Shayne Khalil
San Diego
Summary
Experienced banking professional with the ability to communicate and assist with educating on financial tools while enhancing long term client relationships with the focus on providing excellent service.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Bank of America
05.2024 - Current
- Assisted clients with account management, including deposits, loans, and transactions.
- Educated customers on financial products and services.
- Processed transactions accurately and efficiently.
- Cross-sold banking products to meet client needs and sales goals.
- Supported loan applications through credit checks and underwriting assistance.
- Ensured compliance with banking regulations and policies.
Property Manager - Junior Loan Officer
Laguna Breeze
05.2022 - Current
- Assist loan officer by searching for different loan programs and lenders.
- Coordinate loan document signings with escrow and loan originator.
- Pick up and drop off loan packages from escrow.
- Follow up on open items with borrower and escrow.
- Coordinate repair work and maintenance with contractors on rental properties.
- Research market demographics for broker to help to identify target clients.
Business Banking Specialist (SAFE Registered)
Wells Fargo Bank
06.2017 - 07.2022
- Served as a Business specialist for the branch in taking corporate business clientele to help strategize business growth.
- Get to know client’s financial priorities and assisting them to meet their goals.
- Relationship builder by presenting products and services that are personalized to the client’s lifetime goals.
Personal Banker I (SAFE Registered), Business Specialist I
Wells Fargo Bank
05.2015 - 04.2022
- Provide an exceptional experience by keeping product knowledge and services up to date to add value to the client’s lifestyle when educating with financial services.
- Ask open ended questions to match financial products that meet the financial needs of the member.
- Active listening skills to touch base with member cues for financial recommendations.
- Conduct a full assessment analysis of client relationships.
Education
Personal Training Curriculum Certification -
Palomar Community College
01.2011
High School Diploma - undefined
Mount Carmel High School
01.2009
Skills
- Meridian Link, Loans PQ, Symitar and support software for member experience
- MS Word, Excel, PowerPoint
- Team Leadership
- Conflict Resolution
- Client rapport building and communication
- Problem Solving
- Multi-branch floater
Timeline
Relationship Banker
Bank of America
05.2024 - Current
Property Manager - Junior Loan Officer
Laguna Breeze
05.2022 - Current
Business Banking Specialist (SAFE Registered)
Wells Fargo Bank
06.2017 - 07.2022
Personal Banker I (SAFE Registered), Business Specialist I
Wells Fargo Bank
05.2015 - 04.2022
High School Diploma - undefined
Mount Carmel High School
Personal Training Curriculum Certification -
Palomar Community College
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