JACQUELINE GONZALEZ
Houston,TX
Summary
Vibrant Assistant Branch Manager highly effective at anticipating and accommodating customer needs. Friendly, punctual and enthusiastic team player. Offering 17 years of experience in banking environments. Commended for multitasking abilities and providing top-notch service to customers daily.
Overview
25
25
years of professional experience
Work History
Branch Manager
Wallis Bank
Houston, TX
02.2019 - Current
- Manage the day-to-day branch teller and customer service operation including research and resolution of the most complex problems.
- Assessed employee performance and developed improvement plans.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Developed prospects for new loans with three cold calls weekly.
- Actively coach, develop, motivate and provide support to branch employees to effectively provide superior customer service to our clients.
- Ensure supply of money for financial institutions needs based on legal requirements and business demands.
- Review daily reports of large transactions, kiting alerts, overdrawn accounts and dormant accounts.
- Help support new accounts representatives and provide relief when necessary.
- Complete required reports and related documents promptly and accurately.
Assistant Branch Manager
Wallis Bank
Houston, TX
01.2016 - 02.2019
- Oversee teller & new accounts daily operations.
- Ensure supply of money for branch according to branch limits
- Complete monthly branch audits promptly and accurately
- Cross sell bank products and services to existing and potential new customers.
- Review reports of large transactions, overdrawn and dormant accounts.
- Open and process new accounts according to organizational established polices and standards.
- Responsible in counseling and coaching staff to satisfy banks standards.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Demonstrated knowledge of branch financial products, including loans and lines of credit.
- Maintained friendly and professional customer interactions.
Personal Banking Representative
Community Bank Of Texas
Houston, TX
05.2015 - 01.2016
- Executed domestic and international wire transfers, stop payments and account transfers
- Organized and removed online banking files no longer in use
- Processed customer transactions including deposits, withdrawals and money orders
- Rapidly and efficiently prepared ATM cash and change orders
- Answered telephone inquiries on banking products
- Open/ close safe deposit boxes and assist customers with access
- Maintained friendly and professional customer interactions
Teller Supervisor
Wallis State Bank
Houston, TX
01.2007 - 01.2015
- Process different types of deposits and ensure proper endorsements on all items.
- Cash checks and process other transactions accurately and efficiently in accordance with policies and procedures.
- Reconcile cash transactions to teller balancing standards and report results on teller balance sheet.
- Comply with all security policies and procedures.Cross sell banks products and services to customers and prospects.
- Complete all monthly logs such as cashiers checks, money orders, traveler's checks, CTR's, MIL's, and teller audits.
- Comply with Bank Secrecy Act and Anti-money laundering policies.
- Demonstrate a continuous helpful and friendly attitude and follow established Service Quality Standards.
- Responsible in counseling and coaching operations staff to satisfy bank standards
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Handled various accounting transactions.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Commercial Sr. Teller/ Personal Banker
Metro Bank
Houston, TX
01.2002 - 01.2007
- Ability to work in a fast-paced environment.
- Ability to apply general accounting knowledge.
- General understanding of banking products, processes, and procedures.
- Handle large paying and receiving transactions.
- Apply knowledge and sound judgment in decision making.
- Assist in opening accounts for new and existing customers.Current knowledge of security procedures including fraud prevention.
- Perform other duties as assigned.
- Maintained friendly and professional customer interactions.
- Sold cashier's checks, traveler's checks and money orders.
- Executed wire transfers, stop payments and account transfers.
Client Associate
Chase Manhattan Bank
Houston, TX
01.1999 - 01.2001
- Provide excellent customer service.Handle large paying and receiving transactions.Assist in balancing vault and ATM.Handle customer service issues such as; account inquiries, balances, statement printouts.
Education
undefined
1996
High School Diploma - undefined
Houston Community College
1993
Skills
- Goal-oriented
- Excellent time management skills
- Cash handling expertise
- Compliance, banking laws and regulations
- Rapid 10-key data entry
- Spanish speaking
- Detail-oriented
- Team leadership
- Extremely organized
- Self-motivated
Timeline
Branch Manager
Wallis Bank
02.2019 - Current
Assistant Branch Manager
Wallis Bank
01.2016 - 02.2019
Personal Banking Representative
Community Bank Of Texas
05.2015 - 01.2016
Teller Supervisor
Wallis State Bank
01.2007 - 01.2015
Commercial Sr. Teller/ Personal Banker
Metro Bank
01.2002 - 01.2007
Client Associate
Chase Manhattan Bank
01.1999 - 01.2001
High School Diploma - undefined
Houston Community College
References
References
Upon request
References
Available upon request
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