Jazmin Marrufo
Albuquerque
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities with patience and calm demeanor. Dedicated professional eager to create and implement success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Consultant
Nusenda Credit Union
05.2023 - 07.2024
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
- Studied financial documents to identify potential areas needing improvement.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Lead Teller
Nusenda Credit Union
04.2022 - 05.2023
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Analyzed team performance and identified opportunities for additional training.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Maintained friendly and professional customer interactions.
Teller 1 & 2
Nusenda Credit Union
06.2018 - 04.2022
- Logged cashier's checks and other transactions to maintain accurate account records.
- Placed orders for customer checks and verified starting numbers.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Reconciled cash drawer and resolved discrepancies.
Student Teller Intern
Nusenda Credit Union
01.2017 - 05.2018
- Gained operational knowledge and supported departmental needs.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Education
BBA - Human Resources Management
University of New Mexico
Albuquerque, NM12.2024
Associate of Arts - Integrated Studies Degree
Central New Mexico Community College
Albuquerque, NM08.2023
Associate of Arts - Business Administration
Central New Mexico Community College
Albuquerque, NM08.2023
Associate of Arts - Sociology
Central New Mexico Community College
Albuquerque, NM08.2023
Associate of Arts - Criminology
Central New Mexico Community College
Albuquerque, NM08.2023
High School Diploma -
Rio Grande High School
05.2019
Skills
- Accuracy and detail oriented
- Bilingual
- Ability to maintain strict confidentiality
- Customer Satisfaction
- Typing Speed
- Able to update spreadsheets and reports
- Proficient in basic computer skills such as, (Word, excel, powerpoint, outlook and adobe software)
- Team player
- Ability to respond to changing priories
Certification
- Certified Teller 1
- Certified Teller 2
- Financial Consultant Certification 1
- MVD and Fees Certification
- Business Services Certification
- Notary Public
Timeline
Financial Consultant
Nusenda Credit Union
05.2023 - 07.2024
Lead Teller
Nusenda Credit Union
04.2022 - 05.2023
Teller 1 & 2
Nusenda Credit Union
06.2018 - 04.2022
Student Teller Intern
Nusenda Credit Union
01.2017 - 05.2018
BBA - Human Resources Management
University of New Mexico
Associate of Arts - Integrated Studies Degree
Central New Mexico Community College
Associate of Arts - Business Administration
Central New Mexico Community College
Associate of Arts - Sociology
Central New Mexico Community College
Associate of Arts - Criminology
Central New Mexico Community College
High School Diploma -
Rio Grande High School