Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Laryssa Montoya

Albuquerque,NM

Summary

Experienced with financial planning, investment strategies, and client relations. Utilizes analytical skills and strategic thinking to provide tailored financial solutions. Strong understanding of market trends and risk management.

Highly motivated Financial Advisor educates members on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Knowledgeable Financial Consultant with proven background in financial analysis and strategy consulting. Successfully led client projects to optimize financial performance and streamline operations. Demonstrated expertise in financial modeling and risk management.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Consultant

Nusenda Credit Union
08.2022 - Current
  • Teller, loan officer, handle cash, customer service, order cash, safety deposit boxes, drive through transactions, vault money counting, auto loans, dealership leans, payoffs
  • Assessing members' financial situations and offering tailored advice.
    Assisting with loan applications, debt management, and investment planning.
    Recommending credit union products and services that best meet members' needs.
    Conducting financial workshops or one-on-one consultations.
    Staying up to date on financial regulations, market trends, and best practices.
  • Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
  • Built strong relationships with members through consistent communication and exceptional customer service.
  • Expanded client base through targeted marketing efforts and referrals from satisfied members.
  • Led workshops on personal finance topics to educate community members about effective money management practices.
  • Mentored junior colleagues in complex analysis techniques, fostering a collaborative work environment that encouraged professional growth.

Banker

Kirtland Federal Credit Union
04.2022 - Current
  • Teller, loan officer, handle cash, customer service, order cash, safety deposit boxes, drive through transactions, vault money counting
  • 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.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Opened, closed, and updated accounts for members.
  • Balanced teller drawers and ATM cash.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
  • Analyzed daily financial transactions to ensure accuracy and integrity of bank's financial records.
  • Executed wire transfers, stop payments and account transfers.
  • Referred customers to other banking departments for specialized services.
  • Cross-sold credit cards, loans and other bank products.
  • Handled various accounting transactions.
  • Processed applications for new accounts.
  • Received loan and utility payments, sending funds to correct destinations.
  • Trained new hires on customer service policies and procedures.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.

Server/Hostess

EL PINTO RESTAURANT
04.2021 - 06.2022
  • Handle cash, attend to tables, order and bring out food and drinks, customer service
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Cultivated warm relationships with regular customers.
  • Maintained a clean and orderly dining area for an enjoyable guest experience.
  • Assisted in training new hires, providing guidance on restaurant standards and best practices.
  • Handled cash transactions accurately, contributing to balanced daily financial reports.

Fun Zone

Albuquerque Isotopes
03.2016 - 09.2021
  • Clean jumpers and rides, watch the children on the rides, take tickets, run with the children after the games for fun run, and help stock anything we need in the shed/ organize the shed
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Front Desk Associate

Planet Fitness
12.2019 - 03.2021
  • Clean machines, stock fridge, sign members up, cancel members, customer service, and clean the gym
  • Handled high-pressure situations calmly, maintaining professionalism at all times.
  • Organized front desk area to maintain a professional and welcoming appearance for guests.
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained cleanliness and organization of front desk area.
  • Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Enhanced guest satisfaction by promptly addressing inquiries and providing accurate information.
  • Performed basic daily bookkeeping tasks.
  • Assisted in training new hires on front desk operations, contributing to overall team cohesion and productivity.
  • Collected room deposits, fees, and payments.
  • Took reservations over phone, in person, and via computer for guests and provided confirmation information.
  • Answered guest questions and offered referrals to local points of interest.

Junior Coach

Royal Cheer Academy
03.2014 - 05.2015
  • Teach young cheerleaders how to jump, stunt, tumble, dance, and cheer
  • Developed athletes'' skills with tailored training programs for individual progress.
  • Conducted skill assessments for each athlete, identifying areas for improvement and providing targeted instruction accordingly.
  • Provided constructive feedback to athletes, resulting in improved performance on the field or court.
  • Coordinated travel arrangements for away games or tournaments, ensuring a smooth experience for all involved.
  • Enhanced team performance by implementing effective coaching strategies and techniques.
  • Cultivated a positive team environment by fostering strong relationships and open communication among players.
  • Promoted sportsmanship among team members by modeling appropriate behavior both on and off the field or court.
  • Maintained accurate records of athlete attendance, participation, and achievements throughout the season.
  • Increased player retention rates by creating an engaging and motivating atmosphere during practices and games.
  • Supported academic success of student-athletes by monitoring academic progress and offering guidance when needed.
  • Participated in ongoing professional development opportunities to stay current with coaching best practices and sport-specific knowledge.
  • Improved athletes'' physical fitness through carefully designed conditioning exercises and drills.
  • Mentored junior athletes through one-on-one coaching sessions, enhancing their understanding of the sport and refining their techniques.
  • Assisted head coach in strategizing game plans, contributing to the team''s overall success.
  • Served as a positive role model for young athletes, instilling the values of dedication, teamwork, and resilience.
  • Motivated athletes to become stronger, more agile, and more effective through training habits and proper nutrition.

Education

High school diploma -

Del Norte High School
Albuquerque, NM
05.2019

Skills

  • Banking (3 years)
  • Leadership
  • Sales
  • Customer service
  • Time management
  • Team management
  • Loan Officer Experience
  • Communication skills
  • Cash Handling
  • Event Planning
  • Teaching
  • Front Desk
  • Problem management
  • Organizational skills
  • American Sign Language
  • Fundraising
  • Credit analysis
  • Debt management
  • Cash flow analysis
  • Banking
  • Problem-solving
  • Attention to detail
  • Multitasking and organization
  • Critical thinking
  • Verbal and written communication
  • Decision-making
  • Cash handling
  • Budgeting expertise

Certification

  • First Aid Certification
  • CPR Certification

Timeline

Financial Consultant

Nusenda Credit Union
08.2022 - Current

Banker

Kirtland Federal Credit Union
04.2022 - Current

Server/Hostess

EL PINTO RESTAURANT
04.2021 - 06.2022

Front Desk Associate

Planet Fitness
12.2019 - 03.2021

Fun Zone

Albuquerque Isotopes
03.2016 - 09.2021

Junior Coach

Royal Cheer Academy
03.2014 - 05.2015

High school diploma -

Del Norte High School

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Laryssa Montoya