Summary
Skills
Work History
Education
Generic

Sergio Joa Diaz

McKinney,TX

Summary

Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care. Reliable and upbeat Associate successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing and cleaning. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic.

Skills

  • Bilingual (English and Spanish)
  • Cross-Selling & Product Promotion
  • Consumer Lending & Deposit Operations
  • Financial Compliance & Security
  • Data Entry & Teller Systems
  • Microsoft Office Suite (Excel, PowerPoint, Outlook, Word)

Work History

Teller

CUTX
Frisco, TX
09.2025 - Current
  • Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
  • Assisted customers in account inquiries, providing solutions to enhance satisfaction and retention.
  • Maintained compliance while contributing to a positive branch sales
  • Generated qualified referrals through needs-based member conversations, contributing to branch growth

Associate

Columbia Sportswear Company
Allen, TX
07.2024 - 08.2025
  • Exceeded 115% of sales goals on a consistent basis to achieve employer recognition.
  • Executed point of sale transactions consistently and efficiently.
  • Partner across departments to ensure customer satisfaction and operational excellence.

Income Tax Preparer

TaxesPro LLC
McKinney, TX
01.2025 - 04.2025
  • Prepared and filed individual tax returns using e-filing software to ensure compliance with IRS regulations (CrossLink).
  • Conducted thorough reviews of client financial documents to identify eligible deductions and credits.
  • Collaborated with team members to streamline processes, improving overall efficiency during peak tax season.

Associate

Chick-Fil-A
McKinney, TX
05.2023 - 09.2023
  • Provided exceptional customer service
  • Cash handling and drawer balancing
  • Worked effectively in fast-paced environments

Education

Bachelor of Science - Finance

UNT
Frisco, TX
09.2024 - Current

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Sergio Joa Diaz