Dedicated financial professional who thrives on making others better. I bring energy, a positive attitude, and experience wherever I go. I'm good with people and an excellent problem solver.
Overview
8
8
years of professional experience
Work History
Banker 1
Woodforest National Bank
04.2023 - 04.2024
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Personal Banker
PNC Bank
10.2021 - 03.2023
Assessed clients' financial situations in order to develop strategic financial planning solutions
Kept track of cash drawers and vault accounts on a daily basis and made sure there were no discrepancies
Took phone calls about banking products such as checking, savings, loans, and lines of credit
Dealt with foreign currency and exchange
Gathered information and created financial models based on key metrics
Cashier's checks, traveler's checks, and money orders were among the items I sold.
Laborer
Amazon Fulfillment Center Tours
05.2019 - 10.2021
Interpreted job site supervisor's orders and technical documentation to complete accurate work
Used precision measuring instruments, templates, and fixtures to check finished workpiece dimensions for conformance to specifications
Directed traffic away from dangerous areas, ensuring the safety of team members and the general public
Moved material to and from storage and production areas by loading, unloading, and moving it
Oversaw the loading and unloading of routine shipments, keeping materials organized and secure to prevent damage.
Universal Banker
US Bank
02.2018 - 05.2019
Wire transfers, stop payments, and account transfers were all things I did
Processed quarterly vault and ATM audits with a zero error rate
Assisted customers with opening or closing accounts, filling out loan applications, and enrolling in new services
Looked for sales opportunities and referred customers to financial services branch partners.
Branch Support Specialist
JPMorgan Chase
08.2016 - 02.2018
Collaborated with regulatory representatives to ensure that accurate filings were made and that compliance was maintained
Examined applicants' financial status, credit, and property evaluation to determine the feasibility of granting loans.