CARLA SANCHEZ
Garnerville,NY
Summary
Banking professional with extensive experience in branch operations, customer service, cash handling, relationship building, account management, sales, and team leadership. Experienced in identifying customer needs, recommending appropriate banking solutions, opening and maintaining deposit and retirement accounts, resolving service issues, and supporting operational and regulatory requirements. Strong communicator with a customer-first approach and experience mentoring teller staff and driving referral and service goals. Seeking to contribute proven banking, sales, and leadership skills as a Universal Banker.
Overview
1
1
Language
13
13
years of professional experience
Work History
Universal Banker
Apple Bank
New York, NY
12.2025 - Current
- Provide comprehensive branch support by assisting customers with account services, transactions, product inquiries, and day-to-day banking needs.
- Build and maintain customer relationships through attentive service, needs-based conversations, timely follow-up, and appropriate product referrals.
- Assist customers with checking and savings accounts, account maintenance, CDs, IRAs, and other banking services while following established procedures.
- Open and service personal and business accounts; review customer information and documentation for completeness and accuracy.
- Identify opportunities to introduce customers to relevant banking products and services and refer customers to the appropriate banking segment when needed.
- Process customer transactions and cash activity accurately while maintaining strong attention to detail, security, confidentiality, and operational controls.
- Assist customers with online banking, ATM issues, debit/bank card needs, checks, statements, and general account questions.
- Follow bank policies, privacy requirements, audit controls, security procedures, and applicable banking regulations.
- Respond professionally to customer inquiries by phone, email, and in person, resolving concerns and escalating issues when appropriate.
- Support branch sales, service, and operational goals through teamwork, relationship building, and consistent customer engagement.
Personal Banker / Assistant Manager
KeyBank
Garnerville, NY
09.2022 - Current
- Develop customer relationships through timely follow-up, sound service, needs discovery, and quality banking support.
- Identify customer needs through active listening and recommend appropriate financial products and services.
- Maintain knowledge of bank products, services, policies, procedures, and regulations.
- Identify cross-selling opportunities and educate customers on banking products, services, and financial solutions.
- Assist new and existing customers with personal accounts, ATM issues, online banking, cards, checks, and account-related concerns.
- Supervise, train, and mentor teller staff on operational procedures, transaction handling, customer service, and problem resolution.
- Monitor teller performance and coach staff to support consistent customer service and established referral goals.
- Prepare weekly teller schedules and help maintain appropriate staffing coverage.
- Handle cash transactions, count and package currency and coins, maintain cash organization, and follow audit and security requirements.
Relationship Banker
Centerville Bank
Cranston, RI
04.2020 - 09.2022
- Opened and maintained personal and business accounts, including checking, savings, CDs, and IRAs.
- Performed account maintenance and assisted customers with account questions and service needs.
- Cross-sold banking products and services by maintaining strong customer relationships and referring customers to appropriate banking segments.
- Supported cash handling, transaction processing, customer service, and accurate account documentation.
Store Manager
Check n Go
Warwick, RI
03.2018 - 03.2020
- Managed daily store operations, customer service, cash handling, collections, paperwork, and staff support.
- Tracked KPIs and monthly goals while supporting marketing and business-to-business outreach.
- Verified customer files and maintained accurate applications, paystubs, and account documentation.
- Trained workers, maintained accurate records, handled phone payments, and supported daily operational requirements.
Group Home Manager
Perspectives Corporation
North Kingstown, RI
06.2013 - 03.2018
- Provided on-site supervision and support for clients and direct support professionals.
- Managed scheduling, training, documentation, daily activities, household responsibilities, and program requirements.
- Monitored safety issues and responded appropriately to emergency situations.
- Ensured required documentation and daily tasks were completed accurately and on schedule.
Education
High School Diploma - undefined
Central High School
Providence, RI06.2008
Skills
- Customer Relationship Management & Client Service
- Business & Personal Account Opening
- Cross-Selling, Referrals & Needs-Based Sales
- Teller Supervision, Coaching & Staff Training
- Customer Issue Resolution & Follow-Up
- Financial Statements & Customer Documentation
- Checking, Savings, CD & IRA Account Maintenance
- Cash Handling, Transaction Processing & Balancing
- Branch Operations, Audit & Security Procedures
- Online Banking, ATM & Debit/Bank Card Support
- Bank Products, Policies, Procedures & Regulations
- Sales Goals, KPI Tracking & Relationship Building
- Microsoft Office & banking systems
- Account documentation
- Cash handling
- Customer records
- Phone and email communication
- Sales and referral support
- Spanish/English bilingual
Languages
Spanish
Native or Bilingual
Timeline
Universal Banker
Apple Bank
12.2025 - Current
Personal Banker / Assistant Manager
KeyBank
09.2022 - Current
Relationship Banker
Centerville Bank
04.2020 - 09.2022
Store Manager
Check n Go
03.2018 - 03.2020
Group Home Manager
Perspectives Corporation
06.2013 - 03.2018
High School Diploma - undefined
Central High School