Ana Garcia
6600 Elm Creek Dr,Austin,Texas
Summary
I've worked in customer service and have handled cash since 2015. I worked in a retail store before transitioning to working at a bank in 2016. I am fluent in both English and Spanish and have a flexible schedule. I have strong communication skills and am able to identify solutions for clients based on their needs, acting always on their best interest. Sharp-eyed, motivated, and reliable sales associate with 8 years of experience ensuring seamless customer transactions and thriving sales, and adhering to departmental policies and adapt quickly to new information and technology, I am also comfortable working in a busy environment with my peers.
I adhere to working together with my peers and impact customers lives positively, while always keeping Risk management and Compliance top of mind by following rules, regulations and the right process for every situation.
Overview
8
8
years of professional experience
Work History
Senior Banker
BANK OF AMERICA
10.2022 - Current
- Trained and mentored new hire banking staff to maximize performance, efficiency, and compliance.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial goals and identified priorities with clients and communicated solution that best fit their need with always looking out in the best interest of the client.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Balanced teller drawers and ATM cash.
- Not only did duties that applied to me but also went above and beyond to help team mates and managers with other tasks.
- Adapt to change and learn quickly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Established rapport with new clients to increase satisfaction and loyalty.
- Referred customers to other banking departments for specialized services.
- Followed up with customers to gather feedback and provide additional assistance.
Relationship Banker
BANK OF AMERICA
04.2020 - 10.2022
- Strong work ethic and an intense focus on results, acting always in the best interest of the clients and adhering to all applicable laws and regulations
- Able to collaborate effectively to get things done, building and nurturing strong relationships
- Confident in identifying solutions for new and existing clients based on their needs
- Able to learn quickly and adapt to new information and technology
- I handle a lot of client relationships every day, including helping them save, borrow, and invest for today and for their future
- Daily I see clients and hear them out on their goals and help them achieve those goals by building a trustworthy relationship.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Backed up teller team by handling needs of new and existing customers at main counter.
Customer Service Representative
BANK OF AMERICA
08.2016 - 04.2020
- Handled customer inquiries and suggestions courteously and professionally.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Delivered prompt service to prioritize customer needs.
- Educated customers about billing, payment processing and other convenient ways to do their banking needs.
- Responded proactively and positively to rapid change.
- Implemented and developed customer service training processes.
- Identified, analyzed and researched systemic issues and made recommendations for resolution.
- Greeted customers entering store and responded promptly to customer needs.
- Operated cash register for clients needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
Customer Service Manager
HOBBY LOBBY
12.2015 - 06.2016
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Assisted with pricing questions, inventory availability and changes to existing order and shipping information.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Completed transactions, exchanges and returns to support payment processing.
- Performed cash, card and check transactions to complete customer purchases.
- Operated cash register to record transactions accurately and efficiently.
- Handled cash with high accuracy and took care to check bills for fraud.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Processed refunds and exchanges in accordance with company policy.
- Kept cash wrap stocked, products faced and shelving free of misplaced items or trash.
- Set up new sales displays each week with fresh merchandise.
Education
Travis High School
Austin, TX06.2014
Skills
- English and Spanish fluent
- Financial services
- Sales
- Time management
- Risk management
- Communication skills
- Operations Understanding
- ATM Balancing
- Operational Support
- Educating Clients
- Cash Handling
- Customer Service
- Regulatory Compliance
- Coaching and Mentoring
- Client Relations
- Account Management
Timeline
Senior Banker
BANK OF AMERICA
10.2022 - Current
Relationship Banker
BANK OF AMERICA
04.2020 - 10.2022
Customer Service Representative
BANK OF AMERICA
08.2016 - 04.2020
Customer Service Manager
HOBBY LOBBY
12.2015 - 06.2016
Travis High School