Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bethany Gonzalez

Selma,CA

Summary

Banking professional with 12 years of experience in financial services and client management. Proven ability to enhance customer experiences and streamline banking operations. Focused on collaborative team efforts and adaptive to dynamic work environments. Strong skills in account management and customer service.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Customer Service Associate Lead II

California Bank & Trust
01.2022 - Current
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.

Lead Operations Specialist

Chase Bank
07.2015 - Current
  • Managed team activities, operational processes, and adhesion to procedures
  • Created environment of teamwork, collaboration, and open communication by empowering employees with relevant training
  • Resolved escalated customer issues and complaints using positive attitude, excellent judgment, and focused solutions
  • Met monthly, quarterly, semi-annual, and annual branch operation activity deadlines

Teller

Chase Bank
10.2012 - 06.2015
  • Received checks and cash for deposits, verifying amounts and checking accuracy of deposit slips
  • Balanced currency, coins, and checks in cash drawer at end of shift
  • Delivered exceptional service with friendly approach to retain and acquire customers
  • Informed and educated customers to conduct simple transactions through self-service technologies

Sales Associate

The Home Depot
09.2011 - 08.2013
  • Assisted customers with sales and service needs
  • Resolved customer concerns using strong communication and conflict management skills
  • Assisted with receiving, pricing and merchandising
  • Created great customer experiences with personalized sales support

Education

Bachelor of Science - Criminology

California State University Fresno
Fresno, CA
06.2017

High School Diploma -

Selma High School
Selma, CA
06.2009

Skills

  • California Notary Public

Certification

California Notary Public, 07/22/25

Timeline

Customer Service Associate Lead II

California Bank & Trust
01.2022 - Current

Lead Operations Specialist

Chase Bank
07.2015 - Current

Teller

Chase Bank
10.2012 - 06.2015

Sales Associate

The Home Depot
09.2011 - 08.2013

High School Diploma -

Selma High School

Bachelor of Science - Criminology

California State University Fresno
Bethany Gonzalez