Jose Daniel Martinez
Financial Service Representative
Fort Worth
Summary
Reliable and adaptable early-career professional with hands-on experience in financial services, logistics, and corporate operations. Proven ability to follow structured processes, support internal teams, and manage daily workflows in high-volume environments. Currently interning at Merrill (Bank of America), gaining insight into regulated financial operations. Seeking a remote opportunity focused on operations, compliance, or administrative support, with minimal client-facing duties.
Overview
8
8
years of professional experience
1
1
year of post-secondary education
Work History
Financial Services Intern
Merrill, a Bank of America Company
01.2025 - Current
- Support internal team workflows and assist with documentation, reporting, and account coordination.
- Gain exposure to regulatory processes and industry-standard protocols in the financial services sector.
- Observe licensed specialists and assist with administrative tasks related to investment accounts and service requests.
- Contribute to internal accuracy and compliance by following established communication and processing standards.
Switcher (Part-Time)
FedEx Ground
05.2018 - Current
- Manage the movement of up to 50 trailers daily, ensuring optimal coordination for outbound and inbound logistics.
- Collaborate with dispatch and yard teams to maintain safety protocols and operational efficiency.
- Execute time-sensitive processes independently, supporting critical package routing and site logistics.
Cook / Delivery Driver
Pizza Hut
03.2018 - 10.2019
- Coordinated food preparation, inventory, and delivery logistics for high-volume service shifts.
- Maintained operational accuracy during rush hours while delivering timely, quality service.
Security Guard
Ameritex Guard Services
03.2017 - 02.2018
- Monitored and documented site activity, ensuring security protocol adherence and access control.
- Maintained detailed daily reports and collaborated with team members to safeguard sensitive information and personnel.
Education
Banking & Client Success Track - Excel, Business Writing, Professional Communication, Workplace Technology
Year Up United
Dallas, TX 10.2024 - 04.2025
Skills
- Operational Support & Coordination
- Documentation & Internal Reporting
- Workflow & Process Optimization
- Microsoft Office 365 (Excel, Outlook, Word)
Timeline
Financial Services Intern
Merrill, a Bank of America Company
01.2025 - Current
Banking & Client Success Track - Excel, Business Writing, Professional Communication, Workplace Technology
Year Up United
10.2024 - 04.2025
Switcher (Part-Time)
FedEx Ground
05.2018 - Current
Cook / Delivery Driver
Pizza Hut
03.2018 - 10.2019
Security Guard
Ameritex Guard Services
03.2017 - 02.2018
Similar Profiles
Panna PatelPanna Patel
Private Wealth Management Banking Specialist at Merrill Lynch / Bank of AmericaPrivate Wealth Management Banking Specialist at Merrill Lynch / Bank of America
Linda PatelLinda Patel
Regional Managing Director at Bank of America Merrill Lynch Private WealthRegional Managing Director at Bank of America Merrill Lynch Private Wealth
Latisha BrownLatisha Brown
Account Maintenance Operations Specialist at Bank of America, Merrill LynchAccount Maintenance Operations Specialist at Bank of America, Merrill Lynch
Abdulla ShafieAbdulla Shafie
Front Desk Personal at Plant fitnessFront Desk Personal at Plant fitness
MELVINNEY LEWISMELVINNEY LEWIS
Customer Service Representative at CapgeminiCustomer Service Representative at Capgemini