Paula Garza
Houston,TX
Summary
Seeking an entry-level position to utilize my networking, communication, and presentation skills to become a key pillar of the HR department. Passionate and motivated individual keen to apply classroom knowledge to real-life situations.
Overview
7
7
years of professional experience
Work History
Financial Analyst
Wells Fargo
09.2023 - Current
- Developed relationships with customers through proactive communication, follow-up, and problem resolution.
- Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, insurance coverage and other areas of personal finance.
Banker Designated Lender
PNC Bank
02.2022 - 09.2023
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Provided training on lean principles, tools, and techniques to all levels of staff.
- Maintained relationships with key stakeholders, clients, and customers to ensure satisfaction with services provided.
Teller Supervisor | Financial Service Rep
Texas Bay Credit Union
02.2020 - 02.2022
- Identified opportunities through conversations with clients, referring 40+ service/products monthly.
- Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
- Became part of the JUMP (Join Us in Motivating People) mentorship program to act as a trusted advisor to new employees during his/her first 90 days.
Sales Supervisor
Old Navy
10.2017 - 02.2020
- Organized and managed daily cashier operations, ensuring accuracy of all financial transactions.
- Trained new hires in the use of POS systems, store policies and procedures, safety protocols, and customer service expectations.
Education
Bachelor’s in Business Marketing -
University of Houston- Downtown
05.2024
Associates in Business Administration -
San Jacinto College
05.2022
Skills
- Customer Relationship Development
- Financial Analysis
- Marketing
- Excel
- Proficiency in Spanish
- Leadership
Timeline
Financial Analyst
Wells Fargo
09.2023 - Current
Banker Designated Lender
PNC Bank
02.2022 - 09.2023
Teller Supervisor | Financial Service Rep
Texas Bay Credit Union
02.2020 - 02.2022
Sales Supervisor
Old Navy
10.2017 - 02.2020
Bachelor’s in Business Marketing -
University of Houston- Downtown
Associates in Business Administration -
San Jacinto College
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