Motivated and detail-oriented professional with a strong background in financial empowerment, banking, and customer service. Experienced in relationship building, data management, and community outreach. Skilled in program coordination, stakeholder engagement, and financial services. Adept at collaborating with diverse partners and stakeholders to promote equity and financial well-being. Strong communication skills and committed to delivering impactful results.
Overview
11
11
years of professional experience
Work History
Financial Empowerment Program Assistant
City of Tulsa - Mayor's Office of Resilience and Equity
08.2023 - Current
Build and maintain relationships with internal city departments, nonprofit organizations, social service providers, financial institutions, and advocacy groups to support financial empowerment initiatives
Convene stakeholders across sectors to address financial empowerment challenges, particularly for historically disadvantaged communities
Prepare and present monthly programmatic reports to funders and stakeholders
Prepare and present quarterly programmatic reports to the mayor, senior staff, and the city council
Conduct thorough analysis of the financial empowerment landscape in Tulsa, identifying opportunities for collaboration and improvement
Develop and implement strategies to integrate City of Tulsa services with the Financial Empowerment Center to enhance client outcomes
Coordinate data management processes with nonprofit service providers, ensuring the accuracy of client data and resolving operational challenges
Lead the creation of timelines and work plans for integrated programs and initiatives linked to the Financial Empowerment Center
Facilitate partnerships between local government agencies, referral partners, and service providers to share data and enhance service delivery
Engage in national networks to share and learn best practices from municipal financial empowerment experts
Personal Banker
City National Bank & Trust
06.2021 - 06.2023
Company Overview: Oklahoma City
Expanded client base and promoted financial products and services to existing clients to optimize portfolio growth
Managed customer account requests, including statements, check orders, and personal data updates
Opened and serviced high-net-worth individual accounts, enhancing customer satisfaction and maximizing revenue
Balanced cash drawers and vault accounts daily with no discrepancies
Assisted with loan applications, account closures, and enrollment in new services
Cross-sold banking products and services, contributing to increased branch production and customer service excellence
Oklahoma City
Electronics Sales Associate
Walmart
09.2017 - 05.2021
Delivered exceptional customer service by greeting customers, assisting with merchandise location, and suggesting suitable product options
Processed sales transactions, including pricing, scanning, applying discounts, and generating receipts
Coordinated merchandise restocking and maintained accurate promotional signage
Educated customers on electronics products, providing recommendations and addressing product inquiries
Checked inventory and ensured requested items were available for customers
Meat Department Clerk
Reasor's
12.2013 - 08.2017
Company Overview: Jenks
Operated slicing and cutting equipment, adhering to safety protocols to ensure accident-free operation
Consulted with customers on available meats, cuts, and quality options, providing expert recommendations
Maintained high standards of food safety, including checking product dates and temperatures
Assisted with inventory management, restocking, and removing expired products
Managed customer orders efficiently, wrapping, weighing, and filling meat products to meet demand
Maintained equipment, ensuring operational efficiency and preventing breakdowns
Jenks
Education
Bachelor of Arts - Economics
University of Oklahoma
Skills
Financial Empowerment Program Management
Stakeholder Engagement & Relationship Building
Data Analysis & Reporting
Cross-functional Collaboration
Customer Service & Sales
Data Management Systems
Strategic Planning & Program Coordination
Financial Products & Services Knowledge
Problem Solving & Operational Efficiency
Timeline
Financial Empowerment Program Assistant
City of Tulsa - Mayor's Office of Resilience and Equity
08.2023 - Current
Personal Banker
City National Bank & Trust
06.2021 - 06.2023
Electronics Sales Associate
Walmart
09.2017 - 05.2021
Meat Department Clerk
Reasor's
12.2013 - 08.2017
Bachelor of Arts - Economics
University of Oklahoma
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