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 • 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 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.• Diagnose knowledge or performance gaps and adapt training program to supplement learning needs to build the fundamental competencies required for execution of the Member Consultant role. • Use role play scenarios % other training techniques to develop new hire’s knowledge of products and components of successful sales conversations• Identify challenging situations new hires may face when serving members. Support the new hire in learning to work through these scenarios practicing conversation strategies to create a satisfactory resolution for the member• Share knowledge of products, procedures, and policies common in the financial services industry to continually support the new hire’s understanding of the information needed to perform the functions of the position.• Support compliance and regulatory training that is applicable to the position. Ensure the new hire becomes adept in using Archer as a resource for gaining this information while on the job.• Provide coaching and feedback to new hire Member Consultants. Deliver weekly progress reports for new hires to branch leadership• Monitor new hire’s progress & provide assessment to retail management Show less

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 • 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 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 • 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 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.