Diana Umana
Lilburn,GA
Summary
Motivated Finance student with over 6 years of banking experience and a solid foundation in financial analysis and account management. Proven ability to communicate complex financial information clearly in both English and Spanish. Passionate about promoting financial literacy and supporting career development through volunteer work.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Personal Banker
Wells Fargo
01.2022 - Current
- Ensured compliance during financial transactions, provided tailored financial advice to build client loyalty, and presented customized banking solutions to meet individual needs.
Lead Teller
Wells Fargo
02.2020 - 01.2022
- Led cash handling operations, ensured vault and drawer accuracy, supported audits, and mentored new tellers to uphold service standards and team development.
Education
Business Administration-Concentration: Finance BBA
Georgia Gwinnett College
Lawrenceville, GA06-2026
Associate of Science - Business Administration And Management
Gwinnett Technical College
Lawrenceville, GA07-2024
Skills
- Relationship building, Customer satisfaction, Attention to detail, Research and data analysis and Portfolio management expertise
Certification
Management & Leadership Specialist Certificate
Human Resources Management Specialist Certificate
Community involvement
Junior Achievement of Georgia – Atlanta, GA
Volunteer Mentor / Classroom Facilitator
Volunteered to deliver financial literacy, career readiness, and entrepreneurship lessons to K–12 students. Facilitated engaging, hands-on activities covering budgeting, saving, and economic decision-making. Collaborated with teachers and fellow volunteers to promote career exploration and connect classroom learning to real-world applications.
Timeline
Associate Personal Banker
Wells Fargo
01.2022 - Current
Lead Teller
Wells Fargo
02.2020 - 01.2022
Business Administration-Concentration: Finance BBA
Georgia Gwinnett College
Associate of Science - Business Administration And Management
Gwinnett Technical College
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