Jose Muniz
Dallas,TX
Summary
Banking associate with hands-on experience in teller services, account maintenance, and client support across branch operations. Delivers accurate transactions, helps customers choose appropriate banking solutions, and handles account and payment concerns with attention to compliance, confidentiality, and detail. Bilingual in English and Spanish; Notary Public licensed.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Associate Banker (AB)
JPMorgan Chase
Dallas, TX
06.2025 - Current
- Open and maintain customer deposit accounts while following required documentation and bank procedures.
- Process teller transactions accurately, including deposits, withdrawals, payments, and routine banking services.
- Educated clients on banking products, digital tools, and account services to enhance financial literacy.
- Assisted with credit card applications and identified banking products and services that met client needs.
- Resolve account and transaction issues while following established procedures and compliance requirements.
- Handled cash and sensitive financial information with precision, ensuring professionalism and confidentiality.
- Support branch operations and collaborate with team members to provide efficient financial solutions.
Fulfillment/Retail Sales Associate
Target
Dallas, TX
10.2022 - 06.2025
- Identified customer needs and recommended suitable merchandise and solutions.
- Completed online orders accurately and efficiently, ensuring adherence to productivity standards.
- Process transactions and handle cash while maintaining accuracy.
- Resolved guest questions, account/app issues, and payment-related concerns.
Trainer Ambassador
Amazon Warehouse
, Texas
09.2021 - 11.2022
- Trained and onboarded new employees on job responsibilities, procedures, and productivity expectations to ensure readiness and alignment with company goals.
- Conducted onboarding sessions on company policies and procedures to facilitate smooth integration of new hires.
- Coached and provided feedback to employees to enhance their performance and meet productivity standards.
- Assisted employees with computer-based training and workplace questions.
- Received and tracked incoming inventory shipments and investigated shipping errors and damaged merchandise.
Education
College - Business Management
Eastfield College
Mesquite, TX05-2021
High School Diploma - Architecture Program
Skyline High School
Dallas, TXSkills
- Banking operations and teller transactions
- Account management and credit applications
- Cash handling and financial documentation
- Compliance and procedures
- Data accuracy and problem solving
- Training and onboarding
- Process improvement and leadership
- Time management and computer systems
- Document notarization and review
Certification
Notary Public License, Bilingual: English & Spanish
Timeline
Associate Banker (AB)
JPMorgan Chase
06.2025 - Current
Fulfillment/Retail Sales Associate
Target
10.2022 - 06.2025
Trainer Ambassador
Amazon Warehouse
09.2021 - 11.2022
College - Business Management
Eastfield College
High School Diploma - Architecture Program
Skyline High School