Roxanne Cooper
Fort Worth,TX
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
17
17
years of professional experience
Work History
Financial Services Representative
World Finance
05.2012 - 11.2025
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained updated records of all financial transactions to support traceability.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Set up and completed loan submission packages.
- Delivered exceptional customer service on collection calls.
- Negotiated payment plans with customers to prevent accounts from entering collections.
Universal Associate Banker Teller
Chase Bank
05.2023 - 01.2025
- Educated customers on use of online banking and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Self-motivated, with a strong sense of personal responsibility.
- Opened, closed, and updated accounts for customers.
Sr - FSR
Wells Fargo
10.2021 - 06.2022
- Organized professional with expertise in managing resources and optimizing performance. Proficient in providing valuable insights and supporting decision-making processes. Committed to enhancing productivity and contributing to overall success.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
- Promoted bank's products and services by consistently cross-selling to customers.
Administrative Assistant
DFW Camper Corral Truck Accessory Store
11.2018 - 03.2021
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained inventory of office supplies and placed orders.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing calls.
- Managed invoicing and payment processing operations, for multiple locations.
- Adhered to cash handling and reconciliation procedures to monitor and control cash and receipts.
Sr - FSR
Bank of America
08.2008 - 10.2018
- Developed and maintained courteous and effective working relationships.
- Identified issues, analyzed information and provided solutions to problems.
- Cultivated interpersonal skills by building positive relationships with others.
- Conducted cash handling, credit card transactions, and register closeout at end of business day.
- Implemented useful procedures to establish accuracy in cash handling, counting and reporting.
- Processed quarterly vault and ATM audits with zero error rate.
- Established rapport with new clients to increase satisfaction and loyalty.
Education
High School Diploma -
Continental Academy
Fort Worth, TX08-2006
Skills
- Loan applications
- Cash handling
- Financial reporting
- Sales goals
- Tax planning
- Account documentation
- Risk management
Languages
English
Spanish
Timeline
Universal Associate Banker Teller
Chase Bank
05.2023 - 01.2025
Sr - FSR
Wells Fargo
10.2021 - 06.2022
Administrative Assistant
DFW Camper Corral Truck Accessory Store
11.2018 - 03.2021
Financial Services Representative
World Finance
05.2012 - 11.2025
Sr - FSR
Bank of America
08.2008 - 10.2018
High School Diploma -
Continental Academy