Xavier Mathew M.

Operations Associate

Dallas, Texas, United States5 yrs 8 mos experience
Highly Stable

Contact

LinkedIn

About

As a Personal Banker/Teller, I bring a passion for helping individuals and families achieve their financial goals with trust, transparency, and a personalized approach. With a strong foundation in banking services, I specialize in guiding clients through everyday financial decisions-from opening checking and savings accounts to securing personal loans and credit options. What I Do: Build lasting relationships with clients by understanding their unique needs Recommend tailored banking products and services to support financial well-being Assist with account management, deposits, withdrawals, and problem resolution Maintain deep knowledge of Wells Fargo offerings and the financial landscape Deliver service with integrity, empathy, and a focus on long-term trust

Experience

5 yrs 8 mos
Total Experience
1 yr 9 mos
Average Tenure
5 mos
Current Experience

Wells fargo

Teller

Dec 2025 – Present · 5 mos · Carrollton, Texas, United States · On-site

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Receive direction from managers and exercises judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet customers financial needs.

First citizens bank

Sales Service Representative(Universal Banker)

Jul 2025 – Dec 2025 · 5 mos · Preston Hollow Dallas, TX · On-site

  • Engaging customers in conversation to understand their banking needs and preferences.
  • Processing transactions accurately and efficiently.
  • Providing assistance with account servicing needs.
  • Facilitating customer awareness and education of bank services, including digital banking capabilities.
  • Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs.

First convenience bank

3 roles

Branch Supervisor

Oct 2023 – Aug 2025 · 1 yr 10 mos · Red Oak, Texas, United States

  • As a Branch Supervisor at First Convenience Bank, I managed daily branch operations while delivering exceptional customer service and ensuring compliance with regulatory standards.
  • I led and mentored a team of bank associates, overseeing transactions, resolving customer concerns, and promoting bank products to achieve financial goals. My role required maintaining operational efficiency by managing schedules, cash handling, and audits, as well as fostering strong customer relationships by addressing inquiries and tailoring financial solutions. I successfully ensured adherence to banking policies, security measures, and compliance regulations while contributing to the branch's sales growth through effective product promotion and cross-selling strategies. This position allowed me to strengthen my leadership, problem-solving, and interpersonal skills while supporting the overall success of the branch.

Senior Personal Banker

Promoted

Jan 2023 – Oct 2023 · 9 mos · Red Oak, Texas, United States

  • Experienced in financial services as a Senior Personal Banker Level II, I specialize in fostering enduring client relationships, delivering tailored financial advice, and leading teams to excel in customer service. My focus lies in understanding clients' financial goals to provide personalized strategies, guiding teams towards operational efficiency, and ensuring rigorous compliance with industry regulations. I excel in managing complex accounts, driving revenue growth through strategic initiatives, and staying updated on market trends to deliver informed financial counsel. Committed to elevating client service standards, fostering business growth, and upholding stringent compliance within the banking sector.

Personal Banker

Aug 2022 – Jan 2023 · 5 mos · Red Oak, Texas, United States

  • Achievements and Responsibilities:
  • Assisted clients with various banking needs, including account management, deposits, withdrawals, and loan applications, consistently surpassing sales targets.
  • Conducted financial consultations to understand clients' needs and recommended appropriate banking products and services, resulting in increased revenue for the bank.
  • Collaborated with colleagues to ensure efficient branch operations, including cash handling, account reconciliation, and compliance with banking regulations.

Fiesta mart, inc.

Cashier

Aug 2020 – Jul 2022 · 1 yr 11 mos · Dallas, Texas, United States

  • ● Provided excellent customer service.
  • ● Operate cash registers quickly and accurately and to ensure that there is
  • enough cash in the drawer.
  • ● Answering customers' questions and resolving customer complaints.
  • ● Maintaining a safe and clean work environment.
  • ● Responsible for answering phone calls and connecting parties.
  • ● Used Mathematical skills to handle money responsibly and honestly.

Education

Franklin D Roosevelt High School

High School Diploma

Aug 2016 – May 2020

Xavier Mathew M. - Operations Associate | Stackforce