Alejandra Diaz
El Paso,TX
Summary
- A dedicated and highly organized individual with extensive experience managing a household and providing primary childcare, communication, and problem-solving skills having recently taken a career break to focus on family needs. Previously a dynamic personal banker excelling in relationship building and cross-selling financial products. Known for enhancing customer satisfaction through tailored solutions and transaction processing. Adept at maintaining compliance and fostering teamwork, contributing to a positive branch environment.
Overview
6
6
years of professional experience
Work History
Personal Banker
Teachers Federal Credit Union
04.2016 - 03.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Processed deposits, withdrawals and ACH transfers accurately.
Teller
First Convenience Bank
09.2014 - 04.2016
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Education
El Dorado High School
El Paso, TX05.2013
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Positive attitude
- Cash handling
- Attention to detail
- Banking policies and procedures
- Banking
- Account maintenance
- Cross-selling products
- Transaction processing
- Teller support
- Professional appearance
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Teachers Federal Credit Union
04.2016 - 03.2020
Teller
First Convenience Bank
09.2014 - 04.2016
El Dorado High School
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