Carlos Vega

Customer Service Representative @Bass Underwriters

Process 45+ financial transactions (deposits, withdrawals, wire transfers, etc.) every month while ensuringcompliance with BSA/AML regulations and flagging potentially fraudulent activity.• Contribute to business growth as part of a team that has generated over $4M in new deposits and client assets sincejoining, supporting the bank’s financial performance and client acquisition goals.• Resolve account issues efficiently while ensuring client satisfaction and fostering long-term relationships.• Update customer records and compliance documentation to support internal audits and regulatory requirements.