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

Knowledgeable Financial Services Associate with over 2 years of experience helping clients choose the best investment and insurance policies. Accurate and detail-oriented with outstanding computational abilities. Talented in preparing, reviewing and analyzing financial statements.

Compiled and analyzed data to determine approaches to improve sales and performance.

  • Financial services
  • Financial accounting systems development
  • Understanding of financial planning
  • Business planning
  • Payment collection
  • Financial Advising
Cedar Hill High School Cedar Hill, TX Expected in 06/2019 High School Diploma : - GPA :
Work History
Navy Federal Credit Union - Financial Services Associate
Tampa, FL, 02/2021 - 08/2021
  • Opened and closed accounts as required.
  • Monitored loans and accounts payable and receivable to keep current.
  • Coded data for input to financial systems according to company's procedures.
  • Opened new accounts for new and existing customers and assisted customers in completing all application forms.
  • Corresponded with various other departments, discussing company plans and agreeing on future paths to be taken.
  • Developed and maintained database of records to facilitate smooth transactions for financial processes.
  • Administered account transactions and responded to customer inquiries concerning financial products.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Negotiated with finance companies for optimal financing opportunities for clients.
Department Of Agriculture - Customer Service Representative
New Meadows, ID, 08/2019 - 09/2020
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Provided primary customer support to internal and external customers.
  • Leveraged sales expertise to promote products and capitalized on upsell opportunities.
  • Assisted customers with setting appointments, special order requests, and arranging merchandise pick-up.
  • Consulted with outside parties to resolve discrepancies and create effective solutions.
  • Responded to customer requests for products, services and company information.
  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
  • Recommended products to customers, thoroughly explaining details.
  • Answered constant flow of customer calls with minimal wait times.
  • Provided information regarding charge accounts and loyalty programs.
  • Cultivated customer loyalty, promoted repeat customers and improved sales.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Developed community reputation through commitment to customer satisfaction and strong client relationships.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
Fooji, Inc. - Warehouse Associate
Lexington, KY, 06/2018 - 08/2019
  • Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
  • Wrapped pallets in shrink wrap prior to loading.
  • Assembled orders and packed items for shipment, conveying orders to shipping personnel.
  • Recorded daily incoming delivery information and obtained vendor signature on delivery tickets.
  • Cleaned and maintained warehouse in compliance with OSHA safety standards.
  • Maintained accurate inventory records to provide data for use in audits and completion of order requests
  • Entered quantity received against purchase order in computer system.
  • Offered expertise in inventory management and current stock levels to internal teams and customers to facilitate accuracy and product availability.
  • Worked safely around moving machinery.
  • Readied product pallets for optimal storage and shipment, carefully organizing boxes and balancing weight.
  • Moved products of all sizes using overhead cranes, forklifts and other equipment, consistently meeting challenging performance goals.
  • Managed product staging to efficiently transfer items between receiving, storage and shipping locations.
  • Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.
  • Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.

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  • Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
  • Prepared orders for shipment by systematically picking, packing and labeling merchandise.
  • Performed inventory control, such as counting and stocking merchandise.
  • Checked packages and merchandise for damage and notified vendors.
  • Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles
  • Maintained warehouse accessibility and safety for customer traffic by discarding empty boxes and removing obstacles from aisles.
  • Operated forklifts to transfer inventory to and from target destinations.
  • Shipped material and performed boxing, packing, labeling and preparation of related documents.
  • Acknowledged safety issues and contacted shift supervisor regarding concerns and for quick resolution.
  • Confirmed accuracy, quality and quantity of materials received and listed on BOL.

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Resume Overview

School Attended

  • Cedar Hill High School

Job Titles Held:

  • Financial Services Associate
  • Customer Service Representative
  • Warehouse Associate


  • High School Diploma

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