Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacob Cordaway

San Antonio,TX

Summary

Adept at managing financial transactions and customer service; to ensure I protect the financial interests of the bank and their members by thoroughly investigating and resolving sophisticated and moderately sophisticated and moderately sophisticated fraud and non-fraud transactional disputes filed by members on their credit cards, debit cards, and deposit accounts in compliance with federal and state laws, rules, and regulations (LRRs). I engage in customer service activities to satisfy member requests and provide dispute resolution outcomes. Leveraging skills in financial software and effective communication, I excel in fast-paced environments, consistently ensuring accuracy and security in all transactions.

Overview

3
3
years of professional experience

Work History

Bank Teller

Castroville State Bank
Castroville , TX
11.2023 - Current
  • Maintained confidentiality of bank records, transactions and customer information.
  • Performed cash handling duties including counting currency, coins and checks.
  • Balanced teller drawers regularly throughout the day according to established procedures.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Provide customers the process of filing disputes through VISA guidelines to allow timesframes of expected refunds and expectations.

Cross Functional Team

H-E-B Grocery
Lytle, TX
06.2022 - 11.2023
  • Collaborated with team members to determine appropriate solutions for customer requests or problems.
  • Validated that inbound shipments matched the specifications on purchase orders.
  • Unloaded trucks of incoming merchandise onto sales floor safely and efficiently.
  • Adhered to safety policies while operating equipment such as hand truck or pallet jack.
  • Operated cash register efficiently and accurately during checkout process.
  • Provided excellent customer service by greeting customers, responding to inquiries, and resolving complaints in a professional manner.

Education

High School Diploma -

Southwest High School
San Antonio, TX
06-2022

Skills

  • Deposit and withdrawal management
  • Currency packaging
  • Financial software
  • Data inputting
  • Cash counting
  • Transaction processing
  • VISA
  • AMEX
  • Zelle

Timeline

Bank Teller

Castroville State Bank
11.2023 - Current

Cross Functional Team

H-E-B Grocery
06.2022 - 11.2023

High School Diploma -

Southwest High School