Kenosha, Wisconsin, United States
I’m a bilingual (Spanish/English) financial services professional and current Finance major at Carthage College with a minor in Data Science. At U.S. Bank, I serve as a Client Relationship Consultant, where I go beyond teller responsibilities by helping clients open accounts, apply for credit cards and loans, process checks and money orders, and provide notary services. With my NMLS license, I also support loan applications and connect clients to wealth management and specialized banking solutions. I bring a background in retail, banking, and community leadership where I’ve consistently demonstrated strong communication, adaptability, and customer engagement skills. Certified in Microsoft Excel and experienced with R and Tableau, I combine financial knowledge with data-driven analysis to provide value in both client service and business strategy. I’m passionate about building long-term relationships, solving problems with empathy, and helping people achieve their financial goals.
U.S. Bank – August 2025 - Present Provide clients with full-service banking support, including deposits, withdrawals, money orders, and account maintenance. Open new checking, savings, and business accounts while recommending financial products tailored to client needs. Assist clients with credit card applications, loans, and digital banking tools to enhance financial access. Licensed with NMLS and Notary Public, supporting loan applications, notarizations, and compliance requirements. Refer clients to wealth management, mortgage, and lending specialists, strengthening long-term relationships. Deliver proactive outreach and personalized service to identify needs, resolve issues, and build trust.
Sales Associate Sunglass Hut – Pleasant Prairie, WI Delivered tailored product recommendations, consistently exceeding sales targets. Educated customers on product features and digital shopping tools. Managed cash/credit transactions and daily deposits averaging $1,000.
Express Outlet – Kenosha, WI | Dec 2018 – Jan 2019 Supported sales operations during peak holiday season, delivering friendly and efficient service. Assisted customers with product selection and upselling. Maintained accuracy in cash handling and POS transactions.