, boosting retention rates.
- Conducted risk assessments to ensure adherence to regulatory requirements and best practices.
- Collaborated with cross-functional teams to optimize service delivery models.
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Business Solutions Advisor
Bank of America
2019 - 04.2025
- Analyzed business needs to develop tailored solutions enhancing client satisfaction.
- Collaborated with cross-functional teams to streamline processes and improve service delivery.
- Implemented data-driven strategies that optimized operational efficiency across departments.
- Led training sessions for staff, fostering skill development and knowledge sharing.
- Evaluated emerging technologies to identify opportunities for innovative solutions in banking services.
- Developed comprehensive reports on customer feedback, guiding strategic decision-making initiatives.
- Established best practices for client engagement, resulting in improved retention rates and loyalty.
- Developed strategic partnerships to expand product offerings and enhance overall business performance.
- Implemented innovative strategies to drive sustainable growth and maintain a competitive edge in the market.
- Streamlined business processes by identifying inefficiencies and implementing tailored solutions.
- Performed detailed research of customer business structures to accurately tailor Product or Service to unique needs of each.
Relationship Manager
Bank Of America Corp
07.2014 - 04.2019
- Ranked 307 nationally out of 8000+ and being above 100% in every metric in dashboard committing to our clients and our purpose of making financial lives better
- Successfully connect customers to partners to help with complex needs ended last year with 131% to goal in quality referrals
- Consistently strives to exceed goals ending the year at 153% in consumer acquisition/deepening, consumer/small business digital 108% and small business acquisition/deepening at 839%
Sales Service Specialist
Bank Of America Corp
04.2013 - 07.2014
- Lobby Engaging
- Problem Resolving
- Managing Risk
- Teller Engaging
- Deepening Relationships with clients and connecting them to all of our business partners
Teller
Bank Of America Corp
09.2011 - 04.2013
- Process teller transactions accurately and efficiently
- Engage with clients to connect them with our specialist to make financial life better and easier
- •Provide superior customer service and manage risk and escalate unique customer request to determine alternative solutions
Teller
Bank Of America Corp
12.2009 - 09.2011
- Process teller transactions accurately and efficiently
- Engage with clients to connect them with our speclist to make financial life better and easier
- Provide superior customer service and manage risk and escalate unique customer request to determine alternative solutions
Education
General Studies
Reedley College
Reedley, CASkills
- Bilingual Spanish and English
- Certified Notary Public
- Strong Sales Capabilities
- Self Motivated
Awards
Pinnacle Club 2017
Timeline
Senior Banker
Bank of America
06.2025 - Current
Relationship Manager
Bank Of America Corp
07.2014 - 04.2019
Sales Service Specialist
Bank Of America Corp
04.2013 - 07.2014
Teller
Bank Of America Corp
09.2011 - 04.2013
Teller
Bank Of America Corp
12.2009 - 09.2011
General Studies
Reedley College
Business Solutions Advisor
Bank of America
2019 - 04.2025