Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
31
31
years of professional experience
Work History
Tax Preparer
H & R Block Tax Services
Tucson, Arizona
12.2023 - 04.2024
Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
Elementary School Teacher
TUSD
Tucson, Arizona
05.2012 - 06.2021
Developed and implemented engaging lesson plans in line with state curriculum standards.
Facilitated a positive learning environment by implementing classroom management techniques.
Created classroom environment that was conducive to learning, including establishing rules and procedures.
Personal Banker Officer
Wells Fargo Bank
Tucson, Arizona
01.2003 - 05.2012
Maintained and built strong client relationships through quality, personalized interactions.
Developed and executed strategies to achieve and exceed sales targets for banking products and services.
Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
Third Key Supervisor
Compass Bank
Tucson, Arizona
12.1999 - 01.2003
Provided guidance to team members in the absence of Store Manager or Assistant Manager.
Cultivated store brand and accomplished strategic business initiatives through close collaboration with district manager.
Supervised and trained staff on product knowledge, customer service skills, and store operations.
Branch Operations Manager
International Bank of Commerce
Harlingen, Texas
08.1993 - 10.1999
Managed the day-to-day operations of the branch including scheduling, staffing, budgeting.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Education
Bachelor of Arts - Elementary Education B.S.
University of Arizona
Tucson, AZ
08-2012
Associate of Applied Science - Liberal Arts and Sciences, Education, Psychology
Pima Community College
Tucson, AZ
05-2001
Skills
Tax Return Preparation
Tax law knowledge
Federal Regulations
People-oriented
Multi-tasking ability
Customer Service-Oriented
Timeline
Tax Preparer
H & R Block Tax Services
12.2023 - 04.2024
Elementary School Teacher
TUSD
05.2012 - 06.2021
Personal Banker Officer
Wells Fargo Bank
01.2003 - 05.2012
Third Key Supervisor
Compass Bank
12.1999 - 01.2003
Branch Operations Manager
International Bank of Commerce
08.1993 - 10.1999
Bachelor of Arts - Elementary Education B.S.
University of Arizona
Associate of Applied Science - Liberal Arts and Sciences, Education, Psychology