Summary
Overview
Work History
Education
Skills
Community Service
Timeline
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James A. Velasquez

San Antonio,TX

Summary

Highly motivated and dependable worker with extensive customer service experience. I have a track record as being recognized as the top food and beverage sales server. I'm outgoing and an enthusiastic professional who takes pride in my work and creating a memorable experience for customers. A team player with a positive attitude willing to help achieve company goals.


Talented banking teller prepared for this role with strong focus on customer service, cash handling, and transaction processing. Proven ability to work collaboratively within team to achieve results, adapting to changing needs seamlessly. Reliable, trustworthy, and skilled in communication, problem-solving, and financial accuracy. Consistently delivers exceptional service while maintaining high standards and efficiency.


Positive, analytical thinker with solid foundation in accounting principles and financial analysis. Possesses strong skills in data management and reporting, along with fundamental understanding of investment strategies and financial regulations. Dedicated to leveraging these abilities to drive accurate and impactful financial reporting and analysis.

Overview

4
4
years of professional experience

Work History

Investment Financial Accounting

Frost Bank
06.2025 - Current
  • Managed investment portfolio reconciliations ensuring accuracy and compliance with regulatory standards.
  • Prepared detailed financial statements, enhancing transparency for internal and external stakeholders.
  • Collaborated with finance teams to streamline accounting processes, improving overall efficiency.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

Bank Teller

Frost Bank
09.2024 - 06.2025
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Audited fellow teller currency to contribute to dual-control procedures.

Lead Server/bartender

Smoke Texas, Riverwalk
05.2022 - 08.2024
  • Enhanced customer satisfaction by providing attentive and personalized service during busy shifts
  • Supported the maintenance of inventory levels by monitoring supplies and communicating needs to management
  • Learned and followed local alcohol laws to keep restaurants compliant with regulations while serving spirits
  • Trained new hires on restaurant policies, procedures, and exceptional customer service standards
  • Worked with a POS system to place orders, manage bills, and handle complimentary items
  • Achieved departmental goals by developing and executing strategic plans and performance metrics

Education

BBA - Accounting

Texas A&M- San Antonio
San Antonio, TX
06.2024

High School - undefined

Ronald Reagan High School
San Antonio, TX
05.2019

Skills

  • Staff Training
  • Problem-solving aptitude
  • Teamwork and Collaboration
  • Multitasking Abilities
  • Professionalism and courtesy
  • Data entry efficiency
  • Transaction processing accuracy
  • Software proficiency
  • Account management
  • Portfolio management
  • Microsoft Excel
  • Data inputting

Community Service

Pro Skills basketball Organization, Youth basketball coach, Volunteered as a youth basketball coach for the Pro Skills basketball Organization. I also volunteered at the Valero Golf Opening tournament held at the JW Marriot.

Timeline

Investment Financial Accounting

Frost Bank
06.2025 - Current

Bank Teller

Frost Bank
09.2024 - 06.2025

Lead Server/bartender

Smoke Texas, Riverwalk
05.2022 - 08.2024

BBA - Accounting

Texas A&M- San Antonio

High School - undefined

Ronald Reagan High School