At Bank of America, I generated $1.2M+ per month in new balances and client growth in 2025 YTD as a Senior Banker. I delivered banking, lending, and investment solutions aligned with clients’ long-term financial goals.
I exceeded performance benchmarks with 270% digital sales, 380% partner referrals, and 230% client meeting goals. I also maintained top-tier results in risk management and client care audits.
I partnered with Merrill, mortgage, and business banking specialists, driving $1M+ per month in financial services production. I built client relationships across checking, savings, credit, lending, and investment products.
I was selected for Bank of America’s Consumer Investments Development Program, where I completed advanced training in financial planning, investment strategies, and client relationship management. I also mentored peers and supported community financial wellness events.
