Jacob Fajardo
North Richland Hills,USA
Summary
Detail-oriented banking professional with experience in retail banking as a Relationship Banker and Teller. Skilled in relationship building, cash handling, account management, and cross-selling financial products. Committed to helping customers achieve financial goals while ensuring accuracy and compliance. Aspiring to advance within the financial services industry.
Overview
3
3
years of professional experience
Work History
RELATIONSHIP BANKER
Legacy Bank and Trust
Fort Worth, TX
03.2026 - Current
- Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner.
- Fostered customer relationships through exceptional service and timely responses to inquiries.
- Assessed client financial needs to deliver customized banking solutions, strengthening client trust and loyalty.
- Processed loan payments, credit card payments, cashiers checks, and other monetary transactions accurately.
- Analyzed client portfolios to identify opportunities for cross-selling additional products and services.
- Resolved account issues swiftly and effectively, improving customer satisfaction and retention.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
TELLER (REHIRE)
Unity One Credit Union
Fort Worth
03.2025 - 11.2025
- Processed customer transactions efficiently and accurately using point-of-sale systems.
- Assisted members with account inquiries, delivering exceptional service that improved member satisfaction.
- Balanced cash drawer daily, ensuring accuracy in financial reporting and adherence to compliance standards.
- Trained members on credit union offerings, empowering informed financial decision-making.
- Collaborated with team members to streamline workflows, improving service delivery efficiency.
TELLER
Unity One Credit Union
North Richland Hills, TX
05.2023 - 11.2023
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly.
- Completed financial transactions, including deposits, withdrawals, and loan payments.
Education
Associates of Applied Science - Business Administration
Tarrant County College
Hurst, TX11-2027
High School Diploma -
Richland High School
TX05-2025
Skills
- Banking product sales
- Banking compliance
- Financial analysis
- Customer relationship development
- Product upselling
- Data entry efficiency
- Exceptional customer service
- Professionalism and courtesy
LANGUAGES
English - Fluent
Spanish - Fluent
Timeline
RELATIONSHIP BANKER
Legacy Bank and Trust
03.2026 - Current
TELLER (REHIRE)
Unity One Credit Union
03.2025 - 11.2025
TELLER
Unity One Credit Union
05.2023 - 11.2023
Associates of Applied Science - Business Administration
Tarrant County College
High School Diploma -
Richland High School