Looking to secure a full time position that allows for development of skills and further career growth. I have over 15 years of experience in customer service and financial services. Coachable and dependable with a wide range of skills.
Work History
Assistant Branch Manager
1 Year 9 Months
Texas Trust Credit Union | 01.2025 - Current
Support daily branch operations, including staff scheduling and coordinating branch coverage.
Assist with new-hire training, onboarding, and required employee certifications.
Assist with monthly, quarterly, and annual branch audits to ensure accuracy and compliance.
Monitor branch security and safety through camera observation and appropriate follow-up when needed.
Lead and support branch initiatives focused on employee engagement, and branch performance.
conduct monthly COIN and SODA coaching reviews with employees and management to support development and performance.
Help coordinate team outings, employee engagement activities, and initiatives that promote teamwork and morale.
Provide ongoing coaching, support, and guidance to employees to help achieve branch goals and deliver exceptional member service.
Sales Service Associate
3 Years 1 Month
Texas Trust Credit Union | 09.2023 - Current
Proactively open new checking accounts.
Follow up with any member escalations.
Process domestic and international wire transfers.
Relay information to appropriate departments.
Complete audits reports monthly, quarterly and yearly.
Complete membership reports as needed.
Discuss different products and services to build better financial futures.
Uber Driver
3 Years
Uber | 08.2020 - 08.2023
As an Uber driver I constantly meet and greet new people everyday and all day.
I communicate in both English and Spanish.
I make sure I am driving people safely to their desired location, communicating with them as much as they want to make them comfortable as possible.
I also make sure daily that my vehicle is maintained and well kept to provide a clean great experience for everyone.
RETAIL PERSONAL BANKER I
11 Years 1 Month
Comerica Bank | 05.2008 - 06.2019
Build rapport with new and existing clients to uncover opportunities to offer them.
Open and process all products offered by the bank.
Advice clients with products that will best suit their needs.
Cross sell banking products and services.
Texas Notary Services
CUSTOMER SERVICE REPRESENTATIVE
Handle all paying and receiving transactions accurately and efficiently.
Contribute directly to the achievement of sales by recognizing opportunities to make referrals.
Professional and personable interaction with customers.
Vault teller for banking center.
Train new tellers on referrals, perform audits, approve signature cards and atm services.
TELLER SUPERVISOR
3 Years
JP Morgan Chase Bank | 05.2005 - 05.2008
Process customer financial transactions.
Identify and sell products beneficial to the customers needs.
Identify fraudulent activity to prevent potential loss.
Maintain working in a fast-paced, high-volume, face to face customer interaction.
Secretary
1 Year 5 Months
Callahan George Mulvihill Law Firm | 07.2003 - 12.2004
Received client calls throughout the day.
Developed call log to organize client messages to lawyers.
Organized calendar for three lawyers keeping their client and court appointments on time and accurate.
Went to court with lawyers to broaden my understanding of my position.
Education
High School
Pasadena High School | Pasadena, TX | 01.2003
Skills
Bilingual Spanish
Customer Service
Banking
Computer Skills
Financial Services
Account Management
Time Management
Office Management
Certification
Notary services, January 2017 to January 2019
Languages
Spanish
Additional Information
QUALIFICATIONS
Strong communication skills
Excellent oral and written communication skills.
Ability to work independently without close supervision.
Reliability and trustworthiness in handling confidential information.
Ability to work well under pressure and work overtime, when required.