William Garcia
Customer Experience Banker @Huntington National Bank
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WORK HISTORY
Customer Experience Banker @Huntington National Bank
Melrose Park, IL, US
Excelled in delivering exceptional customer experiences and generating significant investment assets through strategic client engagement. • Conducted structured discovery conversations to uncover client financial goals and planning opportunities. • Processed high-volume transactions with operational accuracy, adhering to daily balancing standards. • Maintained strong cross-functional collaboration to provide integrated financial solutions, enhancing overall client satisfaction.
EDUCATION
Lane Technical College Prep High School
High School Diploma
University of Illinois Urbana-Champaign
Bachelor of Science - BS, Financial Planning and Services
ABOUT WILLIAM GARCIA
Hi! I’m a first-generation graduate from the University of Illinois Urbana-Champaign with a B.S. in Financial Planning, and I’m currently on track to sit for the CFP® exam in November 2026.What drives me is simple: I love helping people feel confident and in control of their money. I believe financial planning should be clear, empowering, and accessible—especially for those who’ve never had someone in their corner. That’s what I’m here for.I’ve completed all the CFP Board–registered education requirements, hold my FINRA SIE® certification, and have experience supporting clients with integrity and care. Now, I’m seeking an Associate Advisor or Wealth Management Associate role at a firm where values like teamwork, trust, and human connection aren’t just buzzwords—they’re embedded in the culture.Kind, driven, and ready to make an impact. If you’re looking for someone who takes the work seriously—but never forgets the why—let’s connect.
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