Amanda Lugo
Lytle,TX
Summary
Dynamic professional with a proven track record at Lytle State Bank, enhancing customer satisfaction. Skilled in banking regulations and operations, with a knack for problem-solving and teamwork. Demonstrated ability to improve processes and mentor teams, contributing to efficient and compliant banking services.
Overview
7
7
years of professional experience
Work History
New Accounts Representative
Lytle State Bank
Lytle
04.2022 - Current
- Managed a high volume of daily transactions accurately, ensuring deadlines were met without sacrificing attention to detail or quality of work.
- Trained new employees in account management procedures and best practices, enhancing team efficiency.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Maintained accurate records of all new account transactions, ensuring compliance with bank policies and regulations.
- Opened CD’s, Checking/Savings accounts, Now Accounts, Money market accounts, business accounts, IRA’s, and Safe Deposit Boxes.
- Manage and update the banks website as needed.
- Complete end of month balancing reports to be reported to the board of directors.
- Review OFAC list.
- Maintain and balance ATM.
Customer Service Representative
Lytle State Bank
Lytle
04.2022 - Current
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
- Cross-trained and provided backup support for organizational leadership.
- Balanced organizations accounts daily.
- Submitted proof of tellers transactions.
- Provide transfers for customers over the phone as well and completing incoming and outgoing wires.
- Assisted customers with online banking and mobile deposit.
- Processed return items.
Head Teller
Lytle State Bank
Lytle
04.2022 - Current
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Oversaw currency shipments and deposits while adhering to strict safety guidelines.
- Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
- Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction.
- Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
- Coordinated workflow among tellers, assigning tasks and monitoring performance for optimal efficiency during peak hours.
- Served as a trusted resource for colleagues on complex transactions or challenging customer situations.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Counted, verified and handled bank deposits and armored car transactions.
Coding Technician
University Hospital - University Health System
San Antonio, TX
08.2017 - 04.2022
- Apply CPT and ICD 10 codes to accurately code patient's charts
- Assist Providers for any Coding/Documentation questions they may have
- Audit providers to ensure they accurately document patient's chart.
Education
CPC - Medical Insurance Coding
Southern Careers Institute
San Antonio, TX10.2017
Skills
- Banking regulations knowledge
- Banking operations knowledge
- Data entry proficiency
- Financial knowledge
- Proficiency with Microsoft products
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent Communication
- Organizational Skills
- Adaptability and Flexibility
Custom
Curtis Cardenas
IT Officer
Phone: (210) 542-0602
Email: curtis_1@sbcglobal.net
Chelsie Vollmer
Data Entry
Phone: (210) 326-2242
Email: chels.vollmer@gmail.com
Alyssa Rodriguez
Loan Officer
Phone: (830) 444-6307
Email: alyssazapata234@gmail.com
Timeline
New Accounts Representative
Lytle State Bank
04.2022 - Current
Customer Service Representative
Lytle State Bank
04.2022 - Current
Head Teller
Lytle State Bank
04.2022 - Current
Coding Technician
University Hospital - University Health System
08.2017 - 04.2022
CPC - Medical Insurance Coding
Southern Careers Institute