Financial professional with a background in branch operations, high-volume transaction processing, and sales. Proven ability to identify member needs, support consumer financial goals, and maintain strict regulatory compliance. Bilingual (English/Spanish)
Overview
2027
2027
years of professional experience
Work History
Member Experience Specialist
Southland Credit Union
Santa Monica, CA
2024 - Current
- Process high-volume daily transactions including deposits, withdrawals, transfers, and loan payments with accuracy
- Manage consistent customer flow in a fast-paced branch while maintaining service quality
- Assist members with account inquiries, issue resolution, and basic product guidance
- Maintain strict compliance with banking regulations, internal controls, and security procedures
- Balance cash drawer daily and handle sensitive financial information with accountability
- Utilize systems and tracking tools (including Excel) to support transaction accuracy and reporting
- Recognized for dependability, efficiency, and ability to perform under pressure
Assistant Manager
PLS Financial Services Inc.
Arleta, CA
2023 - 2025
- Supported daily branch operations, including transaction oversight and staff coordination
- Reviewed and verified financial transactions to ensure accuracy and compliance standards
- Trained and assisted team members to improve performance and customer service
- Maintained organized records and audit-ready documentation using internal systems and Excel
- Monitored cash flow, reconciled balances, and minimized discrepancies
Sales Associate
Almansor Court Inc.
Alhambra, CA
10.2021 - 10.2023
- Coordinated event bookings for corporate, social, and government clients
- Built strong client relationships through communication and follow-up
- Created proposals, managed pricing discussions, and supported sales goals
- Contributed to customer satisfaction and repeat business
Cashier Shift Lead
Pacific Food Mart
Glendale, CA
10.2019 - 07.2021
- Supervised shift operations in a high-volume retail environment
- Handled cash transactions with accuracy and resolved customer concerns
- Supported team efficiency and daily operations
Education
High School Diploma -
Triumph Charter High School
Sylmar, CA
Skills
Proficiency in Microsoft Office and the ability to quickly learn banking software