Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Anthony Montalvo

Utica,NY

Summary

Detail-oriented bank teller with expertise in client account management, financial transaction processing, and regulatory compliance. Proven ability to safeguard sensitive information while effectively managing diverse client portfolios. Dedicated professional with extensive experience in customer service and operational efficiency. Known for strong problem-solving skills and meticulous attention to confidential records management. Ready to leverage expertise in financial transactions to enhance client satisfaction and security.

Overview

9
9
years of professional experience

Work History

Bank Teller

KeyBank
Utica, USA
08.2024 - Current
  • Manages a diverse portfolio of client accounts, processing a high volume of financial transactions and performing daily account maintenance tasks with precision.
  • Serves as a primary point of contact for customer inquiries, both in-person and over the phone, providing detailed account information and resolving transactional issues.
  • Protects sensitive client assets and personally identifiable information (PII) by diligently adhering to federal regulations and internal security policies.
  • Identifies and escalates potential fraud, social engineering attempts, and suspicious activities, safeguarding both client and institutional resources.

Security Shift Supervisor & Office Assistant

Munson-Williams-Proctor Arts Institute
Utica, USA
01.2019 - 12.2023
  • Led a team of security officers, managing shift schedules and ensuring a secure and professional environment for staff and the public.
  • Managed a multi-line phone system, directing calls to appropriate departments and providing information to the public as a primary point of contact.
  • Handled confidential security logs and incident reports with a high degree of accuracy and discretion, ensuring data integrity for official records.
  • Provided key administrative support to office staff, assisting with data entry, document management, and inter-departmental communication.

Shift Supervisor

GameStop
Utica, USA
10.2016 - 10.2022
  • Managed all aspects of customer accounts, including loyalty programs, special orders, and resolving account discrepancies to ensure client satisfaction.
  • Served as the primary point of contact for complex client inquiries and escalations via phone and in-person, effectively resolving issues to ensure public satisfaction and retention.
  • Directed daily office operations, including opening/closing procedures, cash handling, daily financial reconciliations, and inventory control.
  • Trained and mentored a team of associates on operational best practices, product knowledge, and service standards to foster a customer-centric environment.

Education

B.S. - Cybersecurity

Utica University
Utica, NY
12-2026

A.S. - Criminal Justice - Forensic Investigations

Herkimer County Community College
Herkimer, NY
05.2016

Skills

  • Client account management
  • Financial transaction processing
  • Confidential records management (PII)
  • Regulatory compliance and security protocols
  • Risk assessment and fraud prevention
  • Data entry and verification
  • Client support and issue resolution
  • Team collaboration and training
  • Attention to detail
  • Money handling
  • Risk management

Websites

Timeline

Bank Teller

KeyBank
08.2024 - Current

Security Shift Supervisor & Office Assistant

Munson-Williams-Proctor Arts Institute
01.2019 - 12.2023

Shift Supervisor

GameStop
10.2016 - 10.2022

B.S. - Cybersecurity

Utica University

A.S. - Criminal Justice - Forensic Investigations

Herkimer County Community College

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