Relationship Banker Client Advocate

Aaron Galindo

*** * *** *** **** Arizona ************.***@*****.*** 602-***-****

Academic History

●College of Health Solutions

Bachelor of Science in Health Sciences

Arizona State University, Phoenix AZ August 2017-May 2020

●Mesa Community College July 2015-May 2017

●Top Honor for Excellence in Service Learning Award April 2017

●Deans/Obama Scholarship Award recipient May 2017

Professional Experience

- Client Advocate, Central Arizona Shelter Services, Phoenix AZ

December 2019- September 2020

●Conducted in-depth intake interviews to optimize effective individual case plans and professionally interacted with clients to identify/accommodate specific needs

●Collaborated with housing providers and other supportive service agencies to expedite housing opportunities

●Analyzed and reported delicate client information while conducting data reports to assign clients to other case managers

●Effectively deescalated pernicious situations with clients dealing with serious mental illness and/or substance abuse, under high stress

- Programs Coordinator, Central Arizona Shelter Services, Phoenix AZ

September 2020- August 2021

●Developed and oversaw dayroom programming events, coordinated volunteer projects, and strategized both fundraising efforts and developmental goals inside the shelter

●Submitted written proposals to non-profit partners, the City of Phoenix, as well as upper management

●Identified and outreached potential community partners to provide financial, vocational, legal and other services for clients, while reporting on organizational progress

●Proactively marketed and encouraged clients to attend programming events by engaging individuals and collaborating with different departments and agencies in Arizona

- Retail Relationship Banker, BMO Harris Bank, Chandler AZ August 2021-Current

●Provided exceptional quality of service to a diverse group of people, assisting in sales and servicing of deposit and investment accounts as well as multiple loans and lines of credits for both personal and business clients.

●Processed transactions, reviewed account activity and resolved financial disputes while counseling customers on advantageous products and services

●Presented customers with extraordinary experiences in order to achieve the highest quality of service, and in return acquired outstanding customer reviews

Skills

Proficiency in Spanish

Public Notary

Proficiency in Canva, Word, Excel, PowerPoint and Outlook calendaring

First aid, CPR, and AED Certified

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