Azalea Perez
Oceanside,CA
Summary
Reliable and upbeat team member successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing and cleaning. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic. Excellent reputation for resolving problems and improving customer satisfaction.
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts and coordinating records.
Overview
6
6
years of professional experience
Work History
Associate Banker
CHASE
Vista , CA
10.2021 - Current
- Answered telephone inquiries on checking and savings accounts.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Calculated fees due, interest and change for customer transactions.
- Balanced teller drawers and ATM cash.
- Closed and updated accounts for customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
- Educated customers on use of banking website and mobile apps.
- Stocked supplies for customers and personal teller station.
- Identified issues, analyzed information and provided solutions to problems.
- Handled various accounting transactions.
Teller
My Point Credit Union
Carlsbad , CA
02.2021 - 09.2021
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Stocked supplies for customers and personal teller station.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Received loan and utility payments, sending funds to correct destinations.
- Calculated fees due, interest and change for customer transactions.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Processed customer transactions promptly, minimizing wait times.
- Managed portfolio of accounts and monitored for issues in need of attention.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Drove sales by following up with leads and new customers through outbound calls.
- Looked over check cashing reports, over drafted accounts and closed accounts daily.
Retail Sales Associate
Victoria's Secret
Lubbock , TX
02.2020 - 10.2020
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
- Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction.
- Worked closely with General Manager to solve problems and handle customer concerns.
- Assisted customers with prompt and polite support in-person and via telephone.
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Increased sales by offering advice on purchases and promoting additional products.
- Maintained clean personal appearance, modeled store's outfits when working clothing department settings and wore uniforms per company policy.
- Trained new associates on cash register operations including opening, conducting customer transactions and balancing drawer.
- Answered questions about store policies and concerns to support positive customer experiences..
Server
On The Border
Lubbock , TX
07.2019 - 01.2020
- Created orders, documented special requests and followed up with kitchen personnel to foster top-quality service and minimize complaints.
- Worked with POS system to place orders, manage bills and handle complimentary items for dissatisfied customers.
- Collected credit card, cash and gift certificate payments and dispensed change for cash transactions.
- Kept register accurate through correct billing, payment processing and cash management practices.
Cashier Team Lead
United Supermarkets
Amarillo , TX
03.2016 - 05.2019
- Trained, mentored and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Quickly and accurately counted drawers at start and end of each shift.
- Performed store opening, closing and shift change actions, including completing accurate shift change logs, to keep operations efficient and current.
- Analyzed purchases for signs of fraud.
- Helped management develop employee improvement plans to motivate team members to higher levels of performance, skill and efficiency.
- Educated employees on all job tasks, including register use, merchandising and customer service.
Education
High School Diploma -
Tascosa High School
Amarillo, TX11.2017
Skills
- Sales
- Accurate Money Handling
- Point of Sale Systems
- Basic math
- Product Knowledge
- Product and Service Sales
- Currency Counting Machines
- Regulatory Compliance
- Dual Control Vaults
- Employee Training Assistance
- Teller Support
- Bill Payment Receipt
- Customer Service
- Currency Exchange
- Check Cashing and Withdrawals
- Audit Procedures
- Loan Payment Processing
- Account Closing Process
- Pleasant and Personable
- Team Leadership
- Time Management
Timeline
Associate Banker
CHASE
10.2021 - Current
Teller
My Point Credit Union
02.2021 - 09.2021
Retail Sales Associate
Victoria's Secret
02.2020 - 10.2020
Server
On The Border
07.2019 - 01.2020
Cashier Team Lead
United Supermarkets
03.2016 - 05.2019
High School Diploma -
Tascosa High School
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