Iris Peña
Mercedes,TX
Summary
My goal is to obtain a job in a facility where I can use my acquired skills to grow professionally within the business world. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills, eager to learn new things, and ready to help the team to achieve there goals.
Overview
23
23
years of professional experience
Work History
Personal Banker
PNC Bank, NA
2019.06 - Current
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Verified customer identity and reviewed documentation for accuracy.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Greeted customers and delivered information about new account processes.
- Cross-sold bank products and services to meet customer needs and provide options.
- Followed up with customers to gather feedback and provide additional assistance.
Lead Teller/Senior Personal Banker/Assistant Manager
Wells Fargo Bank, N.A.
2004.01 - 2019.01
- Money transactions, Customer Service Representative, Control Task, Sales/ New accounts, Team Leader/ Coach, CTR, MIL, SAR
- Received car loan, home loan, and other payments and posted to accounts.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Introduced customers to other bank team members to help meet financial needs.
- Replenished ATM funds in empty canisters prior to validation process.
- Mentored newly hired team members on appropriate responses to patron questions.
- Answered inquiries regarding checking and savings accounts and other related products.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Handled day-to-day customer contact via phones, faxes, and emails.
- Coached and mentored service representatives to deliver polite, professional customer interactions.
- Built positive rapport and relationships for high levels of customer satisfaction.
- Accomplished multiple tasks within established timeframes.
- Cross-trained existing employees to maximize team agility and performance.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Secretary/ Teachers Assistance
Palmer-Laakso Elementary
2003.01 - 2004.01
- Technology Clerk/Office Clerk, Process technology work-orders, Overlook Science Lab (help teachers organize Science experiments), Assist in the front office (Clerical Assignment, PBX operator, make copies for teachers, etc.)
Cashier/ Customer Service
Wal-Mart
2002.01 - 2003.01
- Cashier/Jewelry Department, Customer Service Representative, Stock products & Jewelry, PBX operator, Money transactions, Clerical Assignments
Education
Major in International Business - Business Administration And Management
Texas State Technical College - Harlingen
Harlingen, TX06.2009
High School Diploma -
Los Fresnos High School
06.2001
Skills
- MS Excel
- Relationship Building
- Customer Service
- Financial product knowledge
- Coaching and Mentoring
- Training delivery
- Sales Development
- Leadership and supervision
- Computer Proficiency and Microsoft Office
- Organization and Time Management
- Friendly, Positive Attitude
References
- Maritza Wade, Wells Fargo Service Manager2 SPI, (956)640-2789
- Victor Lopez, Wells Fargo Manager Pharr, (956)648-0709
- Sandra Fernandez, Wells Fargo Brownsville Ruben Torres, (956)550-4100
- Diana Gomez, Manager Wal-Mart SPI, (956)943-1387
Volunteer Experience
In High School I collected 250 food cans for the needy. They had a wonderful Christmas Holiday and I also had a great experience. Participated in United Way back to school supplies and I also donate to the Children Hospital with kids in cancer.
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
PNC Bank, NA
2019.06 - Current
Lead Teller/Senior Personal Banker/Assistant Manager
Wells Fargo Bank, N.A.
2004.01 - 2019.01
Secretary/ Teachers Assistance
Palmer-Laakso Elementary
2003.01 - 2004.01
Cashier/ Customer Service
Wal-Mart
2002.01 - 2003.01
Major in International Business - Business Administration And Management
Texas State Technical College - Harlingen
High School Diploma -
Los Fresnos High School
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