Diane Martinez
Northlake,IL
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Bank of America Corp
Chicago, IL
11.2022 - Current
- Researched customer inquiries regarding account balances, transactions and fees.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Identified financial needs of customers and presented appropriate product and service options.
- Complied with security procedures and protocols when opening and closing bank vault.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Modified, opened and closed customer accounts.
- Examined checks for endorsements to verify legality of documents.
- Maintained and built strong client relationships through quality, personalized interactions.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Completed day-to-day duties accurately and efficiently.
PPP Loan Tester
Bank of America Corp
Chicago, IL
01.2021 - Current
- Uploaded customers documentation for different account applications.
- Verified that documents matched the application submitted.
- Dictated if applications were approved and/or disapproved according to documentation provided.
- Navigated through bank software in order to complete samples for loan processing.
- Produced work with quick turnaround times.
Customer Service Representative
Bank of America Corp
Chicago, IL
01.2019 - Current
- Manage and ensure all day-to-day operations are in compliance with established policies and procedures.
- Trained incoming teller to process transactions accurately and efficiently.
- Assisted associates in handling more complex transactions and issues.
- Ensured banking center operations are in compliance with federal regulations.
- Identified and acknowledged the areas to improve banking center performance.
- Ensured policies and procedures compliance while processing transactions and built customers trust.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Experience strong professionalism and timely assistance with customer transactions.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Verified customers' identification to ensure compliance with laws and regulations.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Teller
Byline Bancorp Inc.
Chicago, IL
01.2015 - 03.2016
- Maintained the teller window area.
- Performed several customer transactions, including deposits, withdrawals, money orders and official bank checks.
- Provide a high level of customer service through a friendly approach, strong professionalism and timely assistance with customer transactions.
- Maintained balancing record with 100 percent rate of accuracy.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Identified transaction errors when debits and credits did not balance.
- Explained account information to customers in detail as needed.
- Verified customers' identification to ensure compliance with laws and regulations.
- Performed daily reconciliation of teller drawer within established limits.
- Prepared official checks for customer and internal bank needs.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Adhered to financial services security and audit procedures.
Customer Service Representative
PLS Financial Services
Chicago, IL
01.2012 - 12.2014
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Completed day-to-day duties accurately and efficiently.
- Issued and redeemed money orders and checks.
- Balanced currency, coin, and checks in cash drawers at end of shifts.
- Identified potential fraud cases and reported them to the supervisor.
- Processed applications for vehicle registrations, title transfers, and other related documents.
- Investigated past and current licensees to perform record checks.
- Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
- Processed renewals for vehicle registrations and titles.
- Wet and spot mopped to clean floors and other surfaces in public corridors.
Education
License -
University of Aesthetics & Cosmetology
04.2017
Diploma -
Theodore Roosevelt High School
06.2009
Skills
- Cash Handling
- Fast Learner
- Organized
- Bilingual (Spanish)
- Multitasking
- Proficient in Microsoft Office
- Attention to Detail
- Leadership
Languages
- Spanish
- English
Timeline
Relationship Banker
Bank of America Corp
11.2022 - Current
PPP Loan Tester
Bank of America Corp
01.2021 - Current
Customer Service Representative
Bank of America Corp
01.2019 - Current
Teller
Byline Bancorp Inc.
01.2015 - 03.2016
Customer Service Representative
PLS Financial Services
01.2012 - 12.2014
License -
University of Aesthetics & Cosmetology
Diploma -
Theodore Roosevelt High School
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