Dania Escarcega
Summary
Dynamic banking professional with proven expertise in team leadership and customer service at Westerra Credit Union. Skilled in problem-solving and sales strategies, I successfully resolved escalated customer issues, enhancing satisfaction and loyalty. I am skilled in developing highly effective teams and managing daily branch operations with efficiency and a focus on client services. Bilingual in English and Spanish, I leverage communication skills to foster strong client relationships and drive branch growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Westerra Credit Union
06.2023 - Current
- Manage daily operations of the branch, overseeing all aspects of customer service, sales, and team management.
- Assist in leading a team of seven employees by providing guidance, training, and performance evaluations to ensure high levels of productivity and customer satisfaction.
- Collaborate with the manager to develop strategies for achieving branch goals while maintaining compliance with regulatory requirements.
- Successfully resolve escalated customer issues and complaints within established timelines, while maintaining positive relationships with members.
Universal Banker
Waypoint Bank
10.2022 - 05.2023
- Greet and assist customers with professional, knowledgeable support for diverse banking needs.
- Open and close new checking and savings accounts, including trusts, estates, certificates of deposit, money market accounts, and business accounts.
- Performed daily cash management activities, such as deposits, withdrawals, and account servicing, for individual and business customers.
- Partnered with loan and mortgage officers to provide clients with optimal financial solutions.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries, and emails.
Universal Banker
Pueblo Bank & Trust
08.2021 - 09.2022
- Handled cash and check transactions, balanced cash drawers, and branch vaults daily.
- Managed client accounts, ensuring accurate transaction processing and exceptional service delivery.
- Analyze customer information to identify opportunities for growth and expansion of services. Follow legal and regulatory requirements in all actions, as established by the bank.
Education
High School Diploma -
Belen High School
05-2015
Skills
- Team leadership
- Team management
- Customer service
- Problem solving
- Bilingual (English & Spanish)
- Sales strategies
Certification
- Notary
Timeline
Assistant Branch Manager
Westerra Credit Union
06.2023 - Current
Universal Banker
Waypoint Bank
10.2022 - 05.2023
Universal Banker
Pueblo Bank & Trust
08.2021 - 09.2022
High School Diploma -
Belen High School
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