Motivated professional skilled in independent and team-based work. Strong customer service expertise with a focus on satisfaction and friendly interactions. Experienced in managing complex tasks with effective prioritization and organization. Reliable and adaptable, with a proactive approach to new challenges and a commitment to continuous learning.
Overview
17
17
years of professional experience
6
6
years of post-secondary education
Work History
Branch Operations Lead
JPMorgan Chase
01.2024 - Current
Led daily operations to ensure compliance with organizational standards.
Streamlined workflows, improving team efficiency and productivity.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Identified cross-selling opportunities and referred clients to specialized branch partners to meet their financial goals.
Manage daily branch operations, including vault/ATM balancing, cash forecasting, and lobby flow.
Ensure branch operations strictly adhere to bank policies, procedures, and regulatory banking requirements.
Handle client inquiries and successfully resolve escalated issues with professionalism and care.
Introduce and educate clients on self-service banking options (e.g.,mobile app,ATMs), simplifying their experience and reducing lobby wait times.
Associate Personal Banker
Wells Fargo
10.2021 - 12.2023
Proactively build relationships with small business customers as well as any new prospects for Wells Fargo small business and consumer customers.
Help provide customers with financial solutions that meet their needs by actively listening to better understand the customers' objectives and goals.
Guided customers through account openings, closings, and loan applications to support their financial choices.
Collected information from customers for account openings, fraud investigations, and safe deposit box services to facilitate efficient processing.
Managed customer requests for wire transfers and fund disbursements.
Compile information regarding new accounts, enter account information in computers, and file the necessary forms or any other documentation.
Established and developed strong working relationships with prime and business associates to enhance customer trust.
Maintained knowledge of any current banking practices and /or trends in order to provide quality service to customers at all times.
Collaborated with team members to enhance customer service experiences.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Banker Coach
Wells Fargo
11.2020 - 10.2021
Coached new hires to enhance their onboarding experience and integration into the team.
Facilitated training sessions for new hires and provided ongoing support to the team.
Acted as a liaison between management and team to facilitate effective communication.
Continued to excel in customer service matrix, and QA [quality assurance reviews].
Teller/Lead Teller
Wells Fargo
08.2018 - 10.2020
Serviced client accounts, addressing inquiries and providing tailored solutions.
Maintained accuracy of cash drawers and vaults, preventing discrepancies.
Handled customer night deposits, ensuring secure and timely processing.
Resolved discrepancies promptly to maintain integrity of account data.
Greeted and guided customers professionally, enhancing customer experience and satisfaction.
Explained banking services to new and existing customers, enhancing their understanding of available options.
Quickly established credibility with customers/clients and remembered names of regulars, which helped create friendly rapport with customers.
Processed global remittance transactions for customers.
Demonstrated understanding of banking regulations and compliance standards.
Server/Trainer
Texas Roadhouse
08.2016 - 08.2018
Delivered exceptional customer service to enhance guest experience.
Ensured guests received high-quality products to maximize satisfaction.
Assisted managers in training new team members to ensure operational success.
Received payments by cash, credit card, promos.
Organized team-building events to strengthen relationships.
Worked at Ft. Bliss to provide support services.
Bartender
Macaroni Grill, Ramstein Officers Club, Chili’s, J R Rocker’s Club
06.2014 - 01.2017
Ensured guest satisfaction by skillfully mixing and serving drinks at the bar.
Delivered food and crafted cocktails and various beverages to guests at the bar while ensuring a pleasant atmosphere for guest satisfaction.
Upsold food and beverages to enhance guest experience at the bar.
Welcomed and acknowledged guests arriving at the bar to create a friendly atmosphere.
Maintained optimal stock levels for the bar, ensuring availability of popular items and minimizing waste.
Complied with safety and sanitation policies in the handling of food and beverages.
Bartender at Ramstein Air Base, Germany
Development Coordinator
Macaroni Grill
06.2014 - 01.2017
Developed training materials and organized schedules for onboarding new team members.
Plan monthly developer meetings, mini meetings and outings.
This is a stepping stone for supervising by being an extension of management to help promote good work ethics within our team and building team morale.
Waitress, Host, To-Go Cashier and Expo
Macaroni Grill, Ramstein Officers Club, Chili’s, J R Rocker’s Club
06.2009 - 06.2014
Delivered outstanding customer service by promptly addressing inquiries and resolving issues.
Welcomed customers as they entered the store, creating a friendly atmosphere.
Guided customers in selecting special order items based on their needs.
Receive payment by cash, check, credit cards, vouchers, or automatic debits.
Issue receipts, refunds, credits, or change due to customers.
Maintained accuracy of cash drawers by regularly counting and reconciling funds.
Kept checkout areas clean and organized to enhance customer experience and efficiency.
Ensured consistency of dishes leaving kitchen, maintaining high quality standards for guests.
Makes sure that the line is stocked and cleaned during and after service.
Education
Bachelor's Degree - Biology
University of Maryland (UMUC)
Ramstein Air Base, Germany
09.2012 - 11.2016
Associate of General Studies -
Arizona State University
Tempe, AZ
01.2011 - 05.2012
Community College -
Estrella Mountain Community College
Avondale, AZ
01.2010 - 12.2010
High School -
Kaiserslautern High School
Vogelweh AB, Germany
Skills
Financial management
Operational Efficiency
Account Servicing
Product Knowledge
Complex Problem Solving
Team leadership
Training and mentoring
Strong team building skills
Customer Service
Effective communication
Active Listening
Microsoft Office Suite
Time Management
Multitasking abilities
Team collaboration
Computer Literacy
Effective communication
Regulatory knowledge
Fast learner
Management
Hobbies and Interests
Volunteer Work
Traveling
Cooking
True Crime
Reading
Awards
FBLA
M.U.N. (Model United Nations)
Voted most eloquent speaker
Honor Roll
Timeline
Branch Operations Lead
JPMorgan Chase
01.2024 - Current
Associate Personal Banker
Wells Fargo
10.2021 - 12.2023
Banker Coach
Wells Fargo
11.2020 - 10.2021
Teller/Lead Teller
Wells Fargo
08.2018 - 10.2020
Server/Trainer
Texas Roadhouse
08.2016 - 08.2018
Bartender
Macaroni Grill, Ramstein Officers Club, Chili’s, J R Rocker’s Club
06.2014 - 01.2017
Development Coordinator
Macaroni Grill
06.2014 - 01.2017
Bachelor's Degree - Biology
University of Maryland (UMUC)
09.2012 - 11.2016
Associate of General Studies -
Arizona State University
01.2011 - 05.2012
Community College -
Estrella Mountain Community College
01.2010 - 12.2010
Waitress, Host, To-Go Cashier and Expo
Macaroni Grill, Ramstein Officers Club, Chili’s, J R Rocker’s Club