Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

ANGIE DIAZ

Fort Lauderdale,FL

Summary

Detail-oriented and bilingual finance professional with over 5 years of customer service and banking experience. Proven ability to manage financial transactions, analyze account data, resolve discrepancies, and ensure compliance with regulatory standards. Adept in financial reporting, vendor communication, and high-volume processing. Fast learner with excellent problem-solving and time management skills.

Overview

5
5
years of professional experience

Work History

Associate Relationship Banker

JP Morgan Chase
Weston, FL
04.2025 - Current
  • Built strong relationships with clients to understand their financial needs.
  • Processed loan applications and guided clients through approval steps.
  • Conducted comprehensive financial needs assessments to offer tailored banking products and services, identifying opportunities to optimize their financial strategies and services.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
  • Facilitated account openings, including checking, savings, and business accounts, adhering to compliance standards.
  • Ensure full compliance with regulatory requirements and confidentiality.

Part Time Associate Banker ME

JP Morgan Chase
10.2022 - 04.2025
  • Engage clients as they enter the branch by welcoming them and making them feel appreciated.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Opened, updated, and maintained personal and business accounts.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Adhered to established security procedures and reported potential fraud, resolving discrepancies and ensuring accuracy and compliance.
  • Investigated customer inquiries and resolved discrepancies in a helpful and timely manner.
  • Executed wire transfers, stop payments, account transfers, and provided statements to customers.

Lead Customer Service Representative

Banana Republic
11.2020 - 09.2022
  • Operated a checkout lane and associated retail equipment, including scale, barcode scanner, belt, and cash register
  • Performed all checkout procedures quickly and accurately each time.
  • Assisted sales floor staff with stocking shelves, keeping front lanes tidy, and assisting guests when needed
  • Maintaining the floor organized at all times
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly, and escalated major issues to the supervisor.

Education

BBA - Business Administration in Finance

Florida International University
Miami, FL
2026

Skills

  • Fluent in Spanish and English
  • Security protocols
  • Team Collaboration
  • Consumer banking
  • Detail-oriented
  • Customer service experience
  • Money-handling abilities
  • Exceptional interpersonal communication skills, coupled with a strong attention to detail, and efficient time management abilities
  • Ability to quickly and accurately learn products, services, and procedures
  • Issue resolution
  • Financial analysis
  • Customer service
  • Regulatory compliance

Languages

Spanish
Native/ Bilingual

Timeline

Associate Relationship Banker

JP Morgan Chase
04.2025 - Current

Part Time Associate Banker ME

JP Morgan Chase
10.2022 - 04.2025

Lead Customer Service Representative

Banana Republic
11.2020 - 09.2022

BBA - Business Administration in Finance

Florida International University

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