Brandon Holguin
Kansas City
Summary
Flexible hard worker ready to learn and contribute to team success.
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
3
3
years of professional experience
Work History
Universal Banker
Bank of labor
09.2025 - Current
- Assisted clients with account inquiries and transaction requests.
- Processed loan applications and guided customers through banking products.
- Managed daily cash transactions and balanced cash drawers accurately.
- Resolved customer issues promptly to ensure satisfaction and retention.
- Conducted financial assessments to recommend suitable banking solutions.
- Participated in community outreach programs to promote financial literacy initiatives.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Answered telephone inquiries regarding account balances, fees or general information.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
Personal banker
Academy Bank
12.2023 - 09.2025
- Assisted clients with account openings and inquiries at Academy Bank.
- Processed transactions efficiently using banking software systems.
- Educated customers on financial products and services available at the bank.
- Maintained accurate records of customer interactions and transactions.
- Collaborated with team members to enhance customer service experiences.
- Resolved client issues promptly while adhering to bank policies.
- Conducted routine audits to ensure compliance with banking regulations.
Bank Teller
Arvest Bank
Kansas City
02.2023 - 07.2023
- Processed customer transactions accurately and efficiently.
- Assisted customers with account inquiries and service requests.
- Promoted bank services to enhance customer engagement.
Education
High school diploma -
J C Harmon High School
KansasSkills
- Cash Handling
- Cashiering
- Business banking
- Business development
- Account Management
- Cold Calling
- Relationship Management
- Marketing
- Financial Services
- Transaction processing
- Banking software
- Compliance auditing
- Financial product knowledge
- Customer relationship management
- Customer account management
- Service enhancement
- Sales promotion
- Team collaboration
- Problem solving
- Attention to detail
Languages
Spanish
Native/ Bilingual
A1
Timeline
Universal Banker
Bank of labor
09.2025 - Current
Personal banker
Academy Bank
12.2023 - 09.2025
Bank Teller
Arvest Bank
02.2023 - 07.2023
High school diploma -
J C Harmon High School