Summary
Overview
Work History
Education
Skills
Certification
Timeline
LinkedIn
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Katia Gonzalez

Katia Gonzalez

Associate Banker
Conroe,TX

Summary

Associate Banker at Chase Bank where I excelled in delivering exceptional client service and financial guidance. Coachable and goal oriented individual. Passionate to build a long-lasting professional career in the financial industry.

Overview

5
5
years of professional experience
5
5
years of post-secondary education
1
1
Certificate

Work History

Associate Banker

Chase Bank
05.2023 - Current
  • Engage in meaningful interactions in order to identify opportunity and deepen relationship and trust.
  • Open and updated accounts for clients.
  • Share with new and existing clients the useful features of chase online.
  • Provide exceptional banking recommendations through active listening skills.
  • Refer clients to Investment, business or home lending partner.

Bank Teller

Wells Fargo
07.2021 - 05.2023
  • Build and maintain meaningful interactions.
  • Answered customer inquiries regarding account balances, transaction history, services charges.
  • Educate and guide customers on use of banking website, mobile apps and ATM.
  • Processed customer transactions promptly, minimizing wait times.
  • Follow appropriate procedures to minimize risk.

Customer Service Associate

Lowe's Home Improvement
08.2020 - 03.2021
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Demonstrated items to customers and created customer awareness, interest and sales.
  • Conducted transactions, online orders maintenance, and credit card applications daily.

Education

BBA - Finance

University of Houston - Downtown
Houston, TX
08.2020 - 08.2022

Associate of Arts -

Lone Star College System
Houston, TX
08.2017 - 05.2020

Skills

4 plus years of banking experience

Fluent English and Spanish speaking

Confident in identifying solutions

Attention to detail

Determined

Collaborative

Self-motivated

Certification

Securities Industry Essentials (SIE)

Timeline

Associate Banker

Chase Bank
05.2023 - Current

Securities Industry Essentials (SIE)

02-2023

Bank Teller

Wells Fargo
07.2021 - 05.2023

Customer Service Associate

Lowe's Home Improvement
08.2020 - 03.2021

BBA - Finance

University of Houston - Downtown
08.2020 - 08.2022

Associate of Arts -

Lone Star College System
08.2017 - 05.2020

LinkedIn

www.linkedin.com/in/gonzalezkatia1

Katia GonzalezAssociate Banker