Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Ana K Gonzalez

Royse City

Summary

Dedicated Associate Banker recognized for high productivity and efficient task completion. Skilled in client relationship management, financial analysis, documentation skills and compliance adherence. Excel in communication, teamwork, and adaptability, ensuring seamless operations within banking environments. Committed to delivering exceptional customer service and support.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Associate Banker

JPMorgan Chase
Garland
01.2025 - Current
  • Advised customers on bank products, services and financial planning options.
  • Counted currency, coins, and checks received to prepare for deposit or shipment to the branch or Federal Reserve Bank.
  • Conducted risk assessments for high-value transactions to prevent fraud and financial loss.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Ensured compliance with all regulatory requirements during the process of account opening and management.
  • Supported the development process for incoming team members.
  • Assisted clients in setting up online banking services, enhancing accessibility and convenience.

Customer Service Cashier

Walmart
Rowlett
09.2015 - 01.2016
  • Followed established loss prevention procedures when dealing with suspicious customers or activities.
  • Boosted customer satisfaction levels by going extra mile to personalize service for each customer.
  • Answered phone calls to assist customers with questions and orders.
  • Handled customer complaints and concerns promptly, escalating complex issues to direct supervisor for quick resolution.

Child Caregiver

Oakhill Day School
Garland
08.2014 - 08.2015
  • Encouraged positive behaviors, including patience with teachers and fellow kids.
  • Prepared meals, snacks and refreshments for children according to dietary needs and restrictions.
  • Observed and monitored children to identify developmental strengths and target enrichment activities.
  • Communicated with parents or guardians about daily activities, behaviors and upcoming events.
  • Organized age-appropriate activities such as arts and crafts, games and educational lessons.

Education

High School Diploma -

Lakeview Centennial High School
Garland
06-2014

Skills

  • Financial planning
  • Compliance monitoring
  • Risk assessment
  • Transaction processing
  • Online banking setup
  • Customer service
  • Audit support

Certification

Successfully completed the following exams to become a Licensed Registered Representative

  • Securities Industries Essentials (2021)
  • Series 6 (2022)
  • Series 63 (2022)
  • Life Insurance (2022)

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Associate Banker

JPMorgan Chase
01.2025 - Current

Customer Service Cashier

Walmart
09.2015 - 01.2016

Child Caregiver

Oakhill Day School
08.2014 - 08.2015

High School Diploma -

Lakeview Centennial High School

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Ana K Gonzalez