Jasmine Trinidad
Tolleson,AZ
Summary
Retail banking professional with extensive experience in financial services. Demonstrated success in building strong customer relationships and assessing financial needs to deliver tailored solutions. Skilled at managing secure financial data, following strict regulatory standards, and handling sensitive transactions.
Overview
5
5
years of professional experience
Work History
Associate Personal Banker (SAFE)
Wells Fargo
Avondale, USA
05.2023 - Current
- Notary, NMLS certified.
- Proactively engaging with customers through outreach via phone or email.
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers, colleagues and internal partners.
- Supporting customers and employees in resolving or escalating concerns or complaints.
- Analyzed customer financial behavior to detect fraud and assess risk, supporting secure banking practices.
- Identified potentially fraudulent activity and followed procedures to mitigate financial threats.
- Built and maintained secure customer profiles and assisted with sensitive financial data transactions.
- Ensured compliance with banking laws.
Bank Teller
Wells Fargo
Goodyear, USA
03.2021 - 05.2023
- Educated customers on secure digital banking practices, including password protection and multi-factor authentication.
- Troubleshot issues with online/mobile banking platforms.
- Able to find solutions when difficulties arise through policy and procedure resources that are provided by Wells Fargo.
- Served as a primary point of contact for customers, providing assistance with account maintenance and transactions.
- Answered customer questions and explained available service.
Optometric Technician
America's Best Contacts And Eyeglasses
Phoenix, USA
06.2020 - 10.2020
- Acquainted patients with procedures and explained the purpose of testing to establish consent.
- Coordinated patient scheduling, monitored patient flow throughout the office and properly communicated delays.
- Input patient information and exam findings into the electronic medical records system to facilitate accurate record-keeping.
- Handled sensitive medical and personal data in electronic medical records systems.
- Monitored patient flow and implemented data privacy procedures.
Education
Bachelor of Science - Business Management
Grand Canyon University
Phoenix, AZ05.2021
Skills
- Well-organized, independent, and able to prioritize in a fast-paced environment
- Compliance with banking laws, regulatory compliance, branch banking systems, operations, and risk management
- Administrative duties (filing, faxing, copying, and data entry
- Collaboration and partnering skills
- Verbal communication, written communication, and interpersonal communication
- Handling complex transactions across Multi-system operations
Languages
Spanish
Native/ Bilingual
Timeline
Associate Personal Banker (SAFE)
Wells Fargo
05.2023 - Current
Bank Teller
Wells Fargo
03.2021 - 05.2023
Optometric Technician
America's Best Contacts And Eyeglasses
06.2020 - 10.2020
Bachelor of Science - Business Management
Grand Canyon University