Yareli Jimenez
Pasco,WA
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals.
Overview
3
3
years of professional experience
Work History
Bank Teller
Gesa Credit Union
10.2023 - Current
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
Tax Preparer
Liberty Tax Service
01.2022 - 05.2022
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Maintained compliance by adhering to current tax laws and regulations.
Education
Business Administration And Accounting
Western Governors University
Salt Lake City, UT07.2025
Associate of Science -
Columbia Basin College
Pasco, WA06.2023
High School Diploma -
Chiawana High School
Pasco, WA06.2022
Skills
- Customer Relationship Management
- Stress Tolerance
- Financial product knowledge
- Upselling skills
- Asset Management
- Billingual
Timeline
Bank Teller
Gesa Credit Union
10.2023 - Current
Tax Preparer
Liberty Tax Service
01.2022 - 05.2022
Business Administration And Accounting
Western Governors University
Associate of Science -
Columbia Basin College
High School Diploma -
Chiawana High School
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