Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Edward Szwab

Sugar Land

Summary

Passionate individual with adequate experience in customer service and cash handling at banking institutions. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by building new and existing relationships.

Overview

3
3
years of professional experience

Work History

Bilingual Retail Banker II

Woodforest National Bank
04.2023 - Current
  • Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
  • Collaborated with team members to achieve branch sales targets and enhance overall productivity.
  • Identified opportunities for cross-selling financial products, resulting in higher revenue generation.
  • Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.
  • Managed risk effectively by adhering to bank policies and procedures during transactions.
  • Consistently met or exceeded individual performance goals, contributing significantly to overall branch success.
  • Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Monitored and verified suspicious activity on customer accounts.

Litigation Paralegal

J Diamond & Associates
01.2023 - 03.2023
  • Completed electronic court filings at state and federal levels.
  • Drafted legal documents, pleadings, and correspondence
  • Billed time in Timeslips for legal work conducted on active cases
  • Engaged in customer service by speaking with active clients on case updates and a plan of action moving forward
  • Summarized depositions for attorneys to use in trial settings
  • Aided in the discovery process by supplementing responses to production, admission, and interrogatories to opposing counsel
  • Performed administrative tasks such as scheduling meetings & depositions and answering phone calls from active clients

Legal Assistant

Law Offices Of Joel A. Nass
08.2021 - 11.2021
  • Organized documents to manage paper and electronic filing systems of clients.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
  • Assisted attorneys with reviewing and organizing witness reports.
  • Prepared and drafted correspondence and legal forms to maintain smooth communications.

Education

Bachelor of Arts - Political Science

University of Houston
Houston, TX
05.2021

Skills

  • Bilingual in Spanish
  • Cash Handling
  • Customer Service
  • Fraud prevention
  • Product and Service Sales
  • Branch operations
  • Consumer Banking
  • Banking Software Familiarity

Languages

English
Native or Bilingual
Spanish
Native or Bilingual
Romanian
Native or Bilingual
Portuguese
Limited Working

Timeline

Bilingual Retail Banker II

Woodforest National Bank
04.2023 - Current

Litigation Paralegal

J Diamond & Associates
01.2023 - 03.2023

Legal Assistant

Law Offices Of Joel A. Nass
08.2021 - 11.2021

Bachelor of Arts - Political Science

University of Houston

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Edward Szwab