Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Luis Javier Mata

Houston,TX

Summary

Finance professional with over 2 years of experience in banking, currently serving as Assistant Branch Manager at Wallis Bank. Skilled in financial services, client relations, and team leadership, with a strong foundation in financial analysis and decision-making. Actively developing expertise in financial modeling, Excel, and data interpretation to transition into a financial analyst role. Known for an analytical mindset, problem-solving abilities, and a client-focused approach.

Overview

2
2
years of professional experience
1
1
Certification

Work History

ASSISTANT BANK MANAGER

Wallis Bank
07.2024 - Current
  • Maintained communication with other departments regarding changes in policies.
  • Completed month-end and year-end closings, kept records audit-ready, and monitored the timely recording of accounting transactions.
  • Managed the ATM at the branch, ensuring they are always stocked with sufficient funds every week.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Provided training to new hires on banking processes and procedures.

TENNIS COACH

Tennis Evolution Academy
04.2023 - 10.2024
  • Held group classes with up to 16 students on a weekly basis, as well as private lessons.
  • Explained and demonstrated basic, intermediate and complex tennis techniques to students.
  • Developed and delivered presentations to educate clients on topics related to coaching.
  • Utilized various coaching models and techniques to maximize client success.

PERSONAL BANKER

Wallis Bank
11.2023 - 07.2024
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Identified potential fraud risks on accounts and reported suspicious activities to management.
  • Facilitated the resolution of customer disputes in a fair manner while protecting the interests of the bank.

BANK TELLER

Wallis Bank
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 no less than 20 money orders, cashier's checks, traveler's checks, and savings bonds daily.
  • Balanced teller drawers regularly throughout the day according to established procedures.

Education

BACHELOR OF ARTS (B.A.) - FINANCE

Molloy College
Rockville Centre, NY
08.2021

Skills

  • Microsoft Excel (Advanced)
  • Financial Modeling
  • SQL (basic)
  • Financial Statement Analysis
  • Banking Customer Insight
  • Reporting Proficiency
  • Financial Forecasting
  • Portfolio Management

Certification

Securities Industry Essentials

Languages

Spanish
Native or Bilingual
English
Native or Bilingual
Portuguese
Limited Working

Timeline

ASSISTANT BANK MANAGER

Wallis Bank
07.2024 - Current

PERSONAL BANKER

Wallis Bank
11.2023 - 07.2024

TENNIS COACH

Tennis Evolution Academy
04.2023 - 10.2024

BANK TELLER

Wallis Bank
03.2023 - 11.2023

BACHELOR OF ARTS (B.A.) - FINANCE

Molloy College

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