ANA ARAIZA
Tolleson,AZ
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
Work History
PERSONAL BANKER I
BOK Financial
Phoenix, ARIZONA
03.2024 - Current
- Researched customer inquiries and reported findings in a timely manner.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Promoted additional bank services through personal contact with customers.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Conducted daily audits to verify amounts of cash on hand against records.
- Maintained accurate teller drawer using high attention to detail while handling customer bank transactions.
- Complied with vault procedures and controls and cross-trained other staff members in vault processes to verify consistent services.
- Verified cash orders from banks, armored carriers, and Federal Reserve Banks.
- Adhered to regulatory and company security and audit procedures.
Personal Phone Banker
Wells Fargo
PHOENIX , ARIZONA
04.2018 - 04.2020
- Navigated multiple computer systems and applications and utilized search tools to find customer information.
- Addressed customer complaints promptly and professionally to ensure satisfaction.
- Executed wire transfers of funds in compliance with banking best practices.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Documented all call details according to standard operating procedures.
- Maintained and built strong client relationships through quality, personalized interactions.
- Boosted customer satisfaction with knowledgeable answers and fast service for diverse needs.
Education
UNIVERSIDAD AUTONOMA DE SINALOA
SINALOA MEXICO06-2005
Skills
- Customer service
- Data entry
- Audit procedures
- Team collaboration
- Cash handling
- File maintenance
- Excellent communication
- Multi-tasking
- Open new accounts
- Record keeping
- Active listening
- Organizational skills
- Inbound call answering
- Empathy and patience
Languages
Spanish
Professional
Timeline
PERSONAL BANKER I
BOK Financial
03.2024 - Current
Personal Phone Banker
Wells Fargo
04.2018 - 04.2020
UNIVERSIDAD AUTONOMA DE SINALOA