Daisy Valles
Aurora,Co
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
CRC
US Bank National Association
01.2021 - Current
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Opened, closed, and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Processed customer applications and approved loans in accordance with bank policy.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Verified customer identity and reviewed documentation for accuracy.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Teller Supervisor
US Bank National Association
02.2019 - 01.2021
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted cash drawers and made bank deposits.
- Promoted bank's products and services by consistently cross-selling to customers.
- Trained new hires on customer service policies and procedures.
Teller
US Bank National Association
09.2017 - 01.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Server
IHOP
01.2016 - 09.2017
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Server
Real De Minas Mexican Restaurant
05.2015 - 09.2017
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
- Bussed and reset tables to keep dining room and work areas clean.
Education
High School Diploma -
Lester Arnold High School
6500 E 72nd Ave Commerce City Co 8002205.2016
Skills
- Finance and Accounting
- Banking Operations Knowledge
- Financial Services
- Revenue Growth
- Phone Inquiries
- Cash Handling
- Customer Satisfaction
- Serve Customer Needs
- Open New Accounts
- Small Business Relations
- Cash Vault Auditing
- Loan Application Advisement
Certification
- CNP - Certified Notary Public
Languages
Spanish
Native or Bilingual
Timeline
CRC
US Bank National Association
01.2021 - Current
Teller Supervisor
US Bank National Association
02.2019 - 01.2021
Teller
US Bank National Association
09.2017 - 01.2019
Server
IHOP
01.2016 - 09.2017
Server
Real De Minas Mexican Restaurant
05.2015 - 09.2017
High School Diploma -
Lester Arnold High School
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