Disciplined, confident, and determined to benefit members financial lives. Managing multiple priorities with a positive attitude, and performing outstanding sales practices. Currently seeking to grow and evolve in my professional career.
Overview
6
6
years of professional experience
Work History
Business Support Services
U.S. Money Reserve. Inc.
Austin, TX
02.2026 - Current
Executed timely receipt and verification of business transactions.
Streamlined information exchange between departments to keep all concerned parties informed of essential updates.
Verified accuracy of sensitive personal information to maintain data integrity.
Exhibited professionalism and respect in client interactions while ensuring precise data entry.
Financial Service Representative
United Heritage Credit Union
Austin, TX
07.2024 - 11.2025
Streamlined account management for improved client experiences and increased retention rates.
Leveraged strong analytical skills to troubleshoot and resolve technical issues related to online banking platforms, ensuring a positive user experience for clients.
Participated in ongoing professional development initiatives focused on enhancing knowledge of industry trends, regulatory changes, and emerging financial products.
Contributed to achieving team sales targets by promoting relevant banking products and services tailored to individual client needs.
Maintained strict confidentiality when handling sensitive client data, adhering to regulatory requirements and company policies at all times.
Personal Banker
Wells Fargo
Austin, Texas
06.2022 - 06.2024
Managed loans, consumer checking and savings accounts, Multi layer business accounts, consumer time accounts, trust and estate accounts
Optimized different tiers of bank accounts for simple and complex financial needs, facilitated high priority transactions, and closed accounts when necessary
Listened to clients needs when planning for important life events and the financial implications behind them
Responsible for over one million dollar money movement services
Identifying client priorities to tailor products and services for their goals
Referred customers to financial partners
Performed outstanding customer service during customer interactions
Handled cash withdrawal, personal/business deposits, and foreign currency
Pavement and Construction Equipment
United States Air Force
California
01.2020 - 04.2022
Operated and maintained heavy construction equipment
Constructed, maintained, and inspected concrete and asphalt runways, aircraft parking aprons, and roads
Scheduled and coordinated equipment repair and servicing
Inspected work to ensure quality and compliance with policies
Designed demolition projects, place, and detonate explosives
Managed, constructed, repaired, and modified structural systems, metal, and concrete buildings
Fabricated and repaired components of buildings, utility systems, and real property equipment
Ensured compliance with environmental regulations
Education
High School Diploma -
Vandegrift High School
Austin, Texas
05-2019
Skills
Financial planning for individuals, family units, and businesses
Outstanding sales practices
Positive interactions and customer service
Thorough understanding of banking and financial solutions
Excellent numerical skills and working knowledge of banking software
Proficient interpersonal communication to convey information to others