Leslie Rodriguez-Vallejo
Fresno
Summary
Results-oriented banking professional with 9 years of progressive experience in retail banking, operations support, risk management, and compliance at Bank of America. Skilled in operational oversight, process execution, quality assurance, regulatory adherence, and team collaboration. Demonstrated ability to balance customer needs with operational controls while maintaining accuracy and minimizing risk. Eager to transition into an Operations position where strong leadership, operational expertise, and continuous improvement initiatives can contribute to organizational success.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Bank of America
Fresno, CA
11.2016 - Current
- Serve as the Financial Center Operations Champion, partnering with leadership to ensure adherence to operational policies, procedures, and risk controls.
- Conduct monthly operational inspections and reviews to assess audit readiness, identify control gaps, and ensure compliance with internal and regulatory requirements.
- Monitor operational processes, documentation standards, and transaction accuracy to maintain a high level of operational integrity.
- Collaborate with Financial Center leadership to improve operational efficiency and reinforce a culture of accountability and control.
- Support branch audits, operational reviews, and compliance assessments by maintaining accurate records and ensuring documentation completeness.
- Participate in ongoing development and succession planning through mentorship from the Operations Executive Manager, gaining exposure to advanced operational leadership and risk management strategies.
- Monitor account maintenance activities and client records to ensure compliance with internal controls, audit expectations, and regulatory guidelines.
- Build and maintain client relationships by identifying financial needs, delivering tailored banking solutions, and ensuring accurate execution of transactions while adhering to risk, compliance, and operational standards.
- Authorized to perform supervisor overrides and approve transactions within established limits, ensuring compliance with operational controls, risk policies, and regulatory requirements.
Client Service Representative
Bank of America
Fresno, CA
11.2016 - Current
- Supported branch operational activities, including cash handling, balancing, and daily reconciliation procedures.
- Processed a high volume of financial transactions while ensuring accuracy, compliance, and adherence to operational procedures.
- Ensured compliance with cash-handling procedures, loss prevention controls, and risk management guidelines to safeguard bank assets.
Education
Bachelor of Science - Business Administration And Management With Ops
University of Phoenix
Tempe, AZ05.2028
Skills
- Operations Management
- Documentation Review and Quality Assurance
- Leadership Development
- Regulatory Compliance
- Spanish Fluent
- Multitasker
Timeline
Relationship Banker
Bank of America
11.2016 - Current
Client Service Representative
Bank of America
11.2016 - Current
Bachelor of Science - Business Administration And Management With Ops
University of Phoenix