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Financial Associate Resume

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Houston, TexaS

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Expertise

  • Five years of experience in banking and financial services industry.
  • Demonstrated knowledge of banking systems, products and procedures.
  • Consistently applies sound judgment in decision-making using established guidelines.
  • Possess strong analytical and problem solving skills.
  • Ability to work in fast-paced, team environment.
  • Handle multiple tasks efficiently.
  • Proficient in Microsoft Office, Salesforce and Lotus Notes

Experience

Confidential,Houston, Texas 2011-Present
Teller Supervisor/Bank Officer

  • Manage all functions regarding the successful operation of the teller line
  • Efficiently work through issues with customers regarding internet banking and debit cards

Teller

  • Assisted customers with short- and long-term financial decisions by cross-selling products
  • Weekly auditing and reconciliation of ATM, and daily cash reconciliation of teller drawers
  • Developed greater awareness of operational process and compliance activity

Confidential,Fort Dodge, Iowa2010
Financial Associate

  • Assisted clients with personal financial analysis and provided investment strategies
  • Networked with community leaders to help expand personal client database
  • Held educational presentations on changes within Thrivent that directly impacted customers,
  • such as Thrivent Choice, a program enabling members to direct charitable contributions

Confidential,Mt. Pleasant, Michigan 2008-2009
Teller

  • Efficiently processed 60-80 transactions daily balancing cash drawer with 98-100% accuracy
  • Recognized by management for perseverance and recommended for credit analyst position

Confidential,Midland, Michigan 2008
Customer Service Representative

  • Assisted customers with property loss claims and other inquiries within 24-hour period
  • Managed marketing material for mortgage consultant clients and referral partners

Education
Bachelor of Science in Business Administration with Emphasis in Finance

Licenses
Licensed Insurance Agent 2010
Series 7 and Series 63

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