Anahi Valero Picazo
Houston
Summary
Highly dedicated professional with 3 years of banking and 5 years of customer service experience with the desire to obtain a new opportunity and rewarding position in a professional environment with opportunities for career advancement and personal growth. Responsive and committed professional with extensive experience in customer service, building relationship and administrative tasks. Excellent verbal and written communication skills in both English and Spanish. Proven ability to handle multiple tasks and responsibilities while maintaining composure and executing task given in a timely manner.
Overview
10
10
years of professional experience
Work History
Personal Banker
Bank of America
07.2022 - Current
- Providing exceptional customer service to our clients at all times while becoming fully conversant with all products, services and procedures
- Providing advice to better client's overall financial well-being
- Submit loan or line of credit applications, open new deposit accounts, wire transfers, notary services
- Profile new and existing clients
- Maintaining a relationship with my clients for new business opportunities
- Assured compliance with all bank policies and procedures
- Responsible for securing confidential bank records
- Exceptional leadership, organizational, interpersonal, analytical, and problem resolution skills
- Thrive in both independent and collaborative work environments
- Business Advocate
- Have the ability to resolve difficult clients situations effectively by ensuring the highest level of customer satisfaction
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Teller
Wells Fargo Bank
06.2018 - 07.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Visual Merchandiser
Forever 21
08.2014 - 06.2018
- Worked with store managers to implement new displays, promotions and store layout changes.
- Trained and supervised junior team members in visual merchandising techniques for consistent brand presentation across the store.
- Revamped store layout to improve customer flow and overall shopping experience, resulting in better customer satisfaction ratings.
- Monitored and replenished display inventory and restructured according to available stock.
- Assisted with special event planning and execution, incorporating creative visual elements to enhance the overall atmosphere and support promotional objectives.
Education
Associate of Arts - Business Administration
Houston Community College
01-2016
High School -
Westside High School
Houston, TX05-2014
Skills
- Business Advocate
- Customer Service
- Following Bank Regulations
- Calendar Management
- Phone Etiquette
- Call Forwarding
- Cash handling expertise
- Notary
- Relationship building
- Branch operations
Accomplishments
- Resolved product issue through consumer testing.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker
Bank of America
07.2022 - Current
Teller
Wells Fargo Bank
06.2018 - 07.2022
Visual Merchandiser
Forever 21
08.2014 - 06.2018
Associate of Arts - Business Administration
Houston Community College
High School -
Westside High School