OBJECTIVE

• Seeking a challenging and rewarding position in retail banking that utilizes great customer service, strategic thinking and leadership abilities that enable me to consistently exceed and further my achievements in the banking field.

PROFESSIONAL EXPERIENCE

Confidential, Palo Alto, CA

Customer Service Rep

Responsibilities:

• Duties included opening and closing branch, check and pay overdrafts, process general ledgers, look over reports and reconciliations, making sure branch is in balance each morning. Analyzing clients accounts for fraudulent or unwanted activities.
• Open and close accounts send and approve wires, supervise the teller line, train new tellers, provide approval for the tellers, process customer’s transactions in a speedy and accuracy manner while providing great customer service, cross sale new products.
• Pre audit branch and logs each month, settle, process and audit ATM, process night drop, detail teller’s cash drawers, vault and negotiables each month, settle and balance branch each night.
• Served as a team leader in operations, mentoring and coaching the teller line in achieving their goals and providing great customer service and handling more complex services and transactions.
• Process all transactions, including but not limited to, deposit, withdrawals, payments and inquiries, placing stop payments, flagging accounts, tracking and reporting fraudulent activities on ATM and over the counter deposits.
• Develop mange and retained personal and business accounts with analytical and organizational skills.

Confidential

Retail Sale Associate

Responsibilities:

• Opening and closing store, order and receive merchandise
• In putting invoices on they computer, verifying merchandises coming and going
• Rearranging the store window display, holidays displays
• Assist customers with all of their needs, including gift - wrapping
• Answer phones, balance drawer, train new employees
• Making sure the store is running smoothly while providing the best customer service possible

Confidential, Palo Alto, CA

Customer Service Rep

Responsibilities:

• Duties included opening and closing branch, check and pay overdrafts, process general ledgers, look over reports and reconciliations, making sure branch is in balance each morning. Analyzing clients accounts for fraudulent or unwanted activities.
• Open and close accounts send and approve wires, supervise the teller line, train new tellers, provide approval for the tellers, process customer’s transactions in a speedy and accuracy manner while providing great customer service, cross sale new products.
• Pre audit branch and logs each month, settle, process and audit ATM, process night drop, detail teller’s cash drawers, vault and negotiables each month, settle and balance branch each night.
• Served as a team leader in operations, mentoring and coaching the teller line in achieving their goals and providing great customer service and handling more complex services and transactions.
• Process all transactions, including but not limited to, deposit, withdrawals, payments and inquiries, placing stop payments, flagging accounts, tracking and reporting fraudulent activities on ATM and over the counter deposits.
• Develop mange and retained personal and business accounts with analytical and organizational skills.
• Helping clients with loans payments, researching and inquiring on payoff balance, ensuring clients advance payment are correctly processes, track history payments, and follow up on loan package to ensure clients have received funds in timely manner.

Confidential

Lead Teller

Responsibilities:

• Open and close branch, send and approve wire, process all transaction, including but not limited to, deposits, withdrawals, payments and inquiries, adhering to policy and procedures of banking.
• Serve as a team leader and a mentor for new hire, teller training, teller supervision and handling ore complex and transactions,
• Detail teller’s drawers, audit and detail negotiables, pull and process ATM and night drop.
• Serve as a merchant teller, process customer’s transactions, cross sale new products while providing great customer service.
• Manage the teller line; acquire sales referrals by informing customers of products and/or services that will help enhance their monetary growth.
• Process applications for the purchase of savings, redeem all mature bonds, sale of traveler’s checks and cashier’s checks in accordance with established polices.
• Process loan payments, research payoff balance, history payments, ensuring advanced payment are correctly processed.
• Balance vault and branch each night while making sure all work was send out.

Confidential, Palo Alto, CA

Personal Banker

Responsibilities:

• Duties included opening and closing branch, check and pay overdraft each morning, pulling and settling ATM, process all transactions, including, but not limited to, deposit, withdrawals, payments and inquires, adhering to policy and procedures of banking, ensure branch is balanced each day and night.
• Developed, managed, and retained personal and business accounts with analytical and organization skills.
• Proactively source, acquire, and expand customer relations by maximizing sales opportunities and ensuring customer retention.
• Acquire sale referrals by informing customers of products and services that’s will help enhance their monetary growth.
• Proactively make outbound sales call to inform customers a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship.
• Manage, build premier and excellent household customer portfolio by profiling customers to determine their needs, than cross-selling appropriated products and services and/or referring customers to partners.

Confidential, Redwood City, CA

Senior Teller

Responsibilities:

• Duties included processing all customer transactions, including, but not limited to, deposits, withdrawals payments and inquiries, adhering to policy and procedures of banking.
• Acquire sales referrals by informing customers of products and/or services that will help enhance their monetary growth.
• Served as a merchant teller, shipping cash and handling of more complex services and transactions.
• Process applications for purchase of saving bonds, the sale of cashier’s check and travelers checks in accordance with established policies.
• Responsible for leading and mentoring my team and coaching them to provide the best customer service possible.