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To obtain a challenging and rewarding career; utilizing abilities and skills in a positive organization that encourages growth, development, and offers advancement opportunities.

Work experience

Mar 2007Present

Sales Assistant/Teller

  • Operational and sales support for multiple Financial Advisors.
  • Process brokerage transactions, open accounts, account transfers, submit request for money movements, and deposit checks and stock certificates.
  • Maintain annuity and 529 accounts to ensure that they are in accordance with regulatory rules.
  • Effectively train entry level sales assistants, and support team members, with a strong focus on delivering outstanding customer service.
  • Follow up with operations and sales paperwork on a daily basis.
  • Type letters, forms, and reports from rough draft in order to mail out correspondence; and also assist with marketing campaigns.
  • Assisted with phone rotation for the receptionist in her absence and during lunch breaks.
  • Provided teller transaction quality and efficiency.
  • Educated customers and Financial Advisors about sales & service delivery options.
  • ATM custodian, back-up vault and consignment item custodian.
  • Partnered with and provided administrative assistance to the Financial Center Manager and Licensed Financial Specialist.
  • Screened and routed incoming calls.
  • Obtained new business for financial center through customer referral, and networking.
  • Mentored new employees.
Aug 1997Jan 2003

Data Entry Clerk II

  • Separated and routed imaged applications to various queues for input, and  data entry.
  • Produced hourly reports to determine the work flow and progress of applications.
  • Receptionist relief during lunch hour.
Jun 1996Jul 1997

Data Entry Clerk

  • Timely & accurately entered in batches of applications for the approval of workers compensation.
  • Provided customer service and researched reports.


Sep 1991Jan 1993

Waco High School


Karol Burns

Monica Payne

Tom Pickett