Joel Valdez
Grand Prairie,TX
Summary
I am a customer focused and sales driven associate with a solid foundation in retail banking, financial analysis, and risk fundamentals. Recently certified in Equity Markets Fundamentals by the Corporate Financial Institute (CFI), I bring growing expertise in capital markets and investment risk. I offer strong technical skills, a motivation to tackle new challenges, and a keen interest in transitioning into a Credit Risk Analyst role.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Finance Assistant
Full Moon Co.
Dallas, TX
01.2022 - Current
- Analyzed financial data to determine efficient use of resources.
- Managed financial transactions involving general funds and contracts to reduce cashflow challenges.
- Managed customer service inquiries through social media platforms in a timely manner.
- Developed content for social media campaigns targeting various audiences.
Relationship Banker
Bank of America
Dallas, TX
08.2023 - 05.2024
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Provided financial advice to clients based on their needs and goals.
Luxury Vehicle Sales Consultant
Freedom Chevrolet
Dallas, TX
11.2021 - 12.2022
- Maintained high referrals and consistent repeat business due to first-rate customer service standards.
- Completed month-end and year-end financial reports, kept records audit-ready and monitored timely recording of purchase transactions.
- Finalized documentation for contracts, purchase receipts, vehicle registrations and dealer files.
- Greeted customers and responded to inquiries from potential customers via email, telephone, and social media.
- Performed administrative tasks such as filing documents, entering data into the system and scheduling appointments.
Education
High School Diploma -
South Grand Prairie High School
Grand Prairie, TX06.2020
Skills
- Interpersonal and written communication
- Creditworthiness Evaluation
- Financial Risk Assessment
- Market Trend Analysis
- Portfolio Evaluation
- Consultative Techniques
- Friendly and Enthusiastic
- Meeting Sales Goals
- Computer Proficiency and Microsoft Office
- Account Maintenance
- Transaction Processing
- Auto Financing
Certification
- Equity Markets Fundamentals Certificate - Corporate Finance Institute (CFI) September 2025
Timeline
Relationship Banker
Bank of America
08.2023 - 05.2024
Finance Assistant
Full Moon Co.
01.2022 - Current
Luxury Vehicle Sales Consultant
Freedom Chevrolet
11.2021 - 12.2022
High School Diploma -
South Grand Prairie High School
Similar Profiles
Suzanne LangeSuzanne Lange
Assistant Acupuncturist at Full Moon AcupunctureAssistant Acupuncturist at Full Moon Acupuncture
Khalid LeonardKhalid Leonard
Server at Full Moon BBQServer at Full Moon BBQ
James JoofJames Joof
Host at Full Moon Oyster BarHost at Full Moon Oyster Bar
Camile SmithCamile Smith
Assistant Community Manager at Avenue5 ResidentialAssistant Community Manager at Avenue5 Residential
Jose PerezJose Perez
ERISA Specialist/Administrative Assistant at SedgwickERISA Specialist/Administrative Assistant at Sedgwick