Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jesus Daniel Magana

1451 E Liberty St,AZ

Summary

Motivated and detail orientated professional with a background in financial services and data analysis, seeking to leverage strong organizational, communication, and customer service skills to excel as a Claim Specialist and contribute to the success of Mutual of Omaha.

Overview

8
8
years of professional experience

Work History

Personal Banker

Wells Fargo
03.2024 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Collaborated with management to strategize sales techniques to increase branch production and customer service.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Maintained records, updated account information, and explained account terms and conditions to customers.

Data Coach

Educational Services Inc.
09.2022 - 05.2023
  • Used various data systems to stay up to date on test and formative scores in order to track improvement.
  • Established and maintained quality control standards by hosting daily interventions.
  • Provided coaching and mentoring to over 20 teachers and staff.
  • Utilized variety of instructional design methodologies to create effective learning experiences.
  • Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.

Teller

1st Bank Yuma
05.2022 - 09.2022
  • Detected and reported fraudulent activities, adhering to security and compliance protocols.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Processed customer transactions promptly, minimizing wait times.
  • Collaborated with team members to achieve branch sales and customer satisfaction goals.
  • Coordinated with teammates in order to process branch data and ensure all monetary items were accounted for.

Member Service Representative

AEA Federal Credit Union
09.2019 - 04.2022
  • Helped up to 100 members every day with positive attitude and focus on customer satisfaction.
  • Verified customer identification and documentation for compliant transactions through ID checks and personal information.
  • Maintained and managed customer files and databases such as account balances, loans, and other financial services.
  • Opened customer accounts and ran credit checks funding over $400,000 on a monthly basis.
  • Worked alongside peers to verify cash shipments of up to $600,000 by checking for appropriate and accurate paperwork and physically counting funds.


Long Term Substitute Teacher

Gadsden School District 32
08.2017 - 09.2019
  • Maintained day-to-day classroom management and discipline to promote learning initiatives.
  • Took over class for regular classroom teacher, managing assignments, student needs, and recordkeeping.
  • Communicated with parents regarding lesson plans and upcoming activities and provided feedback on student performance.
  • Collaborated with colleagues to develop innovative approaches to teaching.

Intake Specialist

Community Health Associates
05.2016 - 04.2017
  • Completed intake assessment forms and filed clients' charts with vitals and other initial health information.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Assessed clients' needs and determined eligibility for intake services.
  • Maintained accurate, up-to-date client records for reliable reference and communications.
  • Built relationships with community agencies for timely service referrals.
  • Assisted and provided support to Case Managers regarding their assigned members and facilitated effective communication.

Education

High School Diploma -

San Luis High School
San Luis, AZ
05.2011

Skills

  • Data Systems
  • Strong Analytical Skills
  • Skilled in Microsoft Office
  • Attention to Detail and Accuracy
  • Finance and Insurance Understanding
  • Customer Service and Interpersonal Skills
  • Compliance and Security Protocols
  • Teamwork and Collaboration
  • Adaptability and Willingness to Learn

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Personal Banker

Wells Fargo
03.2024 - Current

Data Coach

Educational Services Inc.
09.2022 - 05.2023

Teller

1st Bank Yuma
05.2022 - 09.2022

Member Service Representative

AEA Federal Credit Union
09.2019 - 04.2022

Long Term Substitute Teacher

Gadsden School District 32
08.2017 - 09.2019

Intake Specialist

Community Health Associates
05.2016 - 04.2017

High School Diploma -

San Luis High School

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Jesus Daniel Magana