Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Edgar G Leal

Roma

Summary

Detail-oriented professional with strong customer service skills, adept in cash handling and account management. Committed to delivering exceptional service while ensuring compliance and accuracy in financial transactions.

Overview

2
2
years of professional experience

Work History

New Accounts Representative

Citizens State Bank
Roma
04.2010 - 07.2011

As a new accounts rep. at CSB, my responsibilities included a range of tasks performed at maximum professionalism as expected. While my main duties were to open and maintain all new and existing accounts, others included exceptional customer service, Teller line assistance, monetary instrument monitoring and maintenance, and other cash handling activities all while following procedures and BSA standards. Also, my position as new accounts representative allowed me to gain experience in other areas while cross-trained such as safety box vault, and bookkeeping. I was also granted the opportunity to attend a higher education institute while employed.

  • Assisted customers with opening new accounts and verifying documentation.
  • Explained account features and benefits to potential clients clearly.
  • Processed customer information using banking software efficiently.

Universal Teller

International Bank of Commerce
Rio Grande City
12.2009 - 04.2010

Handled cash deposits and withdrawals at teller line, providing accurate and timely service to customers.

  • Processed customer transactions at International Bank of Commerce with attention to detail and adherence to banking protocols.
  • Assisted clients with account inquiries and transaction details, fostering positive customer relationships.
  • Managed cash drawer, ensuring accurate balance throughout each shift.

Education

Associate of Arts - Crminal Justice

South Texas College
Rio Grande City, TX
05-2011

High School Diploma -

Roma High School
Roma, Tx
05-2005

BBA - BBA - Finance

University of Texas - Pan American
Edinburg, TX

Skills

  • Account management
  • Sales forecasting
  • Customer service
  • Financial transactions
  • Cash handling
  • Compliance adherence
  • Relationship building

Languages

Spanish
Native/ Bilingual

Timeline

New Accounts Representative

Citizens State Bank
04.2010 - 07.2011

Universal Teller

International Bank of Commerce
12.2009 - 04.2010

Associate of Arts - Crminal Justice

South Texas College

High School Diploma -

Roma High School

BBA - BBA - Finance

University of Texas - Pan American
Edgar G Leal