Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and achieve company goals.
Overview
13
13
years of professional experience
Work History
Financial Adviser Assistant
Los Angeles Police Federal Credit Union
12.2020 - Current
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Facilitated new client onboarding process and investment account setup.
Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Worked with clients to support understanding of rationale and details of financial strategies.
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Public Safety Dispatcher
Fullerton Police Department
11.2019 - 12.2020
Trained to work through dangerous and stressful situations, used my discipline and leadership skills to handle and diffuse these situations
Received 911 and non-emergency calls and dispatched calls to appropriate agencies and officers on duty.
Offered friendly and efficient service to customers, handled challenging situations with ease.
Remained calm in very high-pressure situations and kept callers on line until law enforcement arrived on scene.
Entered criminal record checks, driver's license numbers and warrants into telecommunications systems to fulfill officer requests.
Dispatched emergency units on the computer aided dispatch system (CAD) as necessary per established procedures
Maintained contact with all units on assignment to determine status and location
Communicates with callers to determine continuing disposition of calls, provide assistance and explain response procedures
Contacts County and emergency management network agencies to provide information and coordinate call responses
Operates a variety of telecommunications and computer equipment
Answers non-emergency calls for assistance, screens calls and routes calls to appropriate person or office
Enters, updates and retrieves police related data from computer and teletype networks and inputs a daily log of all calls field units were dispatched to or initiated
Assists sworn field personnel by searching records and requesting information from other law enforcement agencies in conjunction with field investigations being carried on by department personnel
Small Business Priority Specialist
Bank Of America
09.2015 - 12.2019
Utilized various bank systems to support client requests
Prospected for new business through networking, community outreach, and customer referral generation
Provide a positive customer experience through creative solutions
Establish and develop relationships with clients and co-workers
Successfully manage multiple tasks and prioritize workload while paying attention to detail
Demonstrate excellent communication and computer skills
Developed customized solutions of deposit, lending, and other products for small business customers.
Analyzed data to identify root causes of problems and recommend corrective actions.
Teller Coordinator I
US Bank
01.2011 - 04.2014
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Executed various customer deposits, withdrawals and money orders.
Performed teller scheduling to achieve appropriate branch coverage for business needs.
Addressed employee issues and conflicts, applying listening and communication skills
Identify and take appropriate action based on customers needs and establish effective working relationships
Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
Education
Associate of Science - Business Communications
Fullerton College
Fullerton, CA
06.2024
Skills
Great interpersonal skills and positive attitude
Strong analytical and organizational skills to perform in depth financial analysis and manage multiple tasks
Demonstrate ability to lead, motivate and influence others along with building relationships
Microsoft Windows (Word, Excel, and PowerPoint)
Great customer- relations background
Experience in handling confidential paperwork
Ability to communicate effectively
Business Development
Sales Expertise
Client Relations
Timeline
Financial Adviser Assistant
Los Angeles Police Federal Credit Union
12.2020 - Current
Public Safety Dispatcher
Fullerton Police Department
11.2019 - 12.2020
Small Business Priority Specialist
Bank Of America
09.2015 - 12.2019
Teller Coordinator I
US Bank
01.2011 - 04.2014
Associate of Science - Business Communications
Fullerton College
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