Assist clients in opening various types of accounts, such as savings accounts, checking accounts, certificates of deposit, retirement accounts, and business accounts.
Conduct comprehensive financial assessments to understand clients’ financial goals and recommend appropriate banking solutions and products
Provide comprehensive guidance on banking procedures, products, and customer service techniques to facilitate the professional development of trainees.
Conduct efficient and accurate cash handling and transaction processing, including deposits, withdrawals, and check cashing, maintaining a high level of precision, and adhering to bank policies and security protocols
Manage an assigned portfolio of clients with a focus on acquisition, expansion, and retention.
Retail Banking Representative
PlainsCapital Bank
Houston, TX
02.2019 - 02.2020
Proficiently facilitated the seamless opening of new accounts for clients, including savings, checking, money market, and CD accounts, ensuring accuracy and compliance with banking regulations.
Developed and maintained strong relationships with clients, understanding their financial goals and needs, and providing personalized banking solutions
Identified opportunities to cross-sell additional banking products and services to clients, such as insurance, investment products, and credit cards.
Sales Lead
White House Black Market
01.2018 - 08.2019
Performed and overseen basic operational activities such as opening and closing duties, and merchandise flow processes. Supervised associates engaged in sales, inventory receipt, reconciling cash receipts, or in performing services for customers.
Ensured a fast and efficient register experience, remaining current on policies regarding payments, coupon acceptance, returns and exchanges, security practices and other applicable operations.
Trained and coached to ensure selling team is fluent in all aspects of product knowledge on line and in store.
Education
Bachelor of Science - Human Resources Management
University of Houston-Downtown
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05.2025
Associate of Applied Science - Business Technology
Houston Community College
12.2022
Skills
Microsoft Office Suite
Efficiently managing multiple tasks and prioritizing responsibilities
Analytical and critical thinking skills to address client inquiries, resolve issues, and provide solutions to financial challenges
Experience in training and educating colleagues on banking products and services
Delivering exceptional customer service and building strong client relationships
Timeline
Personal Banker II
Frost Bank
06.2020 - Current
Retail Banking Representative
PlainsCapital Bank
02.2019 - 02.2020
Sales Lead
White House Black Market
01.2018 - 08.2019
Bachelor of Science - Human Resources Management
University of Houston-Downtown
Associate of Applied Science - Business Technology