Lizeth Valencia
Richland
Summary
Results-driven finance and customer service professional with a proven track record across banking, corporate finance, and assisting customers. Experienced in delivering exceptional client service, identifying financial solutions, and managing sensitive data with discretion. Adept at supporting high-net-worth clients, analyzing large data sets, and streamlining operational processes.
Overview
4
4
years of professional experience
Work History
Personal Banker
WaFd Bank
07.2025 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Associate Banker
BMO Bank
12.2024 - 07.2025
- Delivers exceptional service to BMO customers and prospects.
- Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
- Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Corporate Finance Associate
Fisher Investments
12.2023 - 10.2024
- Provides timely and accurate information to high net worth clients and/or internal business partners.
- Enhanced risk awareness by properly handling sensitive and/or confidential information.
- Communicated effectively with internal business partners to complete operational tasks.
- Experimented with large data sets, and gained exposure to upper management.
Customer Service Representative
On Inc.
10.2021 - 02.2023
- Assist customers through email and livechat.
- Resolve product or website service problems by clarifying the customer's inquiry.
- Communicate with co-workers and team leads for problem solving inquiries.
- Correct financial accounts by processing customer order adjustments.
- Perform D365 and SF operations.
Education
Bachelors - Business Administration
Washington State University
12.2025
Associate of Arts Degree - undefined
Yakima Valley Community College
06.2018
Skills
- Good communication
- Positive attitude
- Analyzing and solving problems
- Timely task completion
- Strong organizational skills
- Willingness to learn
- Microsoft Office programs
- Database usage
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker
WaFd Bank
07.2025 - Current
Associate Banker
BMO Bank
12.2024 - 07.2025
Corporate Finance Associate
Fisher Investments
12.2023 - 10.2024
Customer Service Representative
On Inc.
10.2021 - 02.2023
Associate of Arts Degree - undefined
Yakima Valley Community College
Bachelors - Business Administration
Washington State University
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