Beatriz Cortes

Associate Banker

JPMorgan Chase

Saint Cloud

08.2006 - Current

Balanced teller drawers and ATM cash.
Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Utilized up-to-date information to make effective decisions governing bank operations.
Set risk management policies to mitigate bank losses.
Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
Provided advice on different bank products and financial options.
Checked accounts for fraud and provided law enforcement with relevant details.
Educated customers on use of banking website and mobile apps.
Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
Removed mutilated currency from circulation.
Sold and cross-sold bank products to new and existing customers.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Assisted customers with compromised debit cards and issued new credentials.
Logged cashier's checks and other transactions to maintain accurate account records.
Audited fellow teller currency to contribute to dual-control procedures.
Provided customer records, account statements and copies of checks.
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Counted and packaged currency and coins.
Turned in excess cash to maintain drawer security.
Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
Identified sales opportunities and referred customers to branch partners in financial services.
Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Processed customer transactions promptly, minimizing wait times.
Delivered excellent customer service, resulting in consistent 85% customer satisfaction rating.