Alondra Guzman
West Point,UT
Summary
Result-driven Financial Service Representative with strong background in customer service, financial literacy and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Devoted to giving every customer a positive and memorable experience.
Overview
8
8
years of professional experience
Work History
FINANCIAL SERVICES REPRESENTATIVE
Goldenwest Credit Union
01.2016 - Current
- Established strong and positive working relationships within organization to contribute to my team success
- Held financial conversations with members and prospects to determine needs and provide appropriate solutions
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to members
- Cross-sold credit union products and services based on member needs to boost sales, and try to meet goals
- Balanced daily cash deposits and branch vault inventory with almost zero error rate
- Received and processed deposits, withdrawals and loan payments
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions
- Interviewed members to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans
- Process consumer loan applications
- Received and posted payments to loan accounts.
Education
Business Admin Services -
Davis Applied Technology College
Kaysville, UT07.2015
High School Diploma -
Syracuse High School
Syracuse, UT06.2013
Skills
- Teller Transactions
- Cash Handling
- Problem-Solving
- Financial Product Sales
- Regulatory Compliance
- Customer Relationship Building
- Strong Work Ethic
- Punctual and Dependable
- Time Management
- Process Consumer Loan Applications
Languages
Spanish
Native or Bilingual
Timeline
FINANCIAL SERVICES REPRESENTATIVE
Goldenwest Credit Union
01.2016 - Current
Business Admin Services -
Davis Applied Technology College
High School Diploma -
Syracuse High School