Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Grace K Guerrero

East Meadow

Summary

Experienced and reliable Head Universal Banker with a proven track record in customer service, cash operations, and team leadership, seeking to transition into a Personal Banker role. Eager to leverage indepth product knowledge, sales ability, and relationship-building skills to deliver personalized financial solutions and contribute to client satisfaction and branch growth.

Overview

20
20
years of professional experience

Work History

Head Universal Banker

Citibank
Mineola
12.2019 - Current
  • Managed cash transactions accurately in a fast-paced environment.
  • Educated customers on banking products and services for informed decisions
  • Collaborated with team members to improve customer service strategies.
  • Resolved customer issues promptly, ensuring satisfaction and loyalty.
  • Maintained compliance with regulations and internal policies consistently.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Processed loan applications and guided clients through approval steps.
  • Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.

Substitute Teacher

Harbor Day Care Center Inc
05.2017 - 09.2020
  • Providing individual attention to each and every child admitted to the learning center
  • Playing with children, telling stories, and motivating them to participate in daycare activities
  • Inspecting safety and comfort in the classroom for children and taking immediate action if noticed any lapse
  • Discussing with parents on their child's educational development
  • Supervised children in the classroom and fed them meals and snacks
  • Kept classroom, teaching materials, and closets in clean and organized manner

Restaurant Shift Supervisor

Wendy's Restaurant
03.2011 - 07.2020
  • Trained new employees on proper food handling and safety procedures
  • Maintain a good relationship with customers and staff
  • Handling customer enquiries and complaints
  • Train and supervise staff
  • Ensure all food safety procedures are strictly adhered to according to sanitary regulations
  • Work closely with management to meet revenue objectives
  • Implement appropriate strategies to resolve adverse trends and improve sales
  • Maintain safe working conditions
  • Follow company policies and procedures regarding the handling of cash, property, products and equipment
  • Audit inventory levels to ensure product availability, and order products as necessary

Customer Service and Administrator Assistant

Servía Travel and Insurance
03.2005 - 02.2011
  • National and International money transfer
  • Telephone Receptionist
  • Documents translation
  • Accounts payable and receivable
  • Keep a good customer service
  • Problems solving
  • Keeping office clean and organized

Education

Electronic Health Records Program -

Farmindale State College
Long Island
07.2016

CPR - First Aid -

American Heart Association
07.2015

Clinical Medical Assistant -

Nassau BOCES Adult Evening Program, Barry Tech Campus
06.2015

Income Tax Theory And Tax Preparation -

H&R Block
12.2006

GED (High School Equivalency Diploma) -

Western Suffolk BOCES
06.2004

Skills

  • Customer Relationship Management
  • Cash Handling & Drawer Balancing
  • Banking Products & Services Knowledge
  • Financial Needs Assessment
  • Team Leadership & Training
  • Risk Management & Compliance
  • Transaction Accuracy & Efficiency
  • Problem Solving & Conflict Resolution
  • Digital Banking Education & Support

Languages

  • Spanish, Proficient
  • English, Proficient

Timeline

Head Universal Banker

Citibank
12.2019 - Current

Substitute Teacher

Harbor Day Care Center Inc
05.2017 - 09.2020

Restaurant Shift Supervisor

Wendy's Restaurant
03.2011 - 07.2020

Customer Service and Administrator Assistant

Servía Travel and Insurance
03.2005 - 02.2011

Electronic Health Records Program -

Farmindale State College

CPR - First Aid -

American Heart Association

Clinical Medical Assistant -

Nassau BOCES Adult Evening Program, Barry Tech Campus

Income Tax Theory And Tax Preparation -

H&R Block

GED (High School Equivalency Diploma) -

Western Suffolk BOCES

Similar Profiles

CREATE PROFILE
Grace K Guerrero