Financial Customer Associate resume example with 3+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Positive and upbeat, knowledgeable about customer relations. Highly professional, team-oriented and proactive in organizing workflows and resources to meet shift demands. Excited to learn and grow as an individual and as a team member.

  • Customer-oriented
  • Cash handling ability
  • Safety awareness
  • Team Supervision
  • Staff development
  • Issue and conflict resolution
  • Team management
  • Analytical
  • Active listener
  • Team player
  • Calm under pressure
  • Inventory tracking
  • Computer skills
  • Multitasking
Education and Training
Capital Capital High School Santa Fe, NM, Expected in 05/2018 High School Diploma With A BMA : Business & Management - GPA :
  • National Honor Society Member
Western Governors University Salt Lake City, UT Expected in BBA : Accounting - GPA :
  • WGU is characterized by its flexible learning architecture and multi-dimensional delivery, which allows them to better personalize learning, adapt to changing workforce needs, and provide relevant pathways for first and next opportunity's. A BBA in Accounting consists of classes ranging from the basics(Math, History, Humanities) to Principles in Business and Principles of accounting.
St.Jessica's College Santa Fe, NM, Expected in : Liberal Arts - GPA :

Finished freshman year and headed to my Sophomore year. A St.Jessica's curriculum consists of seminar based learning. Our coursework consists of: Seminar: Reading the great books (Homer, Plato, Aristotle,etc.) Math: Euclidean Geometry, and Ptolemy’s Astronomy Language : Learning and practicing the Ancient Greek language Lab: Discussions and labs about ideas of scientific principal. Music: Learning and discussing music theory and practicing gregorian

  • 2021 District Barista Champion
  • Trained 10 baristas and 3 Shift Supervisors
  • Have worked and experienced Zafarano, Las Soleras, St. Micheals, St. Francis, DeVargas, Downtown Santa Fe, Las Vegas, Los Alamos, and Española Starbucks stores covering both barista and shift supervisor roles.
  • Have ran deployments successfully with teams of 2-18 partners (when Las Vegas first began business).
  • Partner of the Quarter (2021 Q1).
Legacy Village Of Jacksonville - Financial Customer Associate
Jacksonville, AL, 05/2022 - 11/2022
  • Processed customer transactions and provided receipts.
  • Responded to customer questions by sharing information on their employers 401k information..
  • Recorded inquiry details and action taken to assist customers or resolve problems.
  • Reviewed paperwork and entered into computer system.
  • Greeted customers, answered account questions and resolved complaints.
  • Evaluated job positions to determine classification, exempt or non-exempt status and salary.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Identified needs of customers promptly and efficiently.
Snooze - Shift Supervisor
Westminster, CO, 06/2019 - 06/2022
  • Assisted upper management with daily operations to meet standards of service and quality.
  • Resolved customer complaints and reported issues to senior management.
  • Completed opening and closing duties to facilitate business operations.
  • Collaborated with team members to improve performance and implement training updates.
  • Patrolled work areas to inspect operations, identify concerns and implement corrective actions.
  • Provided coaching and reinforced standards to foster superior performance from crew members and others throughout organization.
  • Coordinated shift-based inventory receiving, auditing and restocking.
  • Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
  • Delegated tasks to employees and monitored activities and task completion.
  • Supervised, motivated and led employees to maintain productivity and customer service levels.
  • Upheld company standards and compliance requirements for operations and cleanliness.
  • Complied with company safety procedures, policies and regulations to promote safe working environment.
  • Coordinated daily shift changes to facilitate tasks and handle special needs or requests.
Starbucks - Barista
City, STATE, 06/2019 - Current
  • Operated cash register, collected payments and provided accurate change.
  • Prepared and served coffee, espresso drinks, blended coffees and teas.
  • Greeted guests with pleasant smile and superior customer service.
  • Maintained calm demeanor during high-volume periods and special events.
  • Maintained clean and organized workspace, enabling coworkers to locate resources and product.
  • Memorized official and off-menu coffee and tea preparations.
  • Described menu items to customers and suggested products based on stated preferences.
  • Received and accurately processed customer payments.
  • Maintained highest standards of conduct and service to support company reputation.
  • Educated customers on beverage menu items and provided samples of daily brews.
  • Managed morning rush of customers daily with efficient, levelheaded customer service.
  • Merchandised display cases and promoted prepared foods.
  • Monitored cafe for seating availability, safety and wellbeing of guests.
  • Weighed, ground and packed coffee per customer orders.
  • Managed inventory by establishing and adjusting ordering parameters, accurate forecasting and monitoring waste.
  • Created complex, hand-crafted beverages based upon customer preferences.
  • Developed creative and appealing latte art techniques and instructed coworkers in method.
  • Checked temperatures of freezers, refrigerators and heating equipment.
  • Addressed and resolved customer concerns to maintain brand loyalty.
  • Performed minor maintenance and repairs on equipment and handled troubleshooting tasks to keep coffee machines operational.
  • Developed knowledge of growing practices and flavor profiles for teas.
  • Decreased food and utensil waste by waste separation and recycling.
English :
Native/ Bilingual
Negotiated :
Spanish :
Native/ Bilingual
Negotiated :

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Resume Overview

School Attended

  • Capital Capital High School
  • Western Governors University
  • St.Jessica's College

Job Titles Held:

  • Financial Customer Associate
  • Shift Supervisor
  • Barista


  • High School Diploma With A BMA
  • BBA
  • Some College (No Degree)

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