Dynamic professional with extensive financial analysis and customer service expertise developed in a fast-paced banking environment. Recognized for exceptional attention to detail and a proven ability to manage complex transactions efficiently.
Overview
2
2
years of professional experience
Work History
Teaching Assistant
Zen Educate
Poway, CA
03.2026 - 06.2026
Provided individualized support to students, fostering academic growth and confidence.
Collaborated with educators to implement effective teaching strategies, improving classroom dynamics.
Assisted in curriculum development for diverse learning needs, enhancing student engagement.
Facilitated communication between teachers and parents, strengthening community involvement in education.
Banking Customer Service Representative
Gieco
Poway, CA
11.2025 - 03.2026
Guided customers through account inquiries and transactions, delivering accurate information.
Resolved customer account inquiries and issues, improving overall satisfaction.
Supported banking products, increasing customer understanding and retention.
Processed transaction requests accurately, ensuring compliance with banking regulations.
Adapted quickly to new systems and procedures, contributing to team efficiency.
Universal Banker
City National Bank
Solana Beach, CA
08.2024 - 08.2025
Facilitated customer account inquiries, transactions, and tailored product recommendations to improve satisfaction.
Evaluated loan applications and assessed credit eligibility, ensuring alignment with client financial needs.
Guided clients on digital banking services to streamline user experience and increase engagement.
Collaborated with team members to ensure compliance with regulatory standards and policies.
Conducted financial transactions accurately, maintaining attention to detail throughout processes.