Bilingual Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
6
6
years of professional experience
Work History
Universal Banker
Nicolet National Bank
06.2023 - 03.2026
Facilitated customer transactions, ensuring accurate processing of deposits, withdrawals, and loan payments.
Assisted customers with account inquiries, providing efficient resolution and personalized service.
Promoted bank products and services, enhancing customer engagement and satisfaction.
Maintained compliance with banking regulations, reducing risk through diligent documentation practices.
Supported branch operations by managing cash handling and balancing daily cash drawers effectively.
Trained new staff on operational procedures and customer service protocols to ensure consistency.
Streamlined workflows by implementing best practices for transaction processing and customer interactions.
Collaborated with team members to enhance overall branch performance and achieve service goals.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Restaurant Hostess
Friendship House Restaurant
01.2021 - 06.2023
Managed guest seating arrangements to optimize flow and enhance dining experience.
Coordinated reservations and walk-in guests, ensuring efficient table turnover.
Trained new staff on front-of-house procedures and customer service best practices.
Developed rapport with regular customers, increasing loyalty and repeat visits.
Monitored dining area cleanliness and ambiance, fostering welcoming atmosphere for patrons.
Demonstrated strong multitasking skills by handling telephone inquiries while attending to in-person guest needs seamlessly.
Handled high-pressure situations gracefully, managing multiple tasks simultaneously while maintaining a calm demeanor.
Maintained an organized waitlist for busy times, ensuring efficient seating of guests.
Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
Provided exceptional service through friendly interactions with customers, answering questions and addressing concerns.
Dialer
Acqua Finance
02.2020 - 01.2021
Managed outbound dialing campaigns to optimize lead generation and customer engagement.
Collaborated with sales team to refine calling strategies, enhancing overall conversion rates.
Analyzed call metrics to identify trends and improve dialing efficiency across campaigns.
Trained new dialer staff on system operations and best practices for effective communication.
Implemented process improvements that reduced average call handling time significantly.
Developed scripts and templates that standardized messaging and improved caller performance.
Consistently met or exceeded monthly quota objectives through strategic use of the dialer system to maximize agent productivity levels while minimizing downtime between calls.
Education
High School Diploma -
Hispanoamericano
Mexico
08-2017
Skills
Fluent in Spanish and English
Exceptional customer service
Fast learner
Strong communication skills
Team collaboration
Computer skills (Excel, Word, Outlook, SalesForce, Nicolet Banking software)