Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Bianca Morales

San Antonio,TX

Summary

Experienced and dependable business banker specialist with a proven track record in member satisfaction and proactive problem-solving. Skilled in analyzing legal documents for compliance and mentoring peers/ training new hires to enhance team performance. Recognized for mastering technology platforms swiftly, ensuring accuracy in a fast-paced environment while managing regulatory deadlines effectively. Quick to learn new systems, adaptable to fast-paced environments, and committed to maintaining the highest levels of integrity, confidentiality, and professionalism. I am a strong asset to the team with a work ethic focused on service, accountability, and continuous improvement.

Overview

6
6
years of professional experience

Work History

RMA Specialist III

RBFCU - Credit Union
12.2021 - Current
  • Recognized for Customer Satisfaction Rates through Proactive Problem-Solving and Efficient Complaint Resolution while working in a fast paced environment
  • Collaborated with Cross-Functional Teams to Achieve Project Goals on Time
  • Trained new hires and mentored peers that later advanced to a leadership or specialist role
  • Quickly adapt to new technology platforms and loan origination systems, recognized for mastering internal tools with minimal training and providing system support to peers
  • Acquainted with Verafin, LexisNexis, DNA, FIS(Efunds), Avaya, DSI Avaya Marquee, DocuSign, Calabrio, Obweb scanner, Outlook/ Teams, Secretary of State, and County websites
  • Established, Closed, and maintained a variety of commercial & specialized accounts such as LLC's, Sole Proprietorship, Partnerships, Corporations, Non- Profit organizations, Clubs, Trusts, Rep Payee Accts, and IOLTA ensuring proper documentation and compliance.

Member Service Specialist

Generations Federal Credit Union
08.2020 - 12.2021
  • Qualify members and assist with opening, updating, and closing consumer and business accounts
  • Engage with members to identify cross-selling opportunities that meet member needs
  • Cash Handling & Drawer balancing
  • Processing deposits, withdraws, & transfers
  • Strong member service skills & fast-paced
  • Security compliance procedures (Reg D, Reg CC, BSA/AML)
  • Attention to detail & accuracy
  • Member service & relationship building

Business Center Representative

H-E-B
03.2019 - 08.2020
  • Assisted with cashing checks & lottery
  • Processed utility payments
  • Multitasking in High-Traffic areas
  • Assisted with Western Union transactions (sending and receiving money domestically
  • Fraud detection awareness
  • Balance cash drawers and prepared daily with 100% accuracy
  • Issued out vehicle registration renewal, Via passes, sells permit, and handled Bissell rentals

Education

Business Administration

St Phillip’s College
1801 MLK Dr San Antonio, Tx 78203

Healy Murphy
611 Chestnut St San Antonio, TX 78202

Skills

  • Attention to Regulatory Deadlines & Pipeline Management per Compliance Awareness to Maintain Accuracy
  • Employee Trainer & Peer Mentorship knowledge with Cross-Selling Financial Products and Services offered within the company enhancing Team Performance and Consistency
  • Independent Workflow & Initiative driven with the Ability to Achieve Sales & Meet Goals
  • Fast Learner with Strong Adaptability with Time Management & Prioritization in a High-Volume Multitasking
  • Analyze/Verify all Legal and Financial Documents to Ensure Compliance

Languages

English
Full Professional

Timeline

RMA Specialist III

RBFCU - Credit Union
12.2021 - Current

Member Service Specialist

Generations Federal Credit Union
08.2020 - 12.2021

Business Center Representative

H-E-B
03.2019 - 08.2020

Business Administration

St Phillip’s College

Healy Murphy

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