Isaac Meraz
Gilcrest
Summary
Dynamic with a proven track record add excelling in relationship building and sales expertise. Enhance customer satisfaction through tailored financial solutions and proactive service. Resulting in patron retention. Skilled and fraud prevention and branch operations. Consistently delivering exceptional results in a fast-paced environment.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Front Office Manager
Mr Dentless LLC
Greeley, CO
06.2025 - Current
- Schedule any and all single day service jobs such as window tinting, detailings, paint corrections, door ding repairs, and paint touch up appointments
- Coordinate with my technicians to ensure vehicles are not backed up, supplies are in stock/ordered, and address any issues that may be found by my technicians with the client
- Gather all required insurance information from my clients for hail repair and minor collision repair services
- Call and schedule meetings with local insurance adjusters to review damage virtually and in person to finalize supplements.
- Keep clients informed every step of the way to ensure their vehicle gets back to them in a reasonable amount of time
- Obtain Client reviews/testimony
Financial Center Representative
Independent Bank
Longmont, CO
10.2023 - 06.2025
- Delivered comprehensive financial advice, strengthen and client relations, and fostering a sense of loyalty
- Trained new employees with regards to both sales expertise and general system knowledge
- Monitored accuracy of customer information in our systems
- Balance, Cash drawers and vault accounts on a daily basis with zero discrepancies
- Enhanced customer retention with proactive follow ups and timely resolution of account issues
- Insured that referrals were sent to the correct partners, and that they were indeed, following up with our clients
- Filled out dozens of legal documents for financial products and services weekly
Client Relationship Consultant III
U.S. Bank National Association
Longmont, CO
03.2020 - 10.2023
- Utilize strong, interpersonal and communication skills during client interactions, resulting in increased trust and fostering, long lasting relationships
- Assisted clients with opening and closing accounts, completing loan applications, and helping clients apply for new services
- Maintained compliance with the bank policies and regulations
- Contributed to a positive work environment fostering teamwork
Librarian
Town of Platteville - Platteville, CO
Platteville, CO
04.2018 - 03.2020
- Organized library catalog and supplies
- Supported digital library collection, such as e-books and audiobooks
- Manage the acquisition process for new materials ensuring the library content stated modern and relevant
- Assisted library patrons with computer related issues
- Coordinated with local schools to set up programs for the community
- Enhanced the libraries’ online presence
- Trained and supervised library staff and volunteers
Education
Chemistry, Trigonometry, American History
University of Northern Colorado
Greeley, CO05.2022
High School Diploma - undefined
Valley High School
Gilcrest, CO05.2022
Skills
- Branch Operations
- Communication skills
- Lead generation
- Counting cash
- Windows
- Preventing cash discrepancies
- KYC
- Providing guidance on banking products
- Balancing cash drawers
- Cash reconciliation
- Negotiation
- Customer service/satisfaction
- Bilingual
- Typing
- Customer support
- Savings accounts
- Loan payments
- Customer relationship management
- Cash flow monitoring
- Certificate of Deposit (CD) accounts
- Management
- Financial statement preparation
- Bank Secrecy Act
- Promoting bank products
- Processing cash transactions
- Currency exchange handling
- Customer complaint resolution
- Cross-selling
- Accounting
- Front desk
- Technologically Literate with Excel, Teams, and outlook
- Microsoft Word
- Office management
- Work ethic
- Microsoft Excel
- Bank card ordering
- Problem-solving
- Customer inquiry handling
- Deposits
- Cash loss identification
- Administrative experience
- Check cashing
- Organizational skills
- Bank transfers
- Check ordering
- Checking accounts
- Daily transaction recording
- Promoting bank services
- Money market accounts
- Spanish
- Customer service
- Closing bank accounts
- Multitasking
- Credit card accounts
- Microsoft Office
- Time management
- Relationship building
- Customer identification program (CIP)
- Computer skills
- Editing
- Accounting systems
- Teamwork
- Loan accounts
- Sales
- Accurate transaction records management
- Upselling
- Balancing end-of-day transactions
- Detecting counterfeit currency
- Opening bank accounts
- Regulation CC
- Money orders
- Business accounts
- Withdrawals
- Anti-money laundering
- Assisting with digital banking services
Certification
- Nationwide Mortgage Licensing System
- Allows me to issue Mortgages and Loan services from Financial Institutions
- Certified Notary Public
- June 2022 to November 2026
- Allows me to certify signatures and oaths
- Driver's License
Languages
Spanish
Bilingual
English
Additional Information
Authorized to work in the US for any employer
Timeline
Front Office Manager
Mr Dentless LLC
06.2025 - Current
Financial Center Representative
Independent Bank
10.2023 - 06.2025
Client Relationship Consultant III
U.S. Bank National Association
03.2020 - 10.2023
Librarian
Town of Platteville - Platteville, CO
04.2018 - 03.2020
High School Diploma - undefined
Valley High School
Chemistry, Trigonometry, American History
University of Northern Colorado