Experience

U.S. Bank
• United States
• Legal Services
• 1 - 100 Employee
• Private Wealth Management Banking Specialist Assistant

  • Mar 2023 - Present


BMO Harris Bank

• United States
• Banking
• 700 & Above Employee

• Relationship Banker

  • Mar 2018 - Mar 2023

  NMLS Registered high performance sales role. Provide outstanding customer experience while developing and maintaining deep and meaningful relationships on both consumer and small business levels. Resolve conflicts and propose solutions that reflect ethical banking practices. Present product options to clients based on holistic conversation and understanding client needs. Provide financial advice and guidance that serves the customers best interest. Develop and maintain strong partnerships with BMO Premier Services as well as Financial Advising to enhance customer experience and grow business. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Consultant

  • Sep 2017 - Mar 2018

  SAFE registered high performance sales role. Continue to provide exceptional customer service while producing high quality loans that meet regulations and guidelines. Build meaningful relationships with realtors, financial professionals, local banks, and previous customers to generate and expand business.

• Personal Banker

  • Dec 2015 - Sep 2017

  Deliver exemplary customer service while building long lasting relationships with consumers and small businesses. Understand the customers’ financial needs by asking questions to help understand what is important to them. Present product options and solutions to customers to ensure banking experience is easy and convenient.

• Bank Teller

  • Sep 2014 - Dec 2015

  Consistently exercise excellent customer service, including managing and resolving customer conflicts. Follow regulations and procedures to minimize errors and fraud. Successful Tellers balance their cash drawers several times daily, aim to build rapport with customers, meet daily, weekly, monthly, and quarterly referral and sales goals, all while maintaining ethics, integrity and embracing diversity.



Azul Tequila Mexican Restaurant

• United States
• Restaurants

• Server

  • Dec 2011 - May 2015

  Deliver high quality service while multitasking in a fast paced environment. Service patrons with food and beverage orders in a timely and friendly manner. Answer questions and make recommendations based on customer need. Handle cash till, make change, and accept payments. Deliver high quality service while multitasking in a fast paced environment. Service patrons with food and beverage orders in a timely and friendly manner. Answer questions and make recommendations based on customer need. Handle cash till, make change, and accept payments.



Cancun Mexican Grill

• United States
• 1 - 100 Employee

• Server

  • Jun 2010 - Dec 2011

  Deliver high quality service while multitasking in a fast paced environment. Service patrons with food and beverage orders in a timely and friendly manner. Answer questions and make recommendations based on customer need. Handle cash till, make change, and accept payments. Deliver high quality service while multitasking in a fast paced environment. Service patrons with food and beverage orders in a timely and friendly manner. Answer questions and make recommendations based on customer need. Handle cash till, make change, and accept payments.