Results-driven professional specializing in customer service and sales proficiency. Known for effectively managing client relationships and addressing inquiries, ensuring compliance while driving satisfaction and loyalty.
Overview
6
6
years of professional experience
Work History
Associate Banker
Wells Fargo
Stone Mountain, GA
07.2024 - 12.2025
Led initiatives to enhance customer service delivery and satisfaction.
Developed and implemented efficient banking procedures for account management.
Trained and mentored junior bankers on operational best practices.
Analyzed customer needs to recommend appropriate financial products and services.
Ensured compliance with regulatory requirements during daily operations.
Managed client relationships, addressing inquiries and resolving issues promptly.
Finance Technician
United States Air Force, USAF
Hurlburt Field, FL
05.2020 - 06.2024
Processed financial transactions ensuring compliance with Air Force regulations and protocols.
Managed budgeting and forecasting duties to support operational planning and resource allocation.
Analyzed financial reports to identify discrepancies and recommend corrective actions effectively.
Coordinated with cross-functional teams to streamline financial operations and enhance reporting accuracy.
Developed strong problem solving skills by resolving complex customer issues quickly and efficiently
Ensured regulatory compliance by staying up-to-date on industry standards and applying best practices in daily operations.
Facilitated month-end closing procedures, ensuring accurate financial statements within tight deadlines.