Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Timeline
Generic

Joseph Solorzano

Spring,TX

Summary

Analytical and detail-focused individual with solid foundation in financial principles and practices. Knowledge of financial reporting and data analysis, coupled with skills in Excel and financial modeling. Poised to drive data-driven insights and support financial decision-making.

Overview

5
5
years of professional experience

Work History

Teller

Wells Fargo
Houston, TX
06.2024 - Current
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.

Associate Banker

JPMorgan Chase
Houston, TX
08.2021 - 04.2022
  • Educated customers on features and benefits of banking products and services.
  • Investigated customer inquiries and resolved discrepancies in a helpful and timely manner.
  • Adhered to established security procedures and reported potential fraud.
  • Built strong customer relationships, offering top service/advice, boosting satisfaction by 15%

Lead Cashiee

HEB Grocery Store
The Woodlands, TX
01.2020 - 08.2021
  • Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
  • Maintained a balanced cash drawer with diligent attention to detail and accurate counting practices.
  • Resolved customer complaints empathetically yet professionally, salvaging potentially negative experiences into positive ones.

Education

Bachelor of Business Administration - Finance

University of Houston-Downtown, Davies College of Business
Houston, TX
12.2024

Skills

  • Banking
  • Financial services
  • Rapid data entry skills
  • Bilingual in Spanish and English
  • Analytical thinking
  • Accounting and finance
  • Proficient in Microsoft Excel ( PivotTables, VLOOKUP, X-LOOKUP, Budgeting, Forecasting)

Affiliations

(ALPFA) - Association of Latino Professionals for America, Fall 2022-present

  • Actively participate in professional development workshops and networking events aimed at fostering leadership among Latino professionals.
  • Collaborated with local chapters to organize events such as career fairs, leadership summits, and skill-building sessions.
  • Developed strong professional relationships with business leaders and peers to expand career opportunities.

Languages

Spanish
Professional Working
English
Native or Bilingual

Timeline

Teller

Wells Fargo
06.2024 - Current

Associate Banker

JPMorgan Chase
08.2021 - 04.2022

Lead Cashiee

HEB Grocery Store
01.2020 - 08.2021

Bachelor of Business Administration - Finance

University of Houston-Downtown, Davies College of Business
Joseph Solorzano