Maria Torres
Dallas
Summary
Goal-oriented analyst and operations leader with nearly a decade of experience in financial services. Expertise in managing complex workflows, leading cross-functional projects, and leveraging data-driven insights to improve operational performance. Recognized for identifying process gaps, mitigating risk, and driving continuous improvement while supporting team success and organizational objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Associate Analyst
Fidelity Investments
Westlake
04.2022 - Current
- Coordinated daily workflow and team priorities by scheduling resources, assigning projects, and monitoring transfer queues to ensure timely processing of ACATS and asset liquidation requests.
- Processed complex ACATS transfers and asset liquidations between financial institutions, resolving discrepancies and partnering with internal and external stakeholders to minimize delays.
- Led operational initiatives, trained team members, and drove process improvements while ensuring compliance with regulatory requirements and service-level expectations.
Financial Services Representative
Charles Schwab
Westlake
12.2020 - 07.2021
- Assisted clients with brokerage, retirement, and investment account inquiries while delivering exceptional customer service and support.
- Resolved complex account issues, educated clients on financial products and trading tools, and built trusted client relationships.
- Managed high-volume inbound calls, ensured regulatory compliance, and supported clients with account transactions and service requests.
Teller Supervisor
Wells Fargo
Dallas
08.2016 - 09.2018
- Supervised daily teller operations, ensuring accuracy of transactions and adherence to banking policies to maintain operational integrity.
- Trained and coached team members, enhancing customer service and performance to foster a positive branch environment.
- Balanced cash vaults and resolved customer issues while contributing to branch sales and service objectives.
Education
Associate of Science -
Richland College
Dallas, TXSkills
- Communication
- Adaptability
- Team collaboration
- Time management
- Ethical conduct
- Tech proficiency
- Reliability
- Data Analysis
- Operational knowledge
- Microsoft proficiency
- Regulatory compliance
- Data Analytics
- Diligence
- Project management
- Team leadership
- Blockchain Knowledge
Certification
- SIE
- Series 7
- Ecornell - Blockchain Essentials
Languages
Spanish, Fluent
Timeline
Associate Analyst
Fidelity Investments
04.2022 - Current
Financial Services Representative
Charles Schwab
12.2020 - 07.2021
Teller Supervisor
Wells Fargo
08.2016 - 09.2018
Associate of Science -
Richland College