Experienced banking professional with a keen eye for detail and a strong commitment to ethical practices. Seeking a challenging position to expand knowledge and skills and pursue a high-level career in a professional environment. Passionate about making a positive impact on the community through work.
Overview
9
9
years of professional experience
Work History
Legal Processing Specialist I
Orange County Superior Court
08.2023 - 11.2023
Initiated cases for the Juvenile Dependency Department
Ensured proper handling of sensitive information with strict adherence to confidentiality protocols.
Conducted thorough legal research to support case development and strategy formation.
Managed court calendar proactively, avoiding missed deadlines or scheduling conflicts that could impact
case progress.
Electronically filed court cases and prepared documents for courtroom to review.
Maintained up-to-date knowledge of court laws and procedures, ensuring compliance at all times.
Client Service Associate II
Zions Bancorporation
02.2020 - 05.2021
Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests.
Executed customer transactions, including deposits, withdrawals and cash advances.
Executed wire transfers, stop payments and deposit adjustments.
Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Identified sales opportunities and referred customers to branch partners in financial services.
Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
Bank Teller
Wells Fargo
05.2015 - 10.2016
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Audited fellow teller currency to contribute to dual-control procedures.
Sold and cross-sold bank products to new and existing customers.
Provided customer records on demand, including account statements and copies of checks.
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Accessed computerized financial information to answer questions related to specific accounts.
Education
High School Diploma -
Lorin Griset Academy
Santa Ana, CA
01.2012
Skills
Fast Learner
Adaptability
Data Processing
Document Review
Rapid data entry skills
Bilingual (Spanish)
Problem-Solving
Teamwork and Collaboration
Excellent time management skills
Organizational Skills
Multitasking
Maintains confidentiality
Timeline
Legal Processing Specialist I
Orange County Superior Court
08.2023 - 11.2023
Client Service Associate II
Zions Bancorporation
02.2020 - 05.2021
Bank Teller
Wells Fargo
05.2015 - 10.2016
High School Diploma -
Lorin Griset Academy
Similar Profiles
Michael MaherMichael Maher
Judicial Assistant at Orange County Superior CourtJudicial Assistant at Orange County Superior Court