Michelle Santos
Alexandria,VA
Summary
Dynamic and trustworthy banking professional with a proven track record in customer-focused environments, specializing in relationship management, financial advising, and risk assessment. Extensive knowledge of banking products and services, coupled with exceptional mathematical aptitude and commitment to punctuality. Recognized for driving results through effective communication, problem-solving skills, and adaptability, ensuring seamless client interactions and satisfaction. Collaborative team player dedicated to delivering impactful results while fostering strong client relationships and meeting evolving needs.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Burke and Herbert Bank
McLean, VA
09.2024 - Current
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Educated clients about various banking products available at the institution.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Built long-term relationships with customers by providing personalized service and support.
Head Teller
Burke & Herbert Bank
03.2023 - 09.2024
- I balanced the cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining the security of cash drawers.
- Maintains customer confidence and protects bank operations by keeping information confidential.
- Prepares the ATM weekly settlement sheet.
- Translates for colleagues and customers.
- Contributes to team effort by accomplishing related results, as needed.
- Assisted in training new tellers on operational procedures, policies, and regulations.
Cashier/Team Lead
Sarai Navarrete
01.2021 - 02.2023
- Communicated with customers and team members to solve problems.
- Worked extra shifts during busy periods and covered for call-in employees to maintain service levels.
- Quickly and accurately counted drawers at start and end of each shift.
- Processed both cash and card purchases and returns.
Education
High School Diploma -
TC Williams High School
3330 King St, Alexandria, VA 2230206.2019
No Degree - Teacher Education, Multiple Levels
Northern Virginia Community College
Alexandria, VASkills
- Cash handling
- Training and development
- Customer Service-oriented
- Multi-tasking
- Resourcefulness
- Relationship building
- Effective communication
- Relationship building and management
- Sales expertise
- Community relations
Languages
Spanish
Professional
English
Professional
Skills
- Bilingual Spanish and English
Timeline
Relationship Banker
Burke and Herbert Bank
09.2024 - Current
Head Teller
Burke & Herbert Bank
03.2023 - 09.2024
Cashier/Team Lead
Sarai Navarrete
01.2021 - 02.2023
No Degree - Teacher Education, Multiple Levels
Northern Virginia Community College
High School Diploma -
TC Williams High School