Branch Banker - Teller - Relationship Banker I - CSR
Open To Work
BELGICA ADAMS
PNC Bank - Pine Market
Montgomery,TX
Work Preference
Job Search Status:
Open to workDesired Job Title
TellerPersonal BankerCustomer Service RepresentativeCashierReceptionist AdministratorWork Type
Full TimeSeasonal WorkLocation Preference
On-SiteHybridLocation:
Montgomery, TX, USOpen to relocation:
NoImportant To Me
Career advancementWork-life balanceCompany Culture401k matchPaid sick leavePaid time offHealthcare benefitsSummary
Branch Banker building client relationships through needs-based conversations, outbound calling, appointment setting, and lobby engagement. Drives product adoption by matching customers with deposit accounts, banking solutions, and internal referrals while maintaining compliance and risk controls. Supports account opening, servicing, and digital banking adoption using Banno Online Banking and other core banking systems.
2
Languages
2
Certifications
8
Years of experience
Work History
Branch Banker
9 Months- Develop client relationships through needs-based financial conversations and tailored banking solutions.
- Drive proactive sales activity through outbound calling, appointment setting, teller referrals, and lobby engagement.
- Complete 10+ outbound calls per week on system-generated leads and convert qualifying interest into scheduled appointments.
- Maintain 100% CXI (Customer Experience Indicator) expectations during the evaluation period while resolving customer needs effectively.
- Identify opportunities to expand client relationships and connect customers with appropriate products, services, and internal partners.
- Support account opening, servicing, and digital banking adoption using Banno Online Banking and other core banking systems.
- Strengthen compliance, risk controls, and fraud prevention while following bank policies and operational procedures.
Personal Banker
11 Months- Support 100% account servicing accuracy across deposits, withdrawals, loan payments, and cashier's checks.
- Process 20-30 customer transactions daily while balancing accuracy, service, and branch cash controls.
- Open and service consumer deposit accounts, matching product recommendations to customer needs through relationship banking and needs-based sales.
- Apply federal banking regulations, privacy requirements, fraud prevention, and account-hold procedures to protect customer and bank interests.
- Resolve customer questions and concerns with clear communication, balancing service quality, compliance, and loss exposure.
- Maintain accurate cash controls, balance the teller drawer daily, and support branch operations with dependable handling of day-to-day tasks.
- Use Microsoft Office Suite and digital banking tools to support account servicing, customer follow-up, and efficient branch workflows.
Relationship Banker I
2 Years 2 Months- Handle 25-30 client interactions daily while resolving branch questions and guiding customers to the right banking solutions.
- Open and service 15-25 accounts monthly while maintaining accurate documentation and compliance with BSA and CIP requirements.
- Recommended branch, digital, and partner solutions through consultative, needs-based conversations.
- Built trusted client relationships through active listening, personalized recommendations, and consistent follow-up.
- Facilitated consumer loan requests and referred clients to small business, mortgage, and financial advisory partners.
- Processed teller transactions accurately while supporting risk management and loss-prevention standards.
- Researched customer issues and used banking systems to support fast, accurate resolution.
Bank Teller
1 Year 2 Months- Processed 600-720 teller transactions per month across deposits, withdrawals, check cashing, and money orders.
- Balanced 98% of cash drawers daily while supporting vault, night depository, and opening/closing procedures.
- Handled withdrawals, credit card advances, account-maintenance requests, and account opening & servicing with accurate branch support.
- Educated clients on digital banking solutions and financial-service options during outbound outreach and branch conversations.
- Identified customer needs and referred clients to appropriate internal business partners to support relationship banking and client loyalty.
- Supported fraud detection and loss-mitigation activities while handling branch transactions in line with regulatory and compliance expectations.
- Processed cash handling, digital banking education, and referral conversations through core banking systems and Microsoft Office Suite.
Customer Service Representative / Teller
2 Years 2 Months- Resolved 100% of account issues on first contact by coordinating timely follow-up and policy-compliant service.
- Handled 50-60 customer inquiries per day across branch and contact-center channels while maintaining accurate banking support.
- Processed deposits, withdrawals, and account maintenance requests with accuracy across branch transactions.
- Provided online-banking troubleshooting, debit-card support, and lost or stolen card assistance using digital banking tools.
- Initiated Reg E claims and supported fraud-related inquiries while following bank controls and escalation procedures.
- Maintained compliance with banking policies and controls while handling secure customer inquiries and sensitive account information.
- Built customer trust through clear communication, relationship banking, and needs-based support in English and Spanish.
Education
Bachelor's Degree - Communications
GPA: 3.7 / 4.0
Skills
Relationship banking & Client Loyalty
Needs-based sales
Client acquisition & retention
Account opening & servicing
Digital banking & Leveraging Technology
Microsoft Office Suite (Word
Excel
outlook)
Customer Experience (CX) & Problem Solving
Bilingual English and Spanish
Regulatory & compliance (BSA
OFAC
AML)
Fraud Prevention & Risk Assessment
Reg E claims
Cash drawer balancing
Branch operations
Core Banking Systems
Cash handling proficiency
Teller support
Loan processing
Financial product sales
Banking software navigation
Budgeting assistance
Foreign exchange transactions
Cash handling and management
Claims processing
Transaction monitoring
Bank services
Transactions
Customer relationship management
Account monitoring
Banking product sales
Loan origination
Sales tactics
Banking document preparation
Account updates
Cash balancing
BSA compliance
Credit assessment
Willing to learn
Teamwork
Teamwork and collaboration
Customer service
Problem-solving
Time management
Multitasking
Problem-solving abilities
Certification
American Red Cross Pediatric First CPR/AID/AED
TECHNOLOGY & ADDITIONAL QUALIFICATIONS
Languages: English and Spanish
Native or Bilingual
Bilingual: English / Spanish
Native or Bilingual
Personal Information
As a Personal Banker at PNC, I drive revenue growth by building strong customer relationships, identifying financial needs, and positioning the right products to expand each client’s share of wallet. I support a high‑performing branch by delivering exceptional service, exceeding sales goals, and creating meaningful conversations that lead to deeper, long‑term relationships.
With 5+ years of experience across Teller, Relationship Banker, and Personal Banker roles, I’ve developed a proven ability to consult with clients, uncover opportunities, and match them with solutions that strengthen their financial wellbeing. I actively promote digital tools, complete accurate transaction approvals, and make strategic introductions to banking partners to maximize sales outcomes.
Fluent in Spanish and skilled in relationship‑building, I excel at engaging customers, converting service interactions into sales, and making sound decisions under pressure. My focus is always on driving results, elevating the customer experience, and contributing to a branch culture centered on growth, loyalty, and performance.Title: RELATIONSHIP BANKER | PERSONAL BANKER | RETAIL BANKING PROFESSIONAL
ADDITIONAL EXPERIENCE
Home Depot - Cashier (2021) | QuickChek - Team Member (2018) | Taqueria El Paisa - Business Manager (2015-2017) | Club Premier Aero México - Customer Service Representative (2014-2015) | Cultural Care - Au Pair (2013-2014)
Timeline
Branch Banker
PNC Bank - Pine Market
12.2025 - Current
Personal Banker
Eagle Bank & Trust
11.2024 - 10.2025
Relationship Banker I
Simmons Bank
06.2022 - 08.2024
Bank Teller
Hancock Whitney Bank
02.2021 - 04.2022
Customer Service Representative / Teller
OceanFirst Bank
09.2018 - 11.2020
Universidad Autónoma Metropolitana
Bachelor's Degree from Communications