Joshua Montes De Oca
Morgan Hill,CA
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
1
1
year of post-secondary education
3
3
years of professional experience
Work History
Relationship-Banker
First Tech Credit Union
Cupertino, CA
11.2024 - Current
- Build and maintain long-term relationships with members by providing personalized financial solutions and exceptional service.
- Conduct financial consultations to identify member needs and recommend appropriate banking products and services.
- Open an average of 24+ new checking, savings, and certificate accounts each month.
- Collaborated with branch leadership to enhance member satisfaction and effectively communicate customer feedback.
- Recognized with certificate for demonstrating First Tech Credit Union's core values through outstanding member service and professionalism.
- Secured 100+ Google and Yelp reviews in the past year, including 12 reviews within two days, enhancing online presence.
- Maintain extensive knowledge of deposit products, banking regulations, and sales strategies through ongoing training.
Product Specialist
-Capitol Hyundai
San Jose, CA
03.2024 - 10.2024
- Consulted with customers to identify needs, budget, and preferences, providing tailored vehicle recommendations that enhanced customer satisfaction.
- Achieved a personal best of 6 vehicle sales in a single day.
- Conducted product demonstrations and test drives while explaining vehicle features, technology, and ownership benefits.
- Consulted with customers to understand their needs, budget, and preferences before recommending appropriate vehicle options.
- Built strong customer relationships through consistent follow-up and personalized communication throughout the sales process.
- Achieved high customer satisfaction scores through attentive service and effective communication, leading to recognition with performance-based bonuses.
Education
GED -
San Jose City College
San Jose, CA 01.2026 - 10.2026
Diploma -
Central High-School
Morgan Hill, CASkills
- Customer Relationship Management, Consultative Sales, Communication, Adaptability, Team Collaboration
- Deposit products
- Account opening
- Banking regulations
- Financial Solutions
- Cross-selling products
VOLUNTEER SERVICES
- Christ Community Church, Member/Volunteer, San Jose, CA, 2026, Present, Assist with church activities, events, and ministry operations., Support church outreach and help create a welcoming environment for visitors and members.
- Theology in Public, Co-Host, San Jose, CA, 2026, Present, Co-hose discussions addressing challenging questions about Christianity, theology, and biblical teachings., Facilitate one-on-one, Bible studies, explain theological concepts, and build meaningful relationships through community outreach., Engage with individuals from diverse backgrounds and invite interested participants to attend church.
- Gilroy Rodeo, Ticket Distributor, Gilroy, CA, 2022, 2022, Processed ticket sales and cash transactions accurately., Balanced cash drawer and maintained accountability for funds., Assisted with event operations and guest service.
- Mt. Pleasant Christian Center, Youth Leader / Volunteer, San Jose, CA, 2021, 2022, Mentored and supported youth through leadership, communication, and relationship-building., Organized weekly activities and assisted with event setup and operations., Participated in community outreach initiatives serving local homeless populations.
- Homeless Outreach, Food Transport, San Jose, CA, 2017, 2021, Prepared and distributed meals to individuals experiencing homelessness.
Timeline
GED -
San Jose City College
01.2026 - 10.2026
Relationship-Banker
First Tech Credit Union
11.2024 - Current
Product Specialist
-Capitol Hyundai
03.2024 - 10.2024
Diploma -
Central High-School