Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
1
1
year of professional experience
Work History
Key Bank
06.2022 - 09.2022
Collaborated with experienced bankers to create client presentation
Transaction Experience:
Financial Services: Led team in processing financial service transactions accurately and efficiently, improving overall operational efficiency
Client Needs: Analyzed client’s financial situation and recommended optimal services and promotions, resulting in increased client retention and effective financial management
Shadowed: Developed strong data analysis skills using financial tools such as Excel and financial programs, leading to improved efficiency and sales
Supported daily operations and processes to meet sales and service goals
Prepared banking reports and reconciliation by preparing checks and setting up new accounts
Helped customers with service needs, product explanations and banking
Processed a wide variety of retail banking transactions for personal and commercial customers
Server
Cactus Restaurants
02.2023 - Current
Skills through serving 100-150 customers per shift
Improved teamwork skills through working with 15 other staff members to efficiently serve customers and meet their needs
Thrived in fast-paced environment, managing multiple tasks simultaneously by tending to 9-11 tables of 15-45 guests
Committed to resolving any conflict to ensure customer satisfaction
Collaborated with upper management to improve customer service processes and support structures company-wide
Investment Club
Utilize financial analysis techniques to evaluate company financials and conduct valuation models for potential investments
Actively participate in club discussions on investment strategies, sharing insight and engaging in constructive debates to enhance the group’s decision-making process