Jacqueline Mata
San Antonio
Summary
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 secure a position. Ready to help team achieve company goals.
Overview
17
17
years of professional experience
Work History
Bank Customer Service Specialist
USAA Federal Savings Bank
06.2007 - Current
- Collaborated with team members to achieve branch sales targets consistently.
- Participated in ongoing professional development initiatives to stay current on industry trends and best practices relevant to the Bank Customer Service Specialist role.
- Conducted daily transactions efficiently, ensuring accurate cash handling and balancing of teller drawer.
- Streamlined banking processes for improved efficiency and reduced wait times.
- Identified potential fraudulent activities, protecting bank assets and customer accounts from loss.
- Facilitated problem-solving sessions between customers and internal departments, fostering positive outcomes across various banking scenarios.
- Supported branch management in achieving operational excellence through diligent task execution and teamwork.
- Maintained strict adherence to bank policies, procedures, and regulatory requirements for optimal compliance levels.
- Answered bank phone lines and directed customers to appropriate department to address concerns.
- Trained and mentored new banking personnel on customer service strategies, supporting group performance goals.
- Assisted customers with banking needs and inquiries.
Education
Associate of Arts - COMMUNICATION
San Antonio College
San Antonio, TXHigh School Diploma -
ST FRANCIS HIGH SCHOOL
San Antonio, TX05.2000
Skills
- Banking Software Familiarity
- Financial product knowledge
- Cash handling expertise
- Upselling Services
- Compliance Awareness
- Cross-Selling Products
- Data entry proficiency
- Complaint Handling
- Financial Transactions
- Team Cooperation
- Team Leadership
- Customer Service-Oriented
- Relationship Building
Timeline
Bank Customer Service Specialist
USAA Federal Savings Bank
06.2007 - Current
Associate of Arts - COMMUNICATION
San Antonio College
High School Diploma -
ST FRANCIS HIGH SCHOOL