Fabián Vargas López

Prepares and cooks food, serves customers, completes other duties as assigned. I am also cross trained in the catering and cafeteria departments, both require self supervision and people skills.

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

• Managed office inventory and ordered new supplies when items were running low.
• Reported financial data and updated financial records in ledgers and journals.
• Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
• Matched purchase orders with invoices and recorded necessary information.
• Pitched in to assist with special projects and additional tasks.

• Investigated and resolved account issues by offering applicable options to customers.
• Counted currency, coins and checks in cash drawer, night depository and ATM.
• Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
• Supported tellers by processing transactions involving money orders, cashiers checks and payments.
• Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.