Antoinette Parraz
Midland,TX
Summary
Dynamic financial services professional with a proven track record at My Community Credit Union, excelling in customer relationship management and regulatory compliance. Recognized for enhancing client engagement and achieving sales goals, while effectively training staff to foster a culture of excellence. Adept at cash management and resolving complex inquiries to boost customer satisfaction.
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Financial Services Representative
My Community Credit Union
06.2024 - Current
- Assisted members with account inquiries and transaction processing, ensuring high levels of customer satisfaction.
- Educated clients on financial products, enhancing their understanding and engagement with services offered.
- Developed and maintained strong relationships with community members, fostering trust and loyalty to the credit union.
- Processed loan applications efficiently, ensuring compliance with regulatory standards and internal policies.
- Resolved member issues promptly, utilizing problem-solving skills to enhance client experiences and retention rates.
- Trained new staff on credit union systems and best practices, contributing to a knowledgeable workforce committed to service excellence.
Lead Bank Teller
My Community Credit Union
11.2023 - 06.2024
- Supervised daily operations of teller line, ensuring efficient service delivery and compliance with policies.
- Trained and mentored new tellers, enhancing team performance and customer engagement strategies.
- Implemented streamlined cash handling procedures, reducing discrepancies and improving accuracy in transactions.
- Conducted audits on cash drawers and transaction records to ensure adherence to regulatory standards.
- Assisted in developing training materials for staff, fostering a culture of continuous improvement and learning.
- Coordinated team schedules to optimize coverage during peak hours, improving service efficiency.
- Maintained cash drawer accuracy, effectively balancing daily deposits and withdrawals.
Financial Representative
Truist Bank
04.2020 - 11.2023
- Supervised daily teller operations, ensuring compliance with banking regulations and procedures.
- Monitored cash flow and maintained accurate records to ensure financial integrity.
- Counted cash drawers and made bank deposits.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Examined tellers' reports of daily transactions for accuracy.
- Boosted overall branch performance by developing strong relationships with customers and providing personalized service.
- Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
CSR, Sales
Montgomery Insurance Agency
04.2013 - 06.2018
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Assisted clients in selecting appropriate insurance products tailored to their needs.
- Processed policy renewals and amendments promptly, ensuring compliance with company standards.
- Mentored junior staff on effective sales techniques and customer engagement strategies.
- Conducted training sessions for new hires on operational procedures and software systems used in sales.
- Built strong relationships with clients, leading to repeat business and referrals.
- Educated customers on product features, benefits, pricing options, warranties, promotions, financing structures available during purchase decision-making process.
- Exceeded monthly quotas consistently by effectively managing time and prioritizing tasks aligned with organizational objectives.
Senior Lead Teller
Wells Fargo
10.2009 - 04.2013
- Resolved complex customer inquiries, fostering strong relationships and loyalty.
- Analyzed cash flow trends, optimizing inventory management for teller operations.
- Conducted audits and reconciliations to ensure accuracy in financial transactions and reporting.
- Improved team performance by providing constructive feedback, coaching, and mentoring junior tellers.
- Leveraged industry knowledge to stay current on emerging trends in banking technology, adjusting related processes accordingly.
- Promoted positive workplace culture through active participation in team-building activities designed to boost morale among employees.
Education
High School Diploma -
Carlsbad High School
Carlsbad, NMCosmetology License -
Eddy County Beauty School
Carlsbad, NMSkills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Regulatory compliance
- Customer relationship building
- Sales goals
- Life insurance
- Loan applications
- Certificates of deposit
- Relationship management
- Account performance reviews
Timeline
Financial Services Representative
My Community Credit Union
06.2024 - Current
Lead Bank Teller
My Community Credit Union
11.2023 - 06.2024
Financial Representative
Truist Bank
04.2020 - 11.2023
CSR, Sales
Montgomery Insurance Agency
04.2013 - 06.2018
Senior Lead Teller
Wells Fargo
10.2009 - 04.2013
High School Diploma -
Carlsbad High School
Cosmetology License -
Eddy County Beauty School