STEVEN DIAZ
Dallas,TX
Summary
Dedicated and reliable candidate with strong problem-solving abilities and effective task prioritization skills. Reputation for being hardworking, ethical, and detail-oriented. Actively seeking opportunities to expand skills and contribute to a company's success. Currently pursuing a Bachelor's degree in Mathematics with a focus on Actuarial Science. Diligent student eager to embark on a career. Promptly addresses and closes knowledge gaps, providing maximum value to employers and teams.
Overview
7
7
years of professional experience
Work History
Bank Advisor
Resource One Credit Union
06.2021 - 07.2024
- Entered data into company software and documented account information and member inquiries.
- Assisted clients with opening accounts, providing comprehensive explanations of available financial products and services.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Manager
PLS Check Cashers
12.2020 - 06.2021
- Accomplished multiple tasks within established timeframes.
- Resolved Escalated customer service issues by coordinating solutions with sales and operations teams.
- Implemented risk management strategies to minimize potential losses and safeguard the bank''s assets.
Shift Lead Supervisor
PLS Check Cashers
08.2017 - 06.2020
- Controlled team behavior and daily activities through effective disciplinary and motivational measures.
- Maintained department continuity by working closely with fellow supervisors to manage seamless transitions.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
Education
Bachelor of Science - Mathematics in Actuarial Science
University of Texas At Arlington
Arlington, TX05.2025
Associate of Science - Business
Dallas County Community College
Dallas, TX05.2021
Skills
- Client account management
- Transaction management
- Quality assurance
- Customer service
- Friendly, positive attitude
- Time management
- Multitasking
- Computer skills
- Excellent communication
- Organizational skills
- Attention to detail
- Data entry
- Decision-making
- Calm under pressure
- Regulatory Compliance
- Analytical Thinking
- Teamwork and Collaboration
- Microsoft Office
- Anti-money laundering
- Know your customer
- Payment processing
- Compliance monitoring
- Banking regulations
- Transaction monitoring
- Cash handling and management
- Problem-solving
- Risk management
Timeline
Bank Advisor
Resource One Credit Union
06.2021 - 07.2024
Manager
PLS Check Cashers
12.2020 - 06.2021
Shift Lead Supervisor
PLS Check Cashers
08.2017 - 06.2020
Bachelor of Science - Mathematics in Actuarial Science
University of Texas At Arlington
Associate of Science - Business
Dallas County Community College
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