Summary
Overview
Work History
Education
Skills
Timeline
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Carla Lara-Gonzalez

Keller,TX

Summary

Banking Center Operations Specialist with extensive experience in customer satisfaction and complex issue resolution. Skilled in analytical problem-solving, compliance with banking regulations, and fraud detection. Brings a strong work ethic, attention to detail, and proficiency in time management, seeking to advance within the banking industry.


Overview

6
6
years of professional experience

Work History

Banking Center Operations Specialist

Texas Regional Bank
09.2020 - Current
  • Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
  • Utilized advanced analytical skills in order to resolve complex operational issues effectively.
  • Implemented necessary changes in response to shifting business needs, maintaining a proactive approach to problem-solving.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Boosted overall customer satisfaction, resolving complaints and inquiries in timely and empathetic manner.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
  • Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
  • Maintained compliance with banking regulations while processing new accounts and updating existing records.
  • Responded to customer inquiries regarding new accounts and account services.
  • Verified customer identity and reviewed documentation for accuracy.

Bank Teller

UW Credit Union
07.2018 - 08.2020
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Processed customer transactions promptly, minimizing wait times.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Provided customer records, account statements and copies of checks.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Trained new hires on customer service policies and procedures.

Education

High School Diploma -

Green Bay East High School
Green Bay, WI
06-2016

Skills

  • Attention to Detail
  • Reliable and Responsible
  • Honest and Dependable
  • Strong sense of banking ethics
  • Spanish speaking
  • Fraud Detection
  • Strong Work Ethic
  • Time management proficiency

Timeline

Banking Center Operations Specialist

Texas Regional Bank
09.2020 - Current

Bank Teller

UW Credit Union
07.2018 - 08.2020

High School Diploma -

Green Bay East High School

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Carla Lara-Gonzalez