Ismael Diaz
United Federal Credit Union
Reno,NV
8
years of professional experience
Results-driven banking professional with expertise in financial services, risk management, and customer relations. Specializes in financial analysis, loan processing, and regulatory compliance. Proven ability to collaborate effectively within teams and adapt to evolving needs, delivering impactful solutions.
Work History
Teller
3 Months- Managed cash drawer and balanced daily transactions, maintaining accuracy in financial reporting.
- Processed customer transactions efficiently and accurately, ensuring compliance with credit union policies.
- Assisted members with account inquiries, providing exceptional service and resolving issues promptly.
- Educated members on products and services, enhancing their understanding of available options.
Warehouse Operations Associate
3 Years 5 Months- Utilized warehouse management systems to track inventory levels and monitor supply chain performance.
- Led process improvement initiatives that enhanced productivity and reduced operational costs within the warehouse environment.
- Contributed to increased productivity through effective collaboration with team members and supervisors on daily tasks.
- Coordinated daily shipping and receiving operations, ensuring timely order fulfillment.
Personal Banker
2 Years 1 Month- Analyzed client financial situations to recommend optimal solutions for credit, savings, and investment options.
- Guided customers in selecting suitable banking products and services to meet financial needs.
- Cultivated relationships with clients, enhancing customer loyalty through personalized service and follow-ups.
- Trained new staff on operational procedures, ensuring adherence to compliance and regulatory standards.
- Collaborated with team members to identify cross-selling opportunities, contributing to branch revenue growth initiatives.
Teller
1 Year 8 Months- Utilized banking software for transaction processing, ensuring adherence to security protocols and data integrity.
- Collaborated with team members to streamline operational processes and improve workflow efficiency.
- Adapted quickly to changes in procedures, demonstrating flexibility in a fast-paced environment.
- Supported branch initiatives by participating in community outreach events to promote credit union services.
Education
Associate of Science - Engineering Physics
Skills
Cross-selling expertise
Relationship building
Multitasking Abilities
Bilingual or multilingual
Goal-oriented focus
Multitasking
Timeline
Teller
United Federal Credit Union
06.2026 - CurrentRead More
Warehouse Operations Associate
Patagonia
11.2022 - 04.2026Read More
Personal Banker
Wells Fargo
08.2020 - 09.2022Read More
Teller
Wells Fargo
12.2018 - 08.2020Read More
Truckee Meadows Community College
Associate of Science from Engineering Physics
Read More