Professional Resume

Synopsis

Eager individual with over 10 years’ experience in customer service, cash handling and technical support roles. I am highly skilled in providing timely, efficient, and considerate customer service with a proven track record to respond to and resolve customers’ requests and concerns. I am determined to excel and strive to exceed expectations and grow as an individual while working with others at a fast pace. I am looking for opportunities to expand my career in a fast paced and challenging environment.

Experience

Financial Services Representative II Travis Credit Union, Davis CA November 2024 - Present

As a Financial Service Representative, I focus on building and maintaining long-term member relationships by providing comprehensive financial guidance. I leverage my experience to accurately process a wide range of member needs, from routine deposits to complex wire transfers, while proactively identifying opportunities to help members achieve their goals. This includes recommending and opening the right solutions for them—such as checking, savings, IRA, or business accounts—that best fit their financial situation. I am a collaborative team member, committed to supporting my colleagues with transaction approvals and process guidance to ensure team success. Furthermore, I execute critical branch operations, including daily vault balancing and cash management, while ensuring strict compliance with federal regulations like the Bank Secy Act and Reg CC to protect both our members and the credit union.

Personal Banker First Northern Bank, Dixon CA May 2023 - October 2024

As a Personal Banker, I provide customer service to our clients by accurately and efficiently processing routine and complex account transactions, including deposits, withdrawals, wire transfers, cash advances, and more. I utilize sales skills to open new accounts (checking, savings, money market, IRA, safety deposit box, etc.) by offering our solutions to benefit customer needs versus competitor options. In addition to customer facing assistance, I also assist other bankers with transaction approvals, training, and processes. I have knowledge of the Bank Secy Act, Reg D, Reg CC, Reg E, and Reg DD and submit associated forms as needed. I also assist with balancing the vault, ordering & receiving cash from the Federal Reserve, refilling our ATM’s, and contacting vendors as needed for maintenance issues.

Customer Service Representative CVS Health, Dixon CA June 2022 - March 2023

As an Aetna CSR, I provided customer service to members of Aetna insurance plans. I answered questions, resolved issues, and educated members on their benefits. I was self-accountable for understanding member needs, tracking benefit maximums, and properly explaining member plans, Aetna procedures, and regulatory guidelines.

Education

Associates of Science, Finance Solano Community College, Fairfield, CA June 2025 - Present

Skills

  • Microsoft Office
  • Apple iOS/MacOS Support
  • Microsoft Windows Support
  • End User Customer Support
  • Technical Troubleshooting and Support
  • Networking
  • Smart Home Device Configuration and Troubleshooting