Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
4
4
years of professional experience
Work History
Branch Relationship Banker/MLO
California Bank & Trust
01.2024 - Current
Responsible for acquiring, analyzing, and maintaining strong client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs
Maintains a working knowledge of consumer and business banking products and services including digital products and services.
Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
Teller
California Coast Credit Union
04.2022 - 01.2024
Handled large volumes of currency quickly and accurately with minimal errors.
Explained the features of various banking products available to customers.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Leveraged customer service and sales abilities to consistently meet performance goals.
Processed wire transfers for customers both domestically and internationally.
Sales Associate
The North Face, Las Americas San Diego
01.2021 - 01.2022
.
Assessed customer needs to provide assistance and information on product features.
Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
Helped customers find specific products, answered questions, and offered product advice.
Stocked shelves and supplies and organized displays to focus customer attention on specific items.
Education
A.A - Accounting/Marketing Major
Southwestern College
02.2025
Skills
NCUA's knowledge of operations and compliance
FDIC knowledge of operations & compliance
Detail-oriented
Client/Member Service
Proficient verbal and written communication
Organizational
Empathetic
Analytical
Teamwork
Resourcefulness
Cash handling
Interpersonal skills
Awards
High School Diploma
Certificate for MAAC Unidos in Finance Spring 2022 (cohort 7)