Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lizbeth Aguilar

Forth Worth

Summary

Enthusiastic financial professional aiming to excel as a Credit Solutions Advisor, combining credit expertise with a passion for helping clients achieve financial freedom and lasting success.

Overview

14
14
years of professional experience

Work History

Relationship Banker

Bank of America
03.2020 - Current
  • Build relationships with clients to meet financial needs
  • Managing financial center traffic, appointments, and outbound calls effectively
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Back up leader override
  • ATM sole custodian
  • New hire mentor

Server

Risky's BBQ
09.2016 - 03.2020
  • Greet guests and make them feel comfortable as they dine in.
  • Take beverage and food orders; ensured to deliver them in a timely manner.
  • Check in with guests throughout stay, to make sure they are having a great experience.
  • Work alongside team members and help when needed.
  • Lead trainer for onboarding team members.

Inside Sales Associate

Tape Innovations, LLC
05.2014 - 09.2016
  • Exceed sales goals and company expectations by client base and maintaining high standards of customer service.
  • Maintained customer’s files, orders, data entry; archive old files and prepare them for storage.
  • Work closely with other departments to facilitate orders for the customer.
  • Provide consistent and effective communication with the customer.

Customer Advocate

Tiger Financial, LLC
04.2013 - 05.2014
  • Managed the on boarding of new clients; provided them with the information on all loan offers, complete contract forms, approvals of applications, and cancel accounts.
  • Kept records of all customers’ personal files, and ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
  • Dedicated to continuously improve sales abilities and product knowledge to both the team and client.

Server

Chuy's
03.2011 - 04.2014
  • Greeted guests and made them feel comfortable as they walked in.
  • Took beverage and food orders; ensured to deliver them in a timely manner.
  • Check in with guests throughout stay, to ensure they are having a great experience.
  • Work alongside team members and help when needed.

Education

Associates Degree -

Tarrant County College
Fort Worth, TX
08-2018

High School Diploma - undefined

Trimble Technical High School
Fort Worth, Texas
01.2010

Skills

  • Identified opportunities at the CSR line for home loan solutions such as new purchase or HELOCs
  • Helped clients establish or rebuild credit with the long term goal of Home ownership
  • Connect with partners on a weekly basis to strengthen business integration and ways to deliver value to our clients among the different partnerships
  • Over the past three years i have been a mentor for new on boarding teammates
  • I have been appointed leadership responsibilities by overseeing associate risk management and branch operations
  • Highly organized and detailed-oriented; providing thorough and skillful administrative and customer service support to senior executives and customers

Timeline

Relationship Banker

Bank of America
03.2020 - Current

Server

Risky's BBQ
09.2016 - 03.2020

Inside Sales Associate

Tape Innovations, LLC
05.2014 - 09.2016

Customer Advocate

Tiger Financial, LLC
04.2013 - 05.2014

Server

Chuy's
03.2011 - 04.2014

High School Diploma - undefined

Trimble Technical High School

Associates Degree -

Tarrant County College

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