Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alejandra Montezuma

Union City,NJ

Summary

Dynamic banking professional with a proven track record at Valley Bank, excelling in relationship building and customer satisfaction. Skilled in branch operations and cash handling, I effectively boosted product sales through strategic cross-selling. Committed to enhancing client experiences while maintaining compliance and operational excellence.

Overview

19
19
years of professional experience

Work History

Personal Banker

Valley Bank
Ridgefield
02.2020 - Current
  • Assisted clients with account inquiries and transactions, ensuring excellent service quality.
  • Supported daily branch operations through effective cash handling and reconciliation processes.
  • Collaborated with team members to resolve customer issues promptly and efficiently.
  • Learned banking software to facilitate customer account management and transaction processing.
  • Educated clients on bank products and services to enhance overall customer experience.
  • 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.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Explained account terms and conditions to customers.

Teller

Oritani Bank
Union City, NJ
04.2015 - 02.2020
  • Processed customer transactions accurately and efficiently, enhancing overall service quality.
  • Managed cash drawer, ensuring compliance with bank policies and procedures.
  • Assisted customers with account inquiries, fostering strong relationships and trust.
  • Trained new tellers on operational procedures and customer service standards.

Cashier

Juan Grocery Store
Union City, NJ
01.2007 - 12.2008
  • Processed customer transactions efficiently using point-of-sale (POS) systems.
  • Assisted customers with inquiries, providing exceptional service and support.
  • Managed cash register operations, ensuring accurate cash handling and reconciliation.
  • Trained new staff on operational procedures and customer service standards.

Education

North Bergen High School
North Bergen

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction

Timeline

Personal Banker

Valley Bank
02.2020 - Current

Teller

Oritani Bank
04.2015 - 02.2020

Cashier

Juan Grocery Store
01.2007 - 12.2008

North Bergen High School
Alejandra Montezuma