Angely Sepulveda Rivera
Milwaukee
Summary
Detail-oriented business and driven business student with a passion for translating technical/financial information into clear customer guidance. Demonstrated experience in financial data analysis, compliance review, and records management across banking and nonprofit sectors. Seeking finance operations and compliance-adjacent roles that require timely identification of discrepancies, analysis of data patterns, and generation of accurate reports while maintaining strict confidentiality.
Developed valuable skills in client-focused banking environment, including financial acumen and customer relationship management. Looking to transition into new field where these skills can drive success and growth. Committed to delivering exceptional service and building lasting relationships in any new role.
Overview
3
3
years of professional experience
Work History
Relationship Banker
Tri City National Bank
Oak Creek, WI
10.2024 - Current
- Promoted to relationship banker based on strong customer service, transaction accuracy, and leadership in operational procedures.
- Serve as a frontline contact for clients, handling 30-50 deposits, withdrawals, and account inquiries per shift while delivering professional, solutions-oriented service.
- Analyze daily financial transactions to identify discrepancies, balance cash drawers, and maintain detailed records in line with banking, security, and fraud-prevention standards.
Financial Analyst Intern
United Community Center
Milwaukee, WI
10.2025 - 12.2025
- Processed and verified 30-40 vendor invoices weekly, analyzing financial data for accuracy and alignment with organizational policies, helping reduce errors and streamline departmental workflow.
- Maintained detailed financial records in Blackbaud ERP to support data tracking, reporting, and audit readiness.
- Compiled and organized 10 documents for audit review, using data validation and record analysis to improve accuracy in accounts payable processes.
Paint Sales Associate
Lowe’s Home Improvement
Franklin, WI
09.2023 - 10.2024
- Advised 20-30 customers per shift on paint and materials by assessing project needs, product specifications, and budget to recommend effective solutions, performing approximately 50 color matches per shift.
- Processed transactions and maintained accurate sales documentation to support smooth checkout and inventory tracking.
Executive Assistant Intern
United Community Center
Milwaukee, WI
01.2023 - 08.2023
- Assisted in revising and analyzing documentation for state audit preparation, helping ensure compliance with regulatory standards.
- Developed and implemented an organized filing system for staff and operational records, improving information accessibility and retrieval.
- Managed confidential records and supported administrative reporting processes with accuracy and attention to detail.
Education
B.S. - Business: Minor in Elective Studies
Alverno College
Milwaukee, WISkills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Achieved [Result] through effectively helping with [Task].
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Financial Analyst Intern
United Community Center
10.2025 - 12.2025
Relationship Banker
Tri City National Bank
10.2024 - Current
Paint Sales Associate
Lowe’s Home Improvement
09.2023 - 10.2024
Executive Assistant Intern
United Community Center
01.2023 - 08.2023
B.S. - Business: Minor in Elective Studies
Alverno College