Download PDF

Work experience

Feb 2016September 2016

Relationship Manager

Bank of America
  • Perform sales on a daily basis through uncovering client's needs.
  • Key holder to building with expectation of closing and opening facility.
  • Selling and servicing Checking, Savings, HELOCs, Business (referrals/maintenance/opening), Credit Cards, Auto Loans and CD products.
  • Providing world class customer experience to client's that can be measured through a survey metric.
  • Working closely with other sales associates along with tellers to increase daily/weekly/monthly revenue performance.
  • Help coach associates on best practices and client interactions with role playing scenarios to develop deeper employee skill sets.
Aug 2015Feb 2016

Universal Banker

BMO Harris Bank N.A.
  • Performed teller transactions which lead to more client facing.
  • Key holder to building with expectation of running branch when management was unavailable.
  • Selling and servicing Checking, Savings, HELOCs, Personal Lines of Credit, Business, Auto Loan and CD products.
  • Coach and train teller line to increase referral services.
  • Uncover client's needs through building last relationships while working closely with branch partners (Private Client, Investments, and Mortgage).
Feb 2013Sep 2015

Geek Squad - Covert Double Agent

Best Buy
  • Coached/Trained new employees on company branding and best practices for success.
  • Exceeded customer service, sales, and service goals.
  • Worked in-home and online to meet client's servicing needs.
  • Built lasting relationships with clients to increase future business volume.
  • 2+ years of working with technology by repairing, servicing and installing in client's home or via remote access.
  • Worked with store to increase client experience along with building relationship to coach employees on best FMS practices.
  • Remote support achievements: 1.8 average helped clients per hour, 93% over field/remote NPS
May 2012Nov 2012

Personal Banker

JPMorgan Chase
  • Coached and trained tellers on how to be successful with referral system.
  • Worked closely with business partners to refer client's needs and solve client's complex financial situations.
  • Passed FINRA Series 6 exam to become a licensed banker.
  • Sold and serviced Checking, Savings, HELOCs, Personal Lines of Credit, Business, Auto Loan and CD products.
  • Networked business outward to increase sales productivity.
  • Top sales performer for the months of July, August, September and October.
Oct 2010May 2012

Front End Admin

Best Buy
  • Sold service plans, credit cards and products to customers.
  • Audited cash vault and drawers on a daily basis.
  • Performed paperwork audits for daily transactions.
  • Built front end department strategy for the beginning of each month to ensure department success.
  • Coached and trained new/existing employees on best business practices to meet/exceed target goals.


Aug 2009Present

Associate of General Studies

Yavapai College
Core classes to transfer education to four year university program.
Aug 2005May 2009

High School Diploma

Bradshaw Mountain High School
Generic studies


Ramiro Gomez (Ex-Coworker)                                                                                                        (928) 710-8949
Verizon Mobile - Sales
Known for 6 Years

Tobias Campbell (Ex-Coworker)                                                                                                     (928) 710-6712
JPMorgan Private Client Advisor
Known for 5 Years

Shane Peteet (Close Friend)                                                                                                           (928) 642-8510
College Student / Activision Intern
Known for 10 Years