Summary
Overview
Work History
Education
Skills
Timeline
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Citlali Arzola

Universal Banker
Houston,TX

Summary

Goal-driven banking professional well-versed in managing diverse customer needs paired with in-depth knowledge of bank products and services. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development. Well-versed in solving routine and complex financial problems. Good communication, fast learner, multitasking and expertise in building relationships.

Overview

4
4
years of professional experience
4
4
years of post-secondary education
2
2
Languages

Work History

Universal Banker

PNC Bank
Houston, TX
10.2022 - 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.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
  • Cross-trained to support management with assisting where help was needed in their teller or banker platforms

Customer Service Associate/Teller Associate

Comerica Bank
Houston, Texas
03.2022 - 10.2022


  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.

Mobile Sales Associate

Best Buy
Houston, TX
08.2020 - 06.2021
  • Kept customers and other employees up-to-date on latest devices and technology.
  • Answered customer questions about products and services, helped locate merchandise and promoted key items.
  • Operated product tools, equipment and point of sale terminals.
  • Increased monthly sales by recommending seasonal promotions, buy one get one sales, rebates and limited time offers.
  • Built customer loyalty and retention by delivering excellent shopping experiences.

Cashier

HEB Grocery Store
Houston, TX
09.2018 - 07.2020
  • Helped customers complete purchases and locate items.
  • Answered questions about store policies and addressed customer concerns.
  • Tallied cash drawer at beginning and end of each work shift.
  • Provided friendly service and assistance to clients promote customer loyalty, satisfaction and sales.

Education

Associate of Science - Business Administration

Lone Star College System
Spring, TX
08.2022 - Current

High School Diploma -

Heights High School
Houston, TX
08.2016 - 06.2020

Skills

Consumer banking

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Timeline

Universal Banker

PNC Bank
10.2022 - Current

Associate of Science - Business Administration

Lone Star College System
08.2022 - Current

Customer Service Associate/Teller Associate

Comerica Bank
03.2022 - 10.2022

Mobile Sales Associate

Best Buy
08.2020 - 06.2021

Cashier

HEB Grocery Store
09.2018 - 07.2020

High School Diploma -

Heights High School
08.2016 - 06.2020

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Citlali ArzolaUniversal Banker