David Soto
Fresno
Summary
Professional with strong background in banking and financial services. Skilled in team leadership, customer relationship management, and operational efficiency. Known for adaptability and delivering results in dynamic environments. Expertise in financial analysis, risk management, and ensuring consistent achievement of business targets.
Overview
10
10
years of professional experience
Work History
Personal Banker
Citibank N.A
Fresno, CA
02.2016 - Current
- Executed comprehensive needs assessments for consumer and business clients to identify suitable product offerings.
- Promoted financial products by maintaining excellent service offering knowledge.
- Partnered with management and team to develop strategies focused on increasing branch productivity and improving customer satisfaction.
- Worked closely with management to train and coach new hires in operations and sales practices.
- Encouraged team to be client centered by consistently offering clients banking products based on their individual needs.
- Trained and mentored staff on best practices for customer service and operational efficiency.
- Implemented risk management processes to identify potential risks, reducing losses and maintaining compliance with regulatory requirements.
Ramp Agent Supervisor
G2 Secured Staff
Fresno, CA
08.2021 - 08.2025
- Supervised ramp operations, ensuring compliance with safety protocols and operational standards.
- Established strong relationships with key stakeholders, including airline partners, airport authorities, and ground service providers, to facilitate seamless ramp operations.
- Collaborated with airline representatives to address any issues or concerns related to ramp operations in a timely manner.
- Trained new staff on equipment usage, safety practices, and efficient loading/unloading procedures.
- Monitored performance metrics to identify areas for process improvement and enhance service delivery.
- Led daily briefings to communicate goals, updates, and address operational challenges effectively.
- Fostered a culture of teamwork and accountability among agents, enhancing overall morale and productivity.
Education
Bachelor of Science - Accounting And Finance
Fresno Pacific University
Fresno, CA05.2016
Skills
- Financial Product Knowledge
- Relationship building and management
- Banking operations knowledge
- Teamwork and collaboration
- Leadership skills
- Adaptability and flexibility
Languages
Spanish
Professional Working
Timeline
Ramp Agent Supervisor
G2 Secured Staff
08.2021 - 08.2025
Personal Banker
Citibank N.A
02.2016 - Current
Bachelor of Science - Accounting And Finance
Fresno Pacific University