Jaley Canales
Gonzales
Summary
Organized and detail-oriented Teller with cash handling and customer service experience. Proven expertise in general accounting and finance concepts. Astute professional providing well-rounded customer service with strong communication skills, sales experience and deep knowledge of banking industry.
Overview
10
10
years of professional experience
2018
2018
years of post-secondary education
Work History
Bank Teller
Sage Capital Bank
Gonzales
07.2022 - Current
- Processed customer transactions accurately and efficiently.
- Assisted customers with account inquiries and service requests.
- Managed cash handling and balancing of cash drawer daily.
- Promoted bank services and products to enhance customer relationships.
- Collaborated with team members to streamline branch operations.
- Maintained compliance with banking policies and regulations consistently.
- Resolved customer issues promptly to ensure satisfaction and retention.
- Trained new tellers on operational procedures and customer service standards.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Performed cash handling duties including counting currency, coins and checks.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Explained bank services, financial products and applicable fees to customers.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Entered transactions into computer and issued customer receipts.
- Provided assistance to other tellers during peak business hours as needed.
- Responded and assisted customers with account inquiries and updates.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Reconciled cash and checks against computer records at end of shift.
- Researched customer inquires regarding their accounts using internal banking systems.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Prepared reports on transaction activity for management review.
- Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Delivered exceptional service to customers in person or over telephone.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Trained employees on cash drawer operation.
- Adhered to financial services security and audit procedures.
- Directed specific questions to appropriate branch personnel.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Identified transaction errors when debits and credits did not balance.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Prepared official checks for customer and internal bank needs.
- Verified amounts and integrity of every check or funds transfer.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Bookkeeper
HEB Grocery Store
Gonzales
01.2021 - 07.2022
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Performed month-end closing activities.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Customer Service Representative
HEB Grocery Store
Gonzales
01.2016 - 01.2021
- Assisted customers with inquiries and provided product information efficiently.
- Resolved customer complaints by identifying issues and offering appropriate solutions.
- Processed orders and managed returns to ensure customer satisfaction.
- Collaborated with team members to improve service delivery and workflow processes.
- Educated customers on product features, benefits, and promotions effectively.
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
Education
Gonzales High School
Gonzales, TexasSkills
- Cash handling
- Transaction processing
- Customer relationship management
- Compliance adherence
- Team collaboration
- Problem solving
- Effective communication
- Time management
- Attention to detail
- Money management
- Trustworthiness and integrity
- Money handling
- Phone etiquette
- Signature verification
- Customer needs assessment
- Clear communication
- Money orders
- Listening and comprehension
- Professionalism and courtesy
- Customer relationship development
- Numerical accuracy
- Patience and empathy
- Balance transfers
- Money transfer systems
- Cash handling expertise
- Fraud detection
- Currency packaging
- Problem-solving
- Stress tolerance
- Banking software
- Transaction processing accuracy
- Teller support
- Customer relationship management (CRM)
- Financial transactions
- Banking regulations knowledge
- Relationship building
- Deposit and withdrawal management
- Cash counting
- Currency conversion
- Multitasking and organization
- Fraud detection proficiency
- Strong work ethic
- Confidentiality and discretion
- Reliable
- Cash drawer balancing
- Exceptional customer service
Timeline
Bank Teller
Sage Capital Bank
07.2022 - Current
Bookkeeper
HEB Grocery Store
01.2021 - 07.2022
Customer Service Representative
HEB Grocery Store
01.2016 - 01.2021
Gonzales High School