Alejandra Vargas
Lawrenceville,GA
Summary
Relationship banker with over 5 years of experience driving responsible growth and delivering for our clients, teammates, communities and shareholders every day. Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities. Confident in identifying solutions for helping new and existing client needs. Experience working in a financial center where goals were met or exceed (circle of excellence).
Overview
5
5
years of professional experience
Work History
Relationship Banker
Bank of America
Atlanta, Georgia
12.2023 - Current
- Built long-term relationships with customers by providing personalized service and support.
- 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.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Maintained records of all customer interactions in a secure database system.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Provided financial advice to clients based on their needs and goals.
- Processed customer requests for withdrawals or transfers from existing accounts.
Member Services Representative - Teller
Bond Community Federal Credit Union
Atlanta, GA
09.2020 - 10.2023
- Greet members and process their transactions at the teller window, including deposits, withdrawals, loan payments, cashier's checks, and other account transactions
- Prove and balance cash and check transactions at the end of the day
- Close member accounts by following accounting closing procedures
- Maintain
working knowledge of
applicable rules and regulations governing operations, as well products, services, rates, procedures and policies
Secretary
Global Imports Auto Sales
Buford, GA
09.2020 - 05.2023
- Customer Service
- Administrative assistant and title clerk
- Answering calls, emails, taking messages and handling correspondence
- Processing payments or expenses
- Prepared expense reports in accordance with company policies and procedures.
Education
ESL - English As a Second Language
Gwinnett Technical College
Lawrenceville, GA03-2020
Technical High School Diploma - Business Administration, Specializing in Marketing
U.E.P. HNO. ILDEFONSO GUTIERREZ
Venezuela 02-2015
Skills
- Team work
- Attention to detail
- Problem solving
- Creativity
- Work ethic
- Leadership
- Spanish speaker
- Relationship building
- Effective communication
- Time management
- Cash handling
- Customer Service-oriented
- Adaptability and flexibility
- Decision-making
- Organizational skills
Timeline
Relationship Banker
Bank of America
12.2023 - Current
Member Services Representative - Teller
Bond Community Federal Credit Union
09.2020 - 10.2023
Secretary
Global Imports Auto Sales
09.2020 - 05.2023
ESL - English As a Second Language
Gwinnett Technical College
Technical High School Diploma - Business Administration, Specializing in Marketing
U.E.P. HNO. ILDEFONSO GUTIERREZ
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