Aby Merino
Tucson,AZ
Summary
Dynamic Relationship Banker with proven sales performance at Vantage West Credit Union, excelling in customer service and operational efficiency. Bilingual in Spanish and English, I leverage strong communication skills to identify financial needs and deliver tailored solutions, consistently achieving top metrics in new accounts and loans while ensuring compliance and attention to detail.
Overview
7
7
years of professional experience
Work History
Relationship Banker I
Vantage West Credit Union
05.2023 - Current
- Identified members financial needs, goals and objectives for both consumer and business accounts
- Created meaningful relationships and rapport with members, issuing referrals with successful solutions
- Audit and balance cash drawer , TCD (Teller Cash Dispenser) , TCR (Teller Cash Recycler)
- Open and close fiduciary accounts, CDs, following credit union's procedures while completing checklists
- Deliver exceptional service to both members and team associates, in alignment with the credit union’s mission and values.
- Complete operational tasks such as CFM audit to reinforce the credit union's compliance guidelines
- Sales top performer for 3 consecutive quarters in metrics such as new accounts, credit cards and loans
Bank Teller
Wells Fargo Bank
05.2021 - 05.2023
- Manage standard transactions including deposits, verifying cash, loan payments, night deposits
- Ensured customer satisfaction by providing & referring product depending on customer needs
- Balance cash drawer, ATMs, vault
- Handling $90K+ per day
- Prioritize strict opening and closing procedures
- Assist training new hires to facilitate accurate and productive management
- Strict safe deposit box operations and guidelines
- Foreign currency
BBB FASHION
02.2019 - 06.2021
- Company Overview: Retail/Merchandise
- Executed merchandising and floor moves based on seasonal changes, business needs, and trends.
- Stocked and rotated products regularly
- Organized store by returning all merchandise to its proper place and keeping floors clean.
- Involved physical work - moving, lifting, carrying and placing merchandise and supplies
- Controlled proper inventory of stock and ordering of product
- Packaging , loading and unloading
- Stocking experience
- Retail/Merchandise
Education
High School Diploma -
Pima Rose Academy
Tucson, AZSkills
- Bilingual (Spanish/English)
- Adaptability & Flexibility
- Strong communication skills
- Great customer service skills
- Ability to work in a rotating shift and dynamic environment
- Operational efficiency
- Knowledge of proper cash handling procedures
- Attention to detail
- Compliance auditing
- Financial product knowledge
- Sales performance
Timeline
Relationship Banker I
Vantage West Credit Union
05.2023 - Current
Bank Teller
Wells Fargo Bank
05.2021 - 05.2023
BBB FASHION
02.2019 - 06.2021
High School Diploma -
Pima Rose Academy