Natalie Jensen
Lorena,TX
Summary
Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive and friendly committed to reaching business goals. Organized and detail-oriented teller with cash handling and customer service experience. Proven expertise in general accounting and finance concepts. Providing well-rounded customer service, sales experience and deep knowledge of banking industry. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.
Overview
8
8
years of professional experience
Work History
Client Service Associate
STRATA Trust Company
Woodway, Texas
01.2025 - Current
- Followed up with clients regarding open items or outstanding paperwork required for completion of transactions.
- Maintained accurate records of all client transactions and communications.
- Resolved issues that arose during account transfers or other operations processes in a timely fashion.
- Assisted clients in understanding their account information, such as asset allocation and performance metrics.
- Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
Banking Specialist
Extraco Banks
Waco, TX
02.2024 - 01.2025
- Provided customer service and support to clients regarding banking products and services.
- Assisted in creating new accounts, processed deposits and withdrawals, and maintained accurate records of transactions.
- Performed risk assessments on customers to ensure compliance with anti-money laundering regulations.
- Reviewed customer account data for accuracy prior to submitting it for review by senior management or auditors.
- Maintained updated knowledge of banking regulations and laws related to consumer protection and fraud prevention.
- Researched customer inquiries regarding account balances, interest rates, fees.
- Provided guidance and assistance to junior staff members as needed.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Exceeded customer service satisfaction ratings by providing prompt answers to specific questions.
Bank Teller
Wells Fargo
Waco, TX
07.2021 - 02.2024
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Welcomed customers and offered pleasant service during entire transaction.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Trained employees on cash drawer operation.
- Built and maintained client relationships through quality, personalized interactions.
- Entered transactions into computer and issued customer receipts.
- Explained bank services, financial products and applicable fees to customers.
Customer Service Associate
Target
Waco, TX
11.2020 - 07.2021
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
- Helped customers find specific products, answered questions and offered product advice.
- Processed sales transactions to prevent long customer wait times.
- Learned roles of other departments to provide coverage and keep store operational.
- Verified customer age requirement for alcohol or tobacco purchases.
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Processed refunds for worn, damaged and broken merchandise.
- Removed expired and overripe items to provide freshest options and eliminate health risks.
- Updated pricing and sales signs to promote merchandise.
- Maintained current and accurate inventory with cycle counts and audits.
- Identified and quickly handled spill clean-up.
- Maintained neat, safe and orderly workspace to prevent accidents and injuries.
- Lifted materials of varied weights on regular basis.
- Moved and rebuilt shelves, racks and displays to increase visibility of merchandise.
- Replenished items to maintain stock availability.
Crew Leader
Rosas Cafe
Waco, TX
11.2017 - 11.2020
- Managed multiple employees in various job tasks throughout phases of project completion.
- Inspected cleanliness, organization and safety of job sites after every shift.
- Observed safety protocols and manufacturer's instructions when using heavy machinery and equipment.
- Mentored newly hired crew members to prepare each for job roles.
- Established and maintained professional working relationships with employees.
- Balanced cash drawers, operated registers and prepared cash deposits.
- Managed time off requests and unexpected no-show situations.
- Prepared and built food items according to standardized recipes and directions.
- Broke down, cleaned and sanitized work stations at end of shift.
- Properly stored food by adhering to food safety policies and procedures.
- Set up work stations, prep tables, service counters and steam tables.
- Inspected finished food products for quality and adherence to customer specifications.
- Prepared and handled hazardous chemicals used during processing.
- Greeted customers, answered questions and recommended specials to increase profits.
- Accommodated guests with children and special needs to promote comfortable dining experience.
- Developed long-term relationships with customers to increase opportunities for repeat business.
- Cleaned and restocked counter areas, replenished cash drawer and checked server supplies to facilitate operations.
- Resolved customer service and food-related issues to maintain guest satisfaction.
Education
Some College (No Degree) - Accounting And Business Management
McLennan Community College
Waco, TX12-2025
High School Diploma -
China Spring High School
China Spring, TX05.2019
Skills
- Money Handling
- Asset Management
- Regulatory Compliance
- Money Transfer Systems
- Excellent communication skills
- Exceptional customer service
- Approachable
- Strong work ethic
- Sales expertise
Timeline
Client Service Associate
STRATA Trust Company
01.2025 - Current
Banking Specialist
Extraco Banks
02.2024 - 01.2025
Bank Teller
Wells Fargo
07.2021 - 02.2024
Customer Service Associate
Target
11.2020 - 07.2021
Crew Leader
Rosas Cafe
11.2017 - 11.2020
Some College (No Degree) - Accounting And Business Management
McLennan Community College
High School Diploma -
China Spring High School