Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Heather Palos

Waxahachie

Summary

Experienced in the banking industry with a wealth of knowledge in financial advising, customer service, and sales. Leveraging expertise in banking products to excel at identifying and addressing customer needs. Dedicated to working hard with a professional and enthusiastic approach. Proven track record of building strong client relationships through effective communication and providing solutions for customer satisfaction. Recognized for strong teamwork, adaptability, and communication skills, consistently delivering outstanding customer service.

Overview

14
14
years of professional experience

Work History

Bookkeeper

Art of Dentistry
09.2024 - Current
  • Pull and file charts in advance for scheduled appointments.
  • Ensuring required documents are attached while keeping patient's information up to date.
  • Greet and check in patients.

Personal Banker

Interbank
03.2016 - 02.2019
  • Delivered strong personal communication skills during client interactions creating quality relationships.
  • Assisted customers with setting up or closing accounts and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.

Branch Supervisor

First Convenience Bank
09.2012 - 07.2015
  • Responsible for vault/ATM meaning I handled most of the cash at the branch and was responsible for ordering it as well.
  • Boosted customer satisfaction with attentive service and prompt resolution of issues.
  • Bank teller and personal banker who also handled loan documents.
  • Met a monthly quota in account sales.
  • Opened quality personal and business accounts while making new relationships everyday.
  • Responsible for daily/weekly reports.
  • Motivated and trained employees to meet performance expectations.
  • Delivered product and service quality and inspired team members to reach and maintain department goals and objectives.

Cashier

Whataburger
05.2011 - 09.2012
  • I worked in the front as a cashier where I took orders, cleaned, and restocked everything in the lobby.
  • I also worked drive thru, back window (where I collected money), fry station, and board (where I would prepare the food).
  • Working there built my customer service skills.

Education

High School Diploma - RN

Red Oak Highschool
Red Oak, TX
05-2013

Skills

  • Personable and engaging
  • People oriented
  • Dedicated to exceeding job expectations
  • Proactive task management
  • Detail-oriented analysis
  • Organized and well presented
  • Professional appearance
  • Self assertive

Accomplishments

  • First Convenience Bank promoted me within the first 6 months to a Personal Banker 2, then soon after that I was promoted to a Personal Banker 3.
  • A couple of months later I was then promoted to a Supervisor, my current position.
  • Have been awarded many Direct Deposit awards along with Operational Excellence awards.
  • Presented District Employee of the month for December of 2013 and was Employee of the month several times for my star performance.

Timeline

Bookkeeper

Art of Dentistry
09.2024 - Current

Personal Banker

Interbank
03.2016 - 02.2019

Branch Supervisor

First Convenience Bank
09.2012 - 07.2015

Cashier

Whataburger
05.2011 - 09.2012

High School Diploma - RN

Red Oak Highschool

Similar Profiles

CREATE PROFILE
Heather Palos