Estrella Estrada
Brighton
Summary
Results-oriented Personal Banker with a track record of providing exceptional customer service and resolving complex issues efficiently. Skilled in online banking support, reconciling bank statements, and wire transfers while adhering to compliance regulations. Known for developing strong relationships with clients and understanding their financial needs. Adept at balancing cash amounts, explaining account options, and identifying fraudulent behavior. Strong interpersonal and communication skills contribute to a customer service-oriented approach.
Overview
13
13
years of professional experience
Work History
Financial Wellness Consultant
KeyBank
Louisville, CO
- Current
- Implemented cross-selling techniques, resulting in increased product utilization among existing clients.
- Directed client relationship management to enhance customer satisfaction and retention.
- Analyzed customer financial needs to provide tailored banking solutions and advice.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed deposits, withdrawals and ACH transfers accurately.
Associate Banker-ME
Chase
Thornton, Co
06.2022 - 07.2025
- Developed strong problem solving skills by resolving complex customer issues quickly and efficiently.
- Assisted customers with online banking inquiries including resetting passwords and troubleshooting log-in issues.
- Reconciled bank statements on a monthly basis ensuring accuracy of all transactions recorded.
- Participated in weekly meetings with team members discussing progress towards goals set by management.
- Provided customer service and support for banking products and services, including deposits, withdrawals, transfers, loans, and account maintenance.
- Processed wire transfers according to established procedures while adhering to compliance regulations.
- Developed relationships with clients through regular communication to understand their financial needs and goals.
- Answered incoming calls promptly to provide customer service support or route calls appropriately.
- Performed daily tasks such as balancing the teller drawer, verifying cash amounts, and reconciling discrepancies.
- Explained various types of accounts available to customers based on their individual needs.
- Utilized excellent interpersonal skills when interacting with customers face-to-face or over the phone.
- Tracked customer account activity regularly to identify any suspicious activities or fraudulent behavior.
- Referred customers to specialists and other lines of business to fulfill specialized needs.
Manager
El Rio Grande Mexican Restaurant
Denver, Colorado
04.2015 - 05.2022
- Cook
- Clean
- Manage bar/inventory
- Process tips
- Process daily deposits
- Create schedules
- Train
- Hand out checks
- Monitored team productivity and performance to support goals.
- Communicated plans and actions to meet departmental goals.
- Reduced workplace safety or health hazards by enforcing work practices and procedures.
- Fostered positive relationships with clients through proactive communication tactics.
Administrative Assistant
Colorado Department of Revenue- Liquor Enforcement
Lakewood, Colorado
01.2013 - 11.2014
- Maintained files and filing, keeping sensitive information confidential.
- Answered phone calls, directed inquiries to appropriate personnel, responded to customer requests in a timely manner.
- Assisted in the preparation of presentations using Microsoft Office Suite applications such as Word, Excel, PowerPoint.
- Maintained office inventory by assisting with supply orders.
- Processed incoming mail and distributed to relevant departments or individuals.
- Organized monthly expense reports according to company policies and procedures.
- Greeted visitors and callers and handled inquiries and directed them to appropriate persons according to needs.
Education
N/A - General Business Administration
Community College of Denver
High School Diploma - undefined
Brady Exploration
05.2011
Skills
- Sales proficiencncy
- Financial planning
- Loan processing
- Creative thinking
- Customer service
- Money handling
- Team collaboration
- Verbal and written communication
- Check cashing and withdrawals
- Consumer banking
- Customer Service-oriented
- Relationship building
- Documentation skills
- Developing customer relationships
- Goal planning
- Analytical thinking
- Security protocols
- Due diligence
- Telephone transfers
EXPERIENCE
2025
References
Brittany, Barraza, Assistant Manager, Brittany.Barraza@chase.com, Chase Bank, Colleague
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker-ME
Chase
06.2022 - 07.2025
Manager
El Rio Grande Mexican Restaurant
04.2015 - 05.2022
Administrative Assistant
Colorado Department of Revenue- Liquor Enforcement
01.2013 - 11.2014
Financial Wellness Consultant
KeyBank
- Current
N/A - General Business Administration
Community College of Denver
High School Diploma - undefined
Brady Exploration