Erving Leon Email & Phone Number

Wichita, Kansas, United States

• Facilitate onboarding of new hires and provide in branch training to ensure a successful transition into the role of Member Consultant
• Perform the function of a Member Consultant and model the expected behaviors for new hire observation & development of knowledge/skills needed to serve credit union members
• Provide opportunities for new hires to practice the knowledge and skills learned in Retail classroom training.
• Demonstrate & coach exceptional member service… Show more
• Demonstrate & coach exceptional member service using effective sales skills to achieve individual sales goals and working with teammates to meet branch objectives
• Execute branch operational tasks and provide on the job training for new hires to develop proficiency in completing teller transactions and other day to day branch operational functions.

Sylmar, CA

• Educated clients on digital banking solutions, including mobile banking apps, online account management, and electronic transactions
• Managed daily client finances by providing personalized financial advice, conducting account reviews, and recommending banking products tailored to individual needs.
• Assisted clients with opening and managing accounts, including checking, savings, and investment accounts, ensuring compliance with bank policies and procedures.
• Fostered strong… Show more
• Fostered strong client relationships by addressing inquiries, resolving issues, and delivering exceptional customer service.
• Collaborated with branch team members to identify opportunities for cross-selling additional banking services and products, contributing to overall branch sales targets. Show less

Los Angeles, California, United States

• Facilitated training for new hires and provided orientation across multiple regions in the Los Angeles Metropolitan area, initially serving the San Francisco Bay Area.
• Conducted training classes averaging 10+ participants, ensuring comprehensive onboarding and continuous learning support for store representatives.
• Collaborated with district managers to identify and meet all training and learning needs.
• Assisted district managers with retail interviews, contributing to the… Show more
• Assisted district managers with retail interviews, contributing to the hiring process.
• Served as the LMS administrator, responsible for developing, building, and managing training courses on the E-learning platform. Show less

San Francisco Bay Area

Retail Training Associate for the San Francisco Bay Area covering multiple regions. Facilitating training classes to on-board new hires, provide training support for store representatives and partnering with district managers to fulfill all learning and training needs.

Greater Los Angeles Area

Assisting clients with a better financial future.

Panorama City

• Provided professional customer service, assisting clients with account setup, maintenance, and product inquiries.
• Excelled in cross-selling bank products and services, enhancing customer relationships and achieving sales targets.

Associate’S Degree, Liberal Arts And Sciences/Liberal Studies

Liberal Arts with focus in computer technology.

High School, Mathematics, Science, And Technology

Enrolled in the Magnet Program, focus in mathermatics, science and technology.