Sandy Sanchez
Houston,TX
Summary
Dynamic bilingual banker with a proven track record at Woodforest National Bank, excelling in product promotion and customer service. Recognized for consistently achieving sales targets while effectively managing customer accounts and ensuring accurate cash handling. Adept at creative problem-solving and fostering strong customer relations to enhance overall banking experiences.
Overview
7
7
years of professional experience
Work History
Banker II-Bilingual
Woodforest National Bank
Houston, TX
02.2022 - 12.2024
- Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
- Processing transactions, opening accounts, and performing account maintenance.
- Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
- Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.
Teller/Agent
Friendship Enterprises
Houston, TX
11.2019 - 05.2020
- Ordered an appropriate supply of cash each day to meet expected demands.
- Sorted and filed transaction documentation to maintain complete records.
- Smoothly opened, closed and updated accounts and savings plans for customers.
- Collaborated well with team members to carry out daily assignments and achieve team targets.
- Met targets consistently by working hard and with strong attention to detail.
- Managed communications between team members, customers and vendors to keep operations efficient and successful.
- Determined team targets and implemented plans to achieve goals at individual and group level.
Teller
Senor Enterprise
Houston, TX
11.2017 - 07.2019
- Maintained accurate and balanced cash drawers by carefully counting funds and quickly investigating any discrepancy.
- Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud.
- Smoothly opened, closed and updated accounts and savings plans for customers.
- Worked with managers to address problems such as Collection Department.
- Satisfied customers by delivering speedy and expert service for all special needs.
- Filed records to keep system efficient and information organized.
- Protected business from unnecessary liability by carefully following security and safety standards
Education
Diploma -
Elsik High School
Houston, TX05.2014
Skills
- Creative thinking
- Product promotion
- Customer Service-oriented
- Balance cash drawers
- Manage customer accounts
- Count currency
- Deposit funds
- Documentation
- File updating
- Multitasking
- Verbal communication
- Customer relations
- Supply management
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Banker II-Bilingual
Woodforest National Bank
02.2022 - 12.2024
Teller/Agent
Friendship Enterprises
11.2019 - 05.2020
Teller
Senor Enterprise
11.2017 - 07.2019
Diploma -
Elsik High School