Xavier Gamez
McGregor
Summary
Performance-driven Relationship Banker recognized for a disciplined work ethic and an exceptional ability to convert consultations into closed loan opportunities. I pride myself on outworking the traditional banking standard by providing bespoke financial solutions to complex, "in-the-moment" client problems. With a dedication to continuous professional growth and a proven track record of asset acquisition, I am prepared to deliver immediate value and strategic growth to your institution.
Overview
6
6
years of professional experience
2018
2018
years of post-secondary education
1
1
Certification
Work History
Financial Relationship Banker
Huntington National Bank
Waco
06.2025 - Current
- Assisted customers with account inquiries and transaction processing.
- Educated clients on banking products and services available.
- Processed loan applications and verified customer information.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Followed operational standards, promoting security, risk management and compliance.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Monitored account activity to identify potential opportunities for client engagement.
Assistant manager
Magnolia
Waco
03.2020 - 06.2025
- Coordinated daily operations to ensure efficient service delivery and customer satisfaction.
- Assisted in training new staff on company policies and customer interaction techniques.
- Managed inventory levels, ensuring product availability and minimizing waste.
- Resolved customer inquiries and complaints with effective communication skills.
- Ensured compliance with safety regulations and company policies.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Maintained accurate records of daily cash flows and transactions.
- Monitored cash levels to ensure adequate funds for operations.
Education
McGregor High School
McGregor, TXSkills
- Customer relationship management
- Financial product knowledge
- Loan processing
- Risk management
- Regulatory compliance
- Loan application advisement
- Teller support
- Branch operations
- Client relationship management
- Financial product expertise
- Upselling
- Account management
- Fraud prevention
Certification
- NMLS CERTIFIED
Timeline
Financial Relationship Banker
Huntington National Bank
06.2025 - Current
Assistant manager
Magnolia
03.2020 - 06.2025
McGregor High School