Ivette Aragon
Anaheim,CA
Summary
Dynamic banking professional with extensive experience at Citibank, excelling in branch operations and cash handling. Proven track record in enhancing customer satisfaction through personalized service and effective needs assessment. Adept at transaction processing and team coaching, driving sales goals while fostering a collaborative environment. Committed to delivering exceptional financial solutions.
Overview
6
6
years of professional experience
Work History
Head Universal Banker
Citibank
198 W Lincoln Ave
05.2019 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Head Teller
Citibank
198 W Lincoln Ave
05.2019 - 10.2022
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Oversaw currency shipments and deposits while adhering to strict safety guidelines.
- Replenished ATM funds in empty canisters prior to validation process.
- Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Mentored junior tellers, fostering professional development and growth within the team.
Teller
Citibank
198 W Lincoln Ave
05.2019 - 10.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Facilitated introduction of new tellers by mentoring them on bank procedures and customer service excellence.
- Conducted daily audits of cash drawers to prevent discrepancies and maintain financial integrity.
- Supported team members during high-volume periods to ensure smooth operations and customer satisfaction.
Education
High School Diploma -
Loara High School
1765 W Cerritos Ave Anaheim Ca 9280405.2017
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Wire transfers
- Transaction processing
- Deposit processing
- Financial product sales
- Customer service
- Teller experience
- Account openings
- Cash handling
- Customer Service-oriented
- New account setup
- Meeting sales goals
- Money handling
- Team coaching and training
- Employee training assistance
- ATM balancing
Languages
Spanish
Full Professional
Timeline
Head Universal Banker
Citibank
05.2019 - Current
Head Teller
Citibank
05.2019 - 10.2022
Teller
Citibank
05.2019 - 10.2022
High School Diploma -
Loara High School