Ana Vega
Hallandale Beach,FL
Summary
To secure a position that allows me to fully utilize my education, my core math skills, and my passion for customer service in a position that offers new challenges and a focus on multitasking.
Overview
11
11
years of professional experience
Work History
Citibank
Illinois/Florida
10.2017 - Current
- Salesforce use daily to open accounts, credit card applications, sending thank you emails, adding reminders, appointments, future prospects and referrals
- Greeted and interface with clients to facilitate daily banking transactions, provided exceptional customer service by providing banking services and addressing account and service concerns
- Provide personal financial counseling, assist with lending services, and build relationships with existing clients to sustain high satisfaction ratings and retention
- Coach team members to develop sales opportunities and refer clients to designated business partners to meet branch and individual customer service and sales goals
- Scheduled appointments with clients for various administrative and financial inquiries, options, and actions such as personal loans, mortgage loans, home equity lines of credit as well as advice clients on their enrollment and eligibility
- Processed and managed client accounts, open, close, and performed accounts maintenance and all teller transitions
- Assisted and advised clients on using online and mobile banking systems
- Daily organized routine making sure all forms are review before scanning over to VBS
- Partners with the sales team to obtain complete and accurate documentation based on the prior and other regulatory requirements
- Join branch manager on quarterly engagement calls
- While receiving feedback of overall consistency/effectiveness branch processes
- Effective communication with clients and team members using common telecommunications equipment
Teller
Byline Bank
Chicago, IL
04.2014 - 07.2016
- Cash ordering, balancing vault/ ATM, and ordering ATM cards
- Knowledgeable with processing teller transactions
- Superior breadth of experience in banking and cash management
- Excellent grasp of teller services procedures and policies
- Strong organizational and interpersonal skills
- High written and oral communication skills
Education
General Studies
Miami Dade College
Miami, FLSkills
- Organized and highly motivated individual
- Accurate data entry skills, strong communication skills, creative thinker
- Cash handling accurately processes customer cash, check, transfer, and statement transactions, with a balanced or reconciled drawer
- Customer service Greet and guide customers in a friendly and professional manner
- Bilingual Spanish (Read/Write)
Languages
Spanish
Native or Bilingual
Timeline
Citibank
10.2017 - Current
Teller
Byline Bank
04.2014 - 07.2016
General Studies
Miami Dade College