Azul Davila
Laredo
Summary
Offering solid foundation in client relationship management and financial principles, eager to learn and grow. Brings strong analytical skills and excellent communication abilities, ready to use and develop problem-solving and customer service skills in [Desired Position] role.
Experienced with customer relationship management, ensuring high levels of client satisfaction and loyalty. Utilizes financial analysis to provide tailored banking solutions. Track record of navigating complex banking procedures and enhancing operational efficiency.
Overview
4
4
years of professional experience
Work History
Sr Personal Banker
First Convenience Bank
08.2024 - Current
- Assisted clients with banking inquiries, ensuring a positive customer experience.
- Processed account openings and closings efficiently to meet client needs.
- Supported daily operations by maintaining accurate transaction records.
- Educated customers on banking products and services to enhance financial literacy.
Associate
Walmart
02.2022 - 08.2024
- Conducted market research to support strategic initiatives and inform decision-making processes.
- Assisted in data analysis to identify trends and improve operational efficiency.
- Collaborated with cross-functional teams to develop project plans and timelines.
- Prepared reports and presentations for stakeholder meetings, ensuring clarity and accuracy.
Education
High School Diploma -
United South High School
Laredo, TXSkills
- Relationship management
- Loan origination
- Portfolio management
- Wealth management
- Customer service
- Verbal and written communication
- Organizational skills
- Database entry
- Customer follow-up
- Documentation and recordkeeping
- Document management
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Sr Personal Banker
First Convenience Bank
08.2024 - Current
Associate
Walmart
02.2022 - 08.2024
High School Diploma -
United South High School
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