Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brianna Garza

Blaine

Summary

Dynamic client relationship consultant with a proven track record at US BANK, excelling in financial assessment and regulatory compliance. Adept at fostering trust and loyalty through effective communication and problem-solving. Recognized for enhancing customer understanding and driving sales, while leveraging strong organizational skills to streamline processes.

Overview

3
3
years of professional experience

Work History

Client relationship consultant

US BANK
Ferndale
01.2024 - Current
  • Cultivated trust through personalized consultations for deposit and loan products.

Assessed financial needs for individuals and businesses within the community.

Served as primary financial guide, enhancing client understanding of services.

  • Managed proactive relationships to drive sales and increase customer loyalty.
  • Ensured compliance by obtaining NMLS registration and undergoing background checks.
  • Identified opportunities for advancement through professional development initiatives.

Personal Assistant

Keller Williams
Victoria
03.2023 - 08.2024
  • Worked for a real estate agent, managed paperwork, created content, booked meetings, customer service.
  • Clerical duties, faxing paperwork, using MS platforms.

Beauty Department associate

Target
09.2023 - 03.2023
  • Researched extensively on new beauty products to sample to clients.
  • Strong customer service skills to lead customers to the best products they were looking for.
  • Helping team leaders organize the floor, organize products, and input product information.

Volunteer

Laredo Public Library
Laredo
  • Helped organize weekly events, participated in the kid’s club to read to the students, organized shelfs in alphabetical order, front desk duties, and customer service skills.
  • Preparing organizing and storing paper information to digital.
  • Dealing with different inquiries by phone.

Volunteer

Sister Cities Festival
  • Worked four summers volunteering as an interpreter for the international booth sellers.
  • Helped with translation, selling, organizing, customer service.

Education

BA - English

Texas A&M International University

Skills

  • Client relationship management
  • Financial analysis
  • Regulatory compliance
  • Document organization
  • Market research
  • Customer service
  • Spanish proficiency
  • Financial assessment
  • Problem solving
  • Effective communication
  • Attention to detail
  • Team collaboration

Timeline

Client relationship consultant

US BANK
01.2024 - Current

Beauty Department associate

Target
09.2023 - 03.2023

Personal Assistant

Keller Williams
03.2023 - 08.2024

Volunteer

Laredo Public Library

Volunteer

Sister Cities Festival

BA - English

Texas A&M International University
Brianna Garza