Emily Garza
Rockdale,TX
Summary
Results-driven Senior Personal Banker with over 12 years of experience in customer service and cash management. Known for strong organizational skills and the ability to mentor junior bankers, ensuring exceptional client experiences and team success.
Overview
13
13
years of professional experience
Work History
Senior Personal Banker
Citizens National Bank
Rockdale, TX
11.2010 - 09.2023
- Cultivated strong client relationships through personalized banking solutions and financial advice.
- Analyzed client financial needs to recommend appropriate banking products and services.
- Led team in achieving service excellence through streamlined processes and effective communication.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
- Assisted customers with setting up or closing accounts, and signing up for new services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed deposits, withdrawals and ACH transfers accurately.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Education
High School Diploma -
Rockdale ISD
RockdaleSkills
- Positive attitude
- Customer service
- Cash handling
- Multitasking
- Organizational skills
Timeline
Senior Personal Banker
Citizens National Bank
11.2010 - 09.2023
High School Diploma -
Rockdale ISD