Fernando Ancer
McAllen,Tx
Summary
Ambitious, career-focused job seeker, anxious to obtain a Compliance/Internal Audit Clerk position to help launch a career in Banking Operations while achieving company goals. Proficient in reporting and analyzing financial documentation. 4+ of financial services experience
Overview
5
5
years of professional experience
1
1
Certification
Work History
Risk and Insurance Analyst- Property and Casualty
Farmers Insurance Company
12.2022 - Current
- Developed successful customer relationships and increased sales.
- Gathered essential property information from clients and performed property examinations to ensure the eligibility of clients' property.
- Analyzed client's property for potential risk factors and recommended adequate insurance coverage.
- Worked closely with underwriting to gather necessary documentation for repairs or additions to a client's property.
Banking Center Operations Specialist • New Account, Representative/Bank Teller
Texas National Bank
02.2022 - 07.2022
- Provided transactional services along with creating new relationships for the institution.
- Specialized in opening and closing new and existing customer accounts, as well as cross-selling products that aligned with customer needs.
Banking Center Operations Specialist • New Account, Representative/Bank Teller
Texas Regional Bank
03.2020 - 01.2022
- Specialized in opening and closing new and existing customer accounts, as well as cross-selling products that aligned with customer needs.
- Specialized in reporting and analyzing high volume transactions exceeding $10,000 or more in compliance with AML and OFAC regulations
- Trained staff and users to work with computer systems and programs.
Teller Operation Specialist • Bank Teller
Texas Regional Bank
06.2019 - 03.2020
- Specialized in handling all transactional services, including bank deposits, monetary withdrawals, financial transfers, and other bank transactions.
Intern (operations) • Intern
Texas Regional Bank
02.2019 - 06.2019
- Attended and participated in industry events.
- Adhered to financial services security and audit procedures.
Education
Bachelor of Business Administration - Finance
The University of Texas Rio Grande Valley
Edinburg, TX12.2022
Skills
- Fiserv banking applications (Premier Navigator, Director)
- Property Insurance
- Sales and Marketing
- Bilingual (verbal/written Spanish/English)
- Financial accounting principles
- Regulatory reporting documentation generation and preparation
- BSA/AML/OFAC/KYC experience
- Banking policies and procedures
- Deposit Account Origination
- Risk Identification and Mitigation
Certification
- Property and Casualty Insurance License - 2023
References
Norma Trevino- Operations Manager- Texas Regional Bank Ph: (956) 393-8288
Cooper Thompson- VP, Finxact Innovation Center- Fiserv Ph: (956) 607-8013
Languages
English
Native/ Bilingual
Spanish
Professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Risk and Insurance Analyst- Property and Casualty
Farmers Insurance Company
12.2022 - Current
Banking Center Operations Specialist • New Account, Representative/Bank Teller
Texas National Bank
02.2022 - 07.2022
Banking Center Operations Specialist • New Account, Representative/Bank Teller
Texas Regional Bank
03.2020 - 01.2022
Teller Operation Specialist • Bank Teller
Texas Regional Bank
06.2019 - 03.2020
Intern (operations) • Intern
Texas Regional Bank
02.2019 - 06.2019
Bachelor of Business Administration - Finance
The University of Texas Rio Grande Valley
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