Anahi Saenz
Dallas
Summary
Results-driven Senior Personal Banker with expertise in relationship building, financial planning, and risk management. Delivers tailored banking solutions through effective communication and problem-solving skills. Bilingual professional dedicated to providing high-quality service and simplifying complex information for clients.
Overview
3
3
years of professional experience
Work History
Senior Personal Banker
First Convenience Bank
08.2025 - Current
- Cultivated strong client relationships by providing personalized financial advice, resulting in increased customer loyalty and retention.
- Fostered a welcoming environment for clients, ensuring personalized attention and building trust for long-term relationships.
- Implemented banking software, streamlining transaction processes and enhancing service efficiency.
- Introduced a mobile banking initiative, improving customer access to services and generating positive feedback from users.
- Developed targeted marketing campaigns with team, leading to measurable improvements in new account openings.
- Maintained accurate financial records and conducted regular audits to ensure compliance with banking regulations and standards.
Front of House Employee
Hopdoddy Burger Bar
Dallas
07.2023 - 12.2024
- Enhanced guest experiences by implementing a streamlined seating process, leading to a noticeable increase in overall customer satisfaction.
- Assisted with seating arrangements, enhancing guest comfort and optimizing flow.
- Maintained cleanliness of dining area, ensuring a welcoming environment for guests.
- Checked food quality before serving, ensuring standards met for customer satisfaction.
- Trained in multiple roles including bussing tables and bartending to support team operations.
- Cross-trained in other areas such as bussing tables or bartending.
High School Intern
Parkland Hospital
Dallas
06.2023 - 08.2023
- Collaborated on lesson plans to enhance student engagement and learning outcomes.
- Designed and administered surveys to collect student feedback for course improvement.
- Developed materials for class presentations to support effective teaching.
- Conducted research related to course topics and presented findings to faculty members.
Education
High School Diploma -
H Grady Spruce High School
Dallas, TXSkills
- Financial Analysis
- Customer service
- Task Prioritization
- Cross-functional teamwork
- Problem-Solving
- Attention to detail
- Microsoft Office
- Effective communication
- Communication
- Adaptability
Languages
Spanish, Novice
Timeline
Senior Personal Banker
First Convenience Bank
08.2025 - Current
Front of House Employee
Hopdoddy Burger Bar
07.2023 - 12.2024
High School Intern
Parkland Hospital
06.2023 - 08.2023
High School Diploma -
H Grady Spruce High School