Dynamic sales and customer service professional with over five years of experience in the banking industry, recognized for a proven ability to build and maintain strong business relationships while consistently exceeding sales targets. Expertise includes effective communication, in-depth product knowledge, and a self-motivated approach to challenges. Renowned for reliability and adaptability, with a swift capacity to learn and implement new skills, and bilingual in English and Spanish. Eager to embrace a full-time role that offers professional challenges and utilizes exceptional interpersonal skills, time management, and problem-solving capabilities to drive team success and contribute to organizational growth.
Work History
MSR II
4 Months
O.E Federal Credit Union | 07.2026 - Current
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Organized and detail-oriented with a strong work ethic.
Demonstrated respect, friendliness, and willingness to help wherever needed.
Evaluated consumer loan applications, credit history, and debt-to-income ratios to support sound lending decisions.
Processed loan documentation accurately, ensuring completeness and compliance with credit union policies.
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Examined customer loan applications for loan approvals and denials.
Assisted members with account inquiries, service requests, and transaction questions in professional manner.
Verified identification and documentation to support secure account access and fraud prevention.
Processed POS transactions accurately, including exchanges, returns, and cash handling procedures.
Maintained strong product knowledge across handbags, accessories, and ready-to-wear collections.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
MSR
1 Year 3 Months
Monterey Credit Union | 06.2021 - 09.2022
Paid attention to detail while completing assignments.
Strengthened communication skills through regular interactions with others.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Verified customer identification and maintained adherence to banking policies and procedures.
Assisted members with account inquiries, service requests, and basic product information.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
MSR
5 Years 5 Months
Santa Clara County Federal Credit Union Bank | 11.2014 - 04.2020
Balanced currency, coins, checks in cash drawers at ends of shifts, and calculated daily transactions using computers, calculators, and adding machines. Processed transactions such as loans, LCDs, term deposits, night deposits, and mail deposits. Pivot cross-sell opportunities to existing customers and excelled in meeting monthly account goals. Public Announcements in compliance with FDIC scripted approved by legal and marketing department.
Cashier Sales Associate
1 Year
Jones Of NewYork | 01.2014 - 01.2015
As a Customers Service Sales Associate, I maintained great sales relationships with customers. I opened and closed the store with supervisor, meet monthly sales goals, cross-sold sales opportunities. Maintained retail store with great cleanliness and organized the sales floor. I stocked merchandised and reconciled end of day sales receipts and deposits.
Cashier Sales Associate
1 Year
Carters | 01.2012 - 01.2013
As a Customers Service Sales Associate, I maintained great sales relationships with customers. I opened and closed the store with supervisor, greet customers, stocked merchandise. Maintained retail store with great cleanliness and organized the sales floor. Reconciled end of day sales receipts and deposits.