Gabriel Gutierrez
Palmdale,CA
Summary
Proven track record in financial services and team leadership, notably at Logix Federal Credit Union. Excelled in relationship building and commodity sales, achieving monthly referral goals and driving sales growth. Demonstrated professionalism and a goal-oriented focus, enhancing customer satisfaction and team performance.
Overview
7
7
years of professional experience
Work History
Teller/Financial Services Representative
Logix Federal Credit Union
07.2022 - 05.2024
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Maintained in-depth knowledge of bank products, and services to provide appropriate recommendations to members.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
- Responded to inquiries from clients and provided financial advice to drive financial growth.
- Achieved team and self referral goals each month
- Advised clients on favorable investment opportunities to meet established financial goals
Shift Supervisor
Starbucks
02.2017 - 06.2022
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures and balanced tills.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Responded to and resolved customer questions and concerns.
- Managed shift operations, supplied resources and monitored team performance to keep business profitable and running smoothly.
- Conducted performance reviews and provided staff with feedback and guidance.
Education
High School Dipolma -
Quartz Hill High School
Quartz Hill, CASkills
- Commodity Sales
- Relationship building and management
- Professionalism and Courtesy
- Goal-oriented focus
- Positive
Timeline
Teller/Financial Services Representative
Logix Federal Credit Union
07.2022 - 05.2024
Shift Supervisor
Starbucks
02.2017 - 06.2022
High School Dipolma -
Quartz Hill High School
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