Luis Javier Mata Casique
Houston,TX
Summary
Dynamic banking professional with extensive experience at Wallis Bank, excelling in customer service and financial analysis. Proven track record in resolving disputes and enhancing client satisfaction. Skilled in Microsoft Excel and risk management. Effectively trained new hires and improved operational efficiency, contributing to a more robust banking environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
ASSISTANT BANK MANAGER
Wallis Bank
FULSHEAR, TX
07.2024 - Current
- Completed month-end and year-end closings, kept records audit-ready, and monitored the timely recording of accounting transactions.
- Maintained communication with other departments regarding changes in policies or procedures.
- Assisted with customer requests and answered questions to improve satisfaction.
- Managed ATM machines at the branch, ensuring they are stocked with sufficient funds.
- Provided training to new hires on banking processes and procedures.
PERSONAL BANKER
Wallis Bank
FULSHEAR, TX
11.2023 - 07.2024
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Assisted and advised customers on using online and mobile banking systems.
- Maintained and built strong client relationships through quality, personalized interactions.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
BANK TELLER
Wallis Bank
HOUSTON, TX
03.2023 - 11.2023
- Welcomed customers, and offered pleasant service during transactions.
- Identified transaction errors when debits and credits did not balance.
- Issued and redeemed money orders, cashier's checks, traveler's checks, and savings bonds.
- Balanced teller drawers regularly throughout the day according to established procedures.
DAY TRADER
Self Employed
HOUSTON, USA
03.2022 - 03.2023
- Completed the online academy course named Trading Stock Market
- Participated in live trading room where members and instructors analyzed market trends.
- Conducted market research prior to and during the market opening to guide trading decisions.
Education
BACHELOR OF ARTS (B.A.) - FINANCE
Molloy College
Rockville Centre, NY08.2021
Skills
- Microsoft Excel
- Microsoft Power Point
- Market Research
- Data Analysis
- Calculating Risks
- Managing Risk
- Customer Service
- Financial Analysis
Certification
Securities Industry Essentials
Languages
- Spanish, Native
- English, Bilingual
- Portuguese, Advanced
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Portuguese
Professional
Affiliations
- Molloy Mens' Soccer 2017-2021
- Molloy Student Managed Fund Club 2019-2021
Accomplishments
- Molloy Mens' Soccer Coaches Award
- Molloy Dean's List
Timeline
ASSISTANT BANK MANAGER
Wallis Bank
07.2024 - Current
PERSONAL BANKER
Wallis Bank
11.2023 - 07.2024
BANK TELLER
Wallis Bank
03.2023 - 11.2023
DAY TRADER
Self Employed
03.2022 - 03.2023
BACHELOR OF ARTS (B.A.) - FINANCE
Molloy College
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