Evelin Paz
Tucson
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
5
5
years of professional experience
Work History
Virtual Relationship Banker
Vantage West Credit Union
Tucson, AZ
03.2024 - Current
- Cultivated strong relationships with members to understand financial needs and provide tailored solutions.
- Assisted members with account inquiries, resolving issues promptly while enhancing customer satisfaction.
- Educated member about credit union products and services, driving engagement and usage rates.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Facilitated member transactions, including deposits, withdrawals and transfers.
- Selected as Digital Champion to collaborate in monthly meetings, sharing updates and gathering team feedback to support digital initiatives.
- Appointed to the Culture Team to plan and coordinate team-building events and outings, enhancing employee engagement and a positive workplace environment.
- Chosen to oversee the Spanish Hunt Group, coordinating bilingual banker coverage to provide seamless support for Spanish- speaking members.
Senior, Participant Services
Ascensus Retirement Services
Tucson, AZ
10.2021 - 02.2024
- Appointed to be a Peer Coach, guiding trainee development by creating schedules, refining training materials, and ensuring adherence to protocols and operational best practices.
- Trained Trade Specialist to assist participants in reallocating investments within their retirement plan
- Collaborated on the Expedite Team, facilitating electronic distribution of critical participant documents, including statements, 1099-R's, and acceptance letters, improving turnaround and participant satisfaction.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Education
High School Diploma -
Sunnyside High School
Tucson,AZSkills
- Relationship building and management
- Customer Service-oriented
- Computer skills
- Analytical thinking
- Team leadership
- Adaptability and flexibility
- Detail-oriented
Languages
Spanish
Native or Bilingual
Timeline
Virtual Relationship Banker
Vantage West Credit Union
03.2024 - Current
Senior, Participant Services
Ascensus Retirement Services
10.2021 - 02.2024
High School Diploma -
Sunnyside High School