Rebecca Pozo
Hollister
Summary
Results-driven Banking Leader committed to fostering team and organizational success. Delivered significant improvements in processes, staff mentoring, and conflict resolution. Achieved high productivity and efficiency through expertise in risk management, financial analysis, and client relationship development.
Overview
16
16
years of professional experience
17
17
years of post-secondary education
1
1
Certification
Work History
Senior Banker II
Bank of America
Hollister
05.2016 - 04.2026
- Developed tailored financial product recommendations, aligning with client needs.
- Evaluated financial data to uncover trends and identify growth opportunities for clients.
- Cultivated client relationships, enhancing satisfaction and retention.
Personal Banker
US Bank NA
San Jose
01.2010 - 06.2013
- Delivered personalized banking solutions, enhancing client satisfaction and financial well-being.
- Supported customers with account management and transaction inquiries, ensuring seamless banking experiences.
- Guided clients on banking products and services, empowering informed financial decisions.
Education
Associate of Arts - Business Administration
University of Phoenix
Tempe, AZ 06.2009 - 05.2026
Skills
- Customer relationship management
- Financial analysis
- Risk management
- Data-driven decision making
- Effective communication
Languages
Spanish
Professional
Certification
Notary Public
Timeline
Senior Banker II
Bank of America
05.2016 - 04.2026
Personal Banker
US Bank NA
01.2010 - 06.2013
Associate of Arts - Business Administration
University of Phoenix
06.2009 - 05.2026