Jamie Becerra
Oklahoma City
Summary
I’m a member‑focused banking professional who enjoys helping people, staying organized, and making sure members feel supported. I have experience opening accounts, explaining options in a simple way, and keeping things accurate even when it gets busy. I learn quickly, stay calm under pressure, and always try to make the member experience easy and stress‑free.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
Work History
Financial Consultant
Allegiance Credit Union
Oklahoma City
04.2024 - Current
- Open new accounts including business, trust, and estate setups while keeping paperwork accurate and compliant.
- Work one‑on‑one with members to understand their needs and explain options in a clear, friendly way.
- Review documents with strong attention to detail, helping reduce errors and rework.
- Build trust with members through simple explanations, quick follow‑ups, and consistent support.
- Support lending conversations by gathering information, reviewing documents, and helping members through the process.
- Adapt quickly to different tasks and help wherever needed during busy times.
- Maintain confidentiality and follow privacy standards when handling member information.
Member Service Specialist (Floater)
Allegiance Credit Union
Oklahoma City
05.2025 - 05.2025
- Assisted members with account inquiries and resolved issues promptly.
- Supported members in opening new accounts and guided them through the process.
- Identified member needs and recommended helpful banking solutions, including credit cards.
- Handled member requests, processed cash transactions, deposits, and money orders.
- Provided reliable, friendly service in a fast‑paced environment.
- Followed cash‑handling standards and accuracy expectations.
Education
Associate of Science - Business Administration
Rose State College
Oklahoma City, OK 08.2021 - 05.2025
Skills
- Professional Skills
Detail‑Oriented
Bilingual
Strong Customer Service
Problem Solving
Clear, Friendly Communication
Ability to Learn Quickly
Comfortable Working Under Pressure
Adaptable to Different Branch environments
Technical Skills
- Microsoft Word, Outlook, Excel
Adobe E-Sign
Basic Office Equipment (printers, scanners, cash machines, etc)
Additional Qualifications
- Reliable transportation and ability to travel to multiple branch locations in Oklahoma and Texas.
- Understanding of privacy, confidentiality, and cash‑handling standards.
- Familiar with lending conversations and loan application steps.
- Strong accuracy with forms, documents, and compliance‑related tasks.
- Comfortable assisting with training new team members when needed.
- Able to handle a variety of transactions and member needs depending on the branch.
Timeline
Member Service Specialist (Floater)
Allegiance Credit Union
05.2025 - 05.2025
Financial Consultant
Allegiance Credit Union
04.2024 - Current
Associate of Science - Business Administration
Rose State College
08.2021 - 05.2025