Experience

Security National Bank

• United States
• Banking
• 1 - 100 Employee

• Wealth Management Intern

  • May 2023 - Present

  Assist members of the investment staff and other division staff to obtain, prepare, and distribute research and other material for staff analysis and presentation to division clients and prospects as appropriate. - Develop investment presentation materials. - Assist in the data retrieval and analysis for quarterly mutual fund review. - Preparation of Investment Committee materials and minutes. - Assist in preparation of market information for distribution to division staff. - Accompany staff on client presentations as appropriate and as opportunities permit. Show less



Central Bank

• United States
• Banking
• 1 - 100 Employee

• Compliance Analysis Intern

  • Jun 2022 - May 2023

  - Perform project management duties for various departments as assigned. - Perform scrub analysis for processes such as Home Owner Disclosure Act and Federal Home Loan Bank.- Pull daily closed loan report and collaborate with loan officers and bankers to release needed collateral. - Assist with various administrative duties such as filing, typing, and answering multi-line phone systems.

• Bank Teller

  • Dec 2020 - Jan 2023

  - Reconcile transactions and verify cash totals without variance.- Identify and manage cross-selling opportunities by providing updated and accurate knowledge of financial products and service offerings.- Maintain strict compliance with banking standards, regulations, and laws.- Research and resolve customer issues on personal savings, checking, and lines of credit accounts. - Apply active listening and effective communication to cultivate and maintain customer rapport.- Identify suspected fraud based on behavioral and transaction markers. Show less



Jimmy John's

• United States
• Restaurants
• 700 & Above Employee

• Delivery Driver

  • Aug 2021 - Feb 2022

  - Followed scanning, tracking, and documentation procedures to reduce errors. - Coordinated suitable routes to meet schedule demands. - Adhered to delivery instructions to properly collect and deliver products. - Provided highest level of customer service to achieve delivery satisfaction rating. - Followed scanning, tracking, and documentation procedures to reduce errors. - Coordinated suitable routes to meet schedule demands. - Adhered to delivery instructions to properly collect and deliver products. - Provided highest level of customer service to achieve delivery satisfaction rating.