Estephanie Garcia

Responsibilities

• Provided exceptional member service through account servicing, loan origination, and financial consultation.
• Managed member communications via phone, email, and in-person interactions, ensuring timely follow-up resolution.
• Opened and maintained members account while reviewing documentation for accuracy and compliance.
• Coordinated with internal departments to process members requests and resolve issues efficiently.
• Scheduled appointments, documented member interactions, and maintained detailed records.
• Educated members on financial products, services, and digital banking tools.

Achievements

• Promoted from Teller to Financial Service Representative and subsequently advanced to Financial Service Representative II on an accelerated timeline due to consistently exceeding performance goals, delivering exceptional member experiences.
• Awarded TOTM in Q1 2025 and Q2 2026 while doing Keystone transformation, showing consistent and effective problem-solving and relationship management.
• Maintained high accuracy in documentation, attention to detail, and the ability to resolve complex member issues.
• Built strong member relationships through proactive follow-up and personalized financial guidance.
• Leveraged bilingual English and Spanish skills to effectively serve a diverse membership base.
• Demonstrated commitment to professional growth by pursuing insurance and investment industry licensing.

Responsibilities

• Delivered exceptional member service by assisting members with deposits, withdrawals, payments, and account maintenance transactions accurately and efficiently.
• Educated members on products and services to help meet their financial needs.
• Provided bilingual support in English and Spanish to enhance the member experience.

Achievements

• Consistently exceeded teller performance expectations through outstanding member service and operational accuracy.
• Demonstrated excellence in AAA member service standards, creating positive member experiences and building strong relationships.
• Earned a high number of rescues by identifying opportunities to retain relationships and resolve member concerns effectively.
• Recognized for strong work ethic, initiative, and leadership potential, resulting in a rapid promotion to a Financial Service Representative.
• Maintained a high level of accuracy in cash handling and transaction processing while supporting branch performance goals.
• Became a trusted resource for members and teammates by providing knowledgeable and timely solutions.

Responsibilities

• Reviewed business licenses, permits, and supporting documentation for regulatory compliance within the Municipal Department of Regulations, developing strong attention to detail, analytical skills, and experience interpreting regulatory requirements.
• Maintained accurate records and reviewed legal and regulatory documentation for completeness and compliance.
• Researched applicable laws, regulations, and administrative requirements related to business licensing.

Achievements

• Gained experience interpreting regulations and communicating requirements to business owners and government officials.
• Strengthened analytical, problem-solving, and documentation review skills in a governmental regulatory environment.

• 3.8 GPA
• Thesis: Policy Proposal for the Regulation of Mexican Migration to the United States