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Seth Chavez

Financial Relationship Consultant

Professional Profile

Personable and dependable. Blends academic training in business administration with hands-on experience in financial services and management to offer employers a track record of delivering on tasks accurately and efficiently.

Seeking to advance career with the PwC Team.

Work Experience

Aug. 2018Present

Financial Relationship Consultant

Regions Bank

Analyzes client's financial needs and help them achieve goals through sound financial advice.

  • Communicate with business partners and internal bank support to deliver the best solutions and service to the bank's clients.
  • Educate clients on the convenience of digital technology and how to use to make everyday banking easier in order to increase retention and satisfaction.
  • Assist customers during loan and account application, prepare credit and financial information to streamline the loan process, and close loans according to federal regulations and procedures.
Nov. 2017Aug. 2018

Universal Banker

U.S. Bank

Flexible, working both teller line and platform. Assists customers with their every day banking, borrowing, and technology needs.

  • Contributed to attaining branch sales goals by engaging in customer conversation, conducting outbound calls, and working generated lead lists.
  • Improved customer service by remaining flexible, providing outstanding customer service, and working both platform and teller line as needed.
  • Knowledgeable of lending and banking policies and able to explain financial terminology in simple terms customers can easily understand.

 

Jan. 2013Dec. 2018

Motor Transport Operator/Squad Leader

U.S. Army 310th Transportation Company

Directly responsible for Squad operations and welfare. Reports and assists Platoon Leaders with carrying out missions and tasks. 

  • Oversaw assigned soldiers, recorded and organized counselings and personal files.
  • Conducted convoy operations such as route planning, risk management, and issue convoy safety briefs.
  • Maintained and diagnosed mechanical deficiencies on all vehicles and equipment before operation.