Summary
Overview
Work History
Education
Skills
Timeline
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Ethan Gonzalez

Plano,TX

Summary

Dynamic Retail Personal Banker at Cadence Bank with expertise in fraud detection and cash management. Proven ability to cultivate strong customer relationships and educate clients on financial services. Adept at opening new accounts and enhancing self-service capabilities, ensuring a seamless banking experience for all clients.

Overview

1
1
year of professional experience

Work History

Retail Personal Banker

Cadence Bank
McKinney, TX
04.2024 - Current
  • Verified legality of documents by examining checks for endorsements.
  • Balanced cash drawer daily and reconciled discrepancies as necessary.
  • Identified potential fraud risks and reported suspicious activities to management.
  • Educated clients on services and digital channels to enhance self-service capabilities.
  • Obtained credit records from reporting agencies to facilitate new account openings.
  • Cultivated customer relationships through regular follow-ups and rapport-building.
  • Entered new account information into systems and organized related documentation.
  • Directed customers to appropriate services upon greeting them at the bank.
  • Advised customers on various financial products available from the bank.

Education

High School Diploma -

Van Alstyne High
Van Alstyne, TX
05-2020

Skills

  • Fraud detection
  • Cash management
  • Customer relationship management
  • Customer service
  • Financial services
  • Communication skills
  • Open new accounts

Timeline

Retail Personal Banker

Cadence Bank
04.2024 - Current

High School Diploma -

Van Alstyne High

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Ethan Gonzalez