Experience

ChooseU

• United States
• Non-profit Organizations
• 100 - 200 Employee

• CMS Instructor

  • Sep 2022 - Present

  -Instructor of a Credit Union Services cohort -Preparing and delivering lessons to grow FSS skills in the learners -Instructor of a Credit Union Services cohort -Preparing and delivering lessons to grow FSS skills in the learners



First Citizens Bank

• United States
• Banking
• 700 & Above Employee

• Financial Service Specialist

  • Mar 2021 - Jun 2022

  -Processed and reviewed financial agreements for business customers -Entered data for equipment finance agreements -Adhere to local and federal regulations for data processing -Processed and reviewed financial agreements for business customers -Entered data for equipment finance agreements -Adhere to local and federal regulations for data processing



TD

• Canada
• Banking
• 700 & Above Employee

• Bilingual Resolutions Specialist

  • Feb 2019 - Feb 2021

  -Merge account ownership to successor by advising customers to provide necessary probate documents -Mitigate risk to the company by actively listening and understanding customers -Advise customers of their options by navigating emotional conversations empathetically and professionally in both English and Spanish. -Merge account ownership to successor by advising customers to provide necessary probate documents -Mitigate risk to the company by actively listening and understanding customers -Advise customers of their options by navigating emotional conversations empathetically and professionally in both English and Spanish.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Service Manager

  • Mar 2018 - Jan 2019

  -Led a team of employees and reviewed daily new ideas to generate more business and enhance customer experience-Specialized in de-escalating emotionally charged conversations, with both customers and employees, using conflict resolution-Generated reports prepared for branch and district managers by overlooking cash flow documentation and team performances on a weekly and monthly basis-Successfully ensured compliance to federal and state regulations throughout all aspects of banking transactions. Oversaw hiring process for newcomers and responsible for coaching and developing employees-Ensured employees had proper training in new app and online features Show less

• Personal Banker

  • Jul 2016 - Feb 2018

  -Examined existing customer accounts for opportunities to grow their assets, by simplifying their options and providing an easy transition from one line of business to another-Effectively analyzed customers’ business needs, case-by-case, in their financial endeavors-Generated business by gathering the customers wants and needs and providing options readily available to them, while simultaneously staying within compliance-Prepared proper loan documents for an easy and time efficient way to conduct and finalize transactions-Demonstrated the value in online banking and provided application and website training to customers Show less

• Bank Teller

  • Feb 2015 - Jul 2016