Gina Portal -Garcia

El Sobrante ,CA

Summary

Dynamic banking professional with a proven track record at Mechanics Bank, excelling in relationship management and operational efficiency. Adept at navigating complex customer interactions while ensuring compliance and cash handling accuracy. Recognized for fostering teamwork and delivering exceptional service, contributing to increased client retention and a positive work environment.

Overview

years of professional experience

Work History

Sr. Universal Banker II

Mechanics Bank

12.2016 - Current

Promoted a positive work environment by recognizing employee accomplishments and addressing performance concerns in a constructive manner.
Balanced branch cash vaults daily, maintaining accuracy and security of large sums of currency.
Navigated challenging conversations with customers experiencing financial difficulties, offering compassionate guidance on debt management strategies and available assistance programs.
Ensured adherence to anti-money laundering protocols through diligent verification of customer identification documents during account opening procedures.
Delivered exceptional customer service by consistently going above and beyond to address concerns or resolve issues, leading to increased client retention rates.
Strengthened client relationships with proactive communication and follow-up on account inquiries, issues, or concerns.
Paid attention to detail while completing assignments.
Proven ability to learn quickly and adapt to new situations.
Demonstrated respect, friendliness and willingness to help wherever needed.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Managed time efficiently in order to complete all tasks within deadlines.
Learned and adapted quickly to new technology and software applications.
Organized and detail-oriented with a strong work ethic.

ACSO

Mechanics Bank

05.2008 - 12.2016

Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Supported team members with timely assistance, contributing to a positive work environment.
Passionate about learning and committed to continual improvement.
Maintained a clean and organized workspace for improved workflow and overall office aesthetics.
Manages a team of employees, Provides leadership coaching, feedback and development support.
Trains employees on cross function to ensure smooth operation of the branch.
Administers monthly, quarterly and annual self-audit check list , reviews approves daily reports and verify our branch limits .
Approve transactions accordance with established authority level .
Balance Vault and TCR machine on a daily basis on a daily basis and monthly audits for tellers and ATM's machine .
Proven ability to learn quickly and adapt to new situations.
Worked well in a team setting, providing support and guidance.
Demonstrated respect, friendliness and willingness to help wherever needed.

Education

No Degree - Accounting

Contra Costa College, San Pablo, CA

High School Diploma -

El Cerrito High School, El Cerrito, CA

06-1994

Skills

Goal oriented
Operational efficiency
Credit analysis
Relationship management
Friendly, positive attitude
Teamwork and collaboration
Customer service
Dependable and responsible
Multitasking Abilities
Flexible and adaptable
Attention to detail

Time management
Problem-solving
Cash handling accuracy
Cross-selling expertise
Banking product sales
Team management
Branch operations
Exceptional communication
Sales proficiency
Compliance

Languages

Spanish

Native or Bilingual

Timeline

Sr. Universal Banker II - Mechanics Bank

12.2016 - Current

ACSO - Mechanics Bank

05.2008 - 12.2016

Contra Costa College - No Degree, Accounting

El Cerrito High School - High School Diploma,