Mario Herrera
Capitol Heights,MD
Summary
Bilingual Universal Banker experienced in building member relationships and delivering personalized financial solutions. Achieved improved household cash flow and long-term financial wellness through refinancing and debt consolidation strategies. Focused on driving membership growth, increasing digital adoption, and enhancing financial literacy within community settings.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Bilingual Financial Services Representative
Andrews Federal Credit Union
Fort Washington, MD
12.2025 - Current
- Assist members in opening consumer loans while advising on refinancing strategies and debt consolidation to reduce financial burden
- Executed automobile refinancing and coordinated credit card debt consolidation, enabling members to alleviate financial burdens.
- Develop personalized financial plans, including coordination with third-party debt consolidation services and outlining expected credit impacts
- Conducted financial reviews for members, guiding them in actionable steps to reach short- and long-term financial goals
- Educated members on financial principles like compound interest, enhancing financial literacy in the Fort Washington community
- Acknowledged by management for commitment to improving member engagement and maintaining high work standards.
- Managed operational tasks during staffing shortages, ensuring completion of ITM audits and replenishment duties.
- Directed branch team efforts to achieve 30 new memberships in June, supporting growth objectives.
Bilingual Bank Teller
Wells Fargo
Georgetown, DC
03.2025 - 12.2025
- Enhanced branch security through expertise in fraud detection, employing UV scanning, handwriting verification, signature history analysis, and account activity review.
- Protected customer assets and bank reputation by exercising sound judgment in declining high-risk transactions and escalating concerns to management.
- Protected customer assets and bank reputation by exercising sound judgment in declining high-risk transactions and escalating concerns to management.
- Bolstered customer relationships by reviewing account histories and informing clients of available benefits or services through Wells Fargo, fostering satisfaction and trust.
- Ensured strict compliance with bank policies and federal regulations, understanding that effective risk management protects both customers and the institution
- Identified red flags such as customers attempting to rush transactions or negotiate bad checks, preventing potential fraud and financial loss
- Strengthened branch security by developing expertise in fraud detection, including use of UV scanning, handwriting verification, signature history analysis, and account activity review.
- Executed branch opening and closing procedures efficiently
- Managed daily branch operations during renovation from August - October, collaborating with management and team to ensure smooth remodel and successful reopening.
Financial Wellness Advisor
Department Of Labor Credit Union
Washington, DC
06.2024 - 12.2024
- Provided personalized financial guidance, identified member needs, and recommended tailored products and services to enhance financial stability.
- Promote and activate financial products and services, ensuring members maximize their benefits and achieve their goals.
- Educate members about credit union products such as loans, savings, and investment options, fostering deeper account relationships.
- Promoted and activated financial products and services, enabling members to maximize benefits and reach financial goals.
- Deliver exceptional customer service by addressing inquiries via phone, video, email, or chat, and resolving issues to full satisfaction.
- Assist members with daily banking needs, including processing transactions, managing accounts, and resolving inquiries efficiently.
- Handle cash transactions, deposits, withdrawals, and account reconciliations accurately while maintaining security and compliance standards.
- Supported financial literacy initiatives, empowering members to make informed decisions about their financial futures.
Store Associate
Lidl
Hyattsville, MD
11.2023 - 11.2024
- Providing excellent customer service by price checking and helping customers save money on their Lidl products.
- Working the cash register and being held accountable for all funds inside the assigned cash till
- Enhanced first impressions through diligent store cleanliness.
- Preparing and distributing cash register tills to cashiers.
- Creating strong first impressions by ensuring store cleanliness
- Signing up customers for Lidl memberships.
- Assisting with the grand opening of Lidl in Hyattsville, MD.
- Trained in multiple store departments to improve operational flexibility.
- Placing inventory orders for produce items, such as bananas, broccoli, and mangoes.
- Oversaw inventory levels to ensure product availability.
- Revising and accurately filling in time sheets
- Utilized bilingual abilities to engage the community and sign customers up for Lidl application.
- Transported cash securely between locations.
Crew Member
Chipotle Mexican Grill
Capitol Heights, MD
07.2023 - 01.2024
- Providing prompt and friendly customer service
- Served customers efficiently in food service line
- Executed grilling and food prep tasks during peak hours
- Measured food portions accurately for consistency
- Trained new hires and guided them in managing difficult situations
- Attended quarterly meetings to promote team collaboration and a positive work environment
- Provided English to Spanish translation services for customers
Junior Accounting Intern
Prominent Executives Inc
New Carrollton, MD
03.2023 - 07.2023
- During my internship with Verizon, I engaged in direct sales and customer outreach through door-to-door efforts, primarily targeting the Hispanic community. My role involved educating potential customers on Verizon's internet and cable services, with a special focus on assisting low-income families by connecting them with available programs to improve their financial situations.
- Facilitated enrollment of eligible customers in the Affordable Connectivity Program (ACP), enabling low-income families to secure free or discounted internet services through government assistance programs.
- Achieved daily targets by visiting 80 homes, engaging 20 individuals in conversation, and securing at least 2 sign-ups, contributing to outreach goals.
- Executed door-to-door sales, introducing Verizon's internet and cable services to prospective customers, enhancing community access to connectivity.
- Specializing in outreach to Hispanic households, utilizing bilingual communication skills to foster trust and better understanding of community needs.
- Demonstrated effective communication and interpersonal skills by engaging diverse audiences in outreach activities., particularly in bilingual environments.
- Applied various sales strategies to enhance customer engagement and improve service adoption,, goal-setting, and achieving performance targets.
- Possessed comprehensive knowledge of government assistance programs related to internet connectivity services and their application.
Education
High school diploma or GED -
Northwestern High
Hyattsville, MD08-2016
Associate's degree - Business Administration
University of the District of Columbia Community College
Washington, DCHigh school diploma -
Northwestern High School
Hyattsville, MDSkills
- Financial analysis
- Financial reviews
- Debt management strategies
- Financial record maintenance
- Excel data analysis
- Accounting systems
- CRM
- Computer skills
- Microsoft Outlook
- Microsoft Word
- Admin support
- Organizational skills
- Analysis skills
- Attention to detail
Personal Information
- Driving License: Driver's License
- Work Permit: Authorized to work in the US for any employer
Languages
Bilingual, Spanish, English
Awards
Opportunities, February 2024, On October 2023 all the way to this present time I was blessed to earn an opportunity with Lidl Grocery. I was tasked with becoming a store associate and training in 2 different company locations. The end goal was to open a brand-new grocery store in my hometown of Hyattsville, Maryland. I was able to not only fulfill my obligations to the company but also be part of a strong, diverse team of individuals who shared the same goal in helping local residents receive fresh, quality groceries at an affordable price.
Certification
Driver's License
Affiliations
- Habitat For Humanity
- September 2025 to Present
Additional Information
Authorized to work in the US for any employer
Timeline
Bilingual Financial Services Representative
Andrews Federal Credit Union
12.2025 - Current
Bilingual Bank Teller
Wells Fargo
03.2025 - 12.2025
Financial Wellness Advisor
Department Of Labor Credit Union
06.2024 - 12.2024
Store Associate
Lidl
11.2023 - 11.2024
Crew Member
Chipotle Mexican Grill
07.2023 - 01.2024
Junior Accounting Intern
Prominent Executives Inc
03.2023 - 07.2023
High school diploma or GED -
Northwestern High
Associate's degree - Business Administration
University of the District of Columbia Community College
High school diploma -
Northwestern High School