Summary
Overview
Work History
Education
Skills
Timeline
Generic

Catherine Madrigal

Fort Worth,TX

Summary

Experienced banking professional with a strong foundation in organization, communication, and client relationship management. Years in the financial industry have developed transferable skills that extend beyond banking, including meticulous planning, attention to detail, and the ability to coordinate multiple priorities efficiently. Bringing a high level of professionalism, reliability, and attention to detail to the Room Assistant Role at The Woman's Club of Fort Worth. A clear communicator and attentive listener who values collaboration and takes pride in creating welcoming, well-prepared environments. Seeking a part-time position to continue learning, developing skills, and building meaningful professional relationships.

Overview

8
8
years of professional experience

Work History

Personal Banker

Community National Bank & Trust of Texas
04.2024 - Current
  • Answer customer questions and explain available services such as deposit accounts, savings accounts, and certificate of deposit accounts.
  • Open and maintain deposit accounts including savings, checking, certificates of deposits, and specialty accounts.
  • Promote financial products by maintaining excellent service offering knowledge.
  • Balance cash drawers and vault accounts on daily basis with zero discrepancies.
  • Manage deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Monitor customer accounts to detect irregularities or suspicious activity.
  • Cross-sell bank products and services to meet customer needs and provide options.
  • Develop and maintain relationships with customers, lenders and other third parties.
  • Process customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Network to increase client base and encourage existing clients to expand financial portfolios.


Teller

Pinnacle Bank
07.2021 - 04.2024
  • Greet customers and handle paper and cash transactions
    including but not limited to deposits, withdrawals, cashing checks, accepting loan payments, and sale of negotiable instruments.
  • Assist in granting customers access to safe deposit boxes when necessary.
  • Process mail and night drop transactions.
  • Maintain files as required including signature cards, night deposit log and mail log.
  • Balance teller drawer and vault at the end of each shift.
  • Perform other related duties as assigned by supervisor.

Member Champion

TDECU
02.2018 - 07.2021
  • Perform lobby engagement activities to connect with members and position products to meet their needs.
  • Troubleshoot and resolve member and internal inquiries in a
    timely, friendly and accurate manner to multiple complex issues.
  • Open and maintain deposit accounts including savings, checking, certificates of deposits, and specialty accounts.
  • Complete loan and new account applications, loan interviewing and funding consumer loan packages with attention to detail to ensure they are error free.
  • Achieve personal sales goals by cross-selling platform products such as checking/savings accounts, credit cards, personal loans, auto loans, auto refinances, certificate of deposits, money markets and making partner referrals to insurance, investments and mortgage groups.
  • Perform teller transactions including but not limited to deposits, withdrawals, cashing checks, accepting loan payments, and sale of negotiable instruments.
  • Balance teller/vault at the end of each shift and print necessary business day reports.

Education

High School Diploma -

R. L. Paschal High School
Fort Worth, TX

Skills

  • Spanish fluency
  • Customer service skills
  • Detail oriented
  • Organizational skills
  • Adaptability
  • Active listening
  • Problem Solving skills

Timeline

Personal Banker

Community National Bank & Trust of Texas
04.2024 - Current

Teller

Pinnacle Bank
07.2021 - 04.2024

Member Champion

TDECU
02.2018 - 07.2021

High School Diploma -

R. L. Paschal High School
Catherine Madrigal