Elizabeth Herrera
Mission Viejo,CA
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate Banker
BMO Financial Group
Mission Viejo, CA
09.2023 - Current
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
Bank Teller
Bank of the West
Mission Viejo, CA
09.2021 - 09.2023
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
BRANCH RELATIONSHIP BANKER
California Bank and Trust
92653, CA
02.2021 - 09.2021
- Made introductions to partners to help meet customer's broader financial needs.
- Grew book of business through proactive outreach.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
SHIPPING ASSOCIATE
P&J Trading
92672, CA
12.2019 - 02.2021
SHIFT LEADER
Pick up stix
92691, CA
05.2016 - 11.2018
SHIFT LEADER
Panda Express
San Clemente, CA
08.2013 - 10.2018
- Greeted and informed customers of products, fostering positive store experiences
- Leveraged POS system to perform purchase transactions for team members and customers
- Reconciled and prepared bank deposits
- Followed established recipes to prepare menu items
- Stored food in designated containers and storage areas to prevent spoilage
- Supervised food production and preparation, promoting consistency with established recipes and procedures
- Complied with company standards and policies, setting example for team members
- Coached and developed staff using variety of soft skills and technical abilities
- Stored food in designated containers and storage areas to prevent spoilage
- Followed established recipes to prepare menu items
- Cleaned and sanitized work areas, equipment and dishes
- Obtained permits from fire and health departments to erect displays and exhibits and serve food at events.
Education
High School Diploma -
SAN CLEMENTE HIGH SCHOOL
San Clemente, CA06.2012
SADDLEBACK COLLEGE
Mission Viejo, CA06.2012
Skills
Customer service
Excellent communication skills
Overachiever
Multitasking
Experience
- Contact prospective customers to present information and explain available services.
- Process customers' transactions into computers to record transactions and issue computer-generated receipts as well as process mortgage, loan and public utility bill payments, verified payment dates and amounts
- Monitor bank
- Resolve problems and discrepancies concerning customers' accounts.
- Answered telephones to assist customers with questions and inquiries.
- Prepared work orders, bills of lading and shipping orders to route materials.
- Examined shipment contents and compared with manifests, invoices and orders to verify accuracy.
- Determined shipping methods, routes and rates
- Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
- Prepared end-of-shift reports for management review and approval.
- Coached and developed staff using variety of soft skills and technical abilities.
- Used company tools and resources to train employees.
- Complied with company standards and policies, setting example for team members.
Additionalskills
- Bi-lingual
- Branch Operations
- Teller Auditing
- Banking Standards
- Notary Public
- NMLS
References
References available upon request
Jobs
- Associate Banker, BMO, CA, 92691, 08/2023-CURRENT
- BANK TELLER, BANK OF THE WEST, CA, 92691, 08/2021-08/2023
- BRANCH RELATIONSHIP BANKER, California Bank and Trust, CA, 92653, 02/2021 - 08/2021
- SHIPPING ASSOCIATE, P&J Trading, CA, 92672, 12/2019 - 02/2021
- SHIFT LEADER, Pick up stix, CA, 92691, 05/2016 - 11/2018
- SHIFT LEADER, Panda Express, San Clemente, CA, 08/2013 - 10/2018
Certification
Notary
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker
BMO Financial Group
09.2023 - Current
Bank Teller
Bank of the West
09.2021 - 09.2023
BRANCH RELATIONSHIP BANKER
California Bank and Trust
02.2021 - 09.2021
SHIPPING ASSOCIATE
P&J Trading
12.2019 - 02.2021
SHIFT LEADER
Pick up stix
05.2016 - 11.2018
SHIFT LEADER
Panda Express
08.2013 - 10.2018
High School Diploma -
SAN CLEMENTE HIGH SCHOOL
SADDLEBACK COLLEGE
Notary