Financial services professional with almost 4 years experience. Motivated and young professional looking to grow in my career with a strong ability to adapt to ever changing environments.
Overview
8
8
years of professional experience
Work History
CRC (Client Relationship Consultant)
U.S. Bank NA
Cedar Falls, IA
01.2023 - Current
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Enhanced communication among team members to foster collaborative and supportive work environment.
Analyzed data sets to identify trends and opportunities for process improvements within client organizations.
Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Teller
WELLS FARGO
09.2021 - 11.2022
Provided excellent customer service by answering client questions or concerns, forwarding messages to the right departments and confirming appointments as necessary
Skilled at receiving and processing banking transactions
Knowledge of proper cash handling procedures
Counting money in the drawer at the start of the shift (and the end of it), operating and balancing of teller drawers and main bank vault.
OFFICE ASSISTANT
TURNKEY PROPERTY SERVICES
07.2019 - 01.2021
Provide exceptional customer service by answering client concerns, forwarding messages and confirming appointments as necessary
Perform general office duties, such as filing and faxing
Managed and order supplies within the budget guidelines of the company
Filed and maintained legal documents, such as court documents and legal lease documents
OPERATIONS
TURNKEY PROPERTY SERVICES
01.2017 - 07.2019
Performed landscaping work including general clean up and trim work
Involved with maintenance and small repairs
Working with tenant requests for clean up or yard work
Built and maintained positive relationships with renters
Education
HIGH SCHOOL DIPLOMA -
EXPO HIGH SCHOOL
05.2021
Skills
Strong ability to adapt to fast paced and changing environment
Fluent in Spanish
Ability to interact with clients effectively
Excellent communication and interpersonal skills
Ability to recommend products and services to benefit the client
References
Bryan Campbell, U.S. Bank District Manager, (816)-213-8405
Chris Huinker, Direct Branch Manager, (319)-404-1808
Marilyn Wieman, Maintenance work, (319)-233-3219
Dan Bigler, Church deacon, (319)-404-1706
Sylvia Hanson, Veridian Credit Union Manager, (319)-830-6425
Volunteer Experience
Iglesia Cristiana Church, 2015, Waterloo, IA, Maintenance, Maintenance of church: landscaping, yard work, small plumbing/electrical projects, various projects for events
Iglesia Cristiana Church, 2015, Waterloo, IA, Music Director, Direct and plays in the church band, assist in creating and maintaining teamwork
Hope City Church, 2018, 2019, 2020, 2021, Waterloo, IA, Annual church community outreach