Iveth A Diaz Morales
Aurora
Summary
Detail-oriented Financial Services Representative with strong customer service skills. Committed to educating clients on investment options and risk management strategies to drive informed financial decisions.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Financial Services Representative
Guevara Brokerage
Englewood
03.2026 - Current
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Assisted clients in understanding investment options and financial services.
- Educated clients on risk management strategies and financial planning tools.
- Ensured that all customer inquiries were answered promptly and completely.
- Scheduled appointments and prepared necessary documentation for client meetings.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Server
Homeslicepizza
Durango
09.2024 - 11.2024
- Delivered exceptional customer service in fast-paced dining environment, enhancing guest experience.
- Provided exceptional service to high volume of daily customers.
- Engaged with customers, addressed inquiries, and recommended specials to boost sales.
- Took orders from customers accurately and in a timely manner.
- Delivered food and beverages promptly to tables.
- Delivered food orders promptly and courteously.
- Communicated effectively with kitchen staff to ensure order accuracy.
- Handled cash transactions and processed payments efficiently.
- Responded efficiently to guest inquiries and complaints in a professional manner.
- Maintained cleanliness and organization of dining area.
- Assisted in setting up and closing down restaurant operations.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Displayed enthusiasm and knowledge about restaurant's menu and products.
- Communicated with hosts, bussers, and kitchen staff to prepare for and serve customers.
- Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
- Conducted training sessions for new servers, improving overall service quality.
- Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
Barista
Zero Degrees Bubble Tea
Aurora
02.2022 - 08.2022
- Prepared and served coffee, espresso drinks, blended coffees and teas.
- Prepared a variety of bubble tea drinks following company recipes.
- Assisted customers with menu selections and answered product questions.
- Provided friendly customer service to enhance guest experience.
- Operated cash register accurately for customer transactions.
- Collaborated with team members to ensure efficient service flow.
- Maintained cleanliness of work areas and equipment during shifts.
- Monitored inventory levels and notified management of supplies needed.
- Followed safety and hygiene standards in food preparation processes.
Education
High School Diploma -
Prairie View High School
Henderson, CO05-2024
Bachelor of Science - Criminal Justice
Metropolitan State University of Denver
Denver, CO07-2026
Skills
- Financial analysis
- Risk management
- Financial transaction processing
- Client relationship management
- Customer engagement
- Client meeting coordination
- Team collaboration
- Effective communication
- Conflict resolution
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- CPR
- CO Life Producer
Timeline
Financial Services Representative
Guevara Brokerage
03.2026 - Current
Server
Homeslicepizza
09.2024 - 11.2024
Barista
Zero Degrees Bubble Tea
02.2022 - 08.2022
High School Diploma -
Prairie View High School
Bachelor of Science - Criminal Justice
Metropolitan State University of Denver