MONICA CISNEROS
Sunnyside,WA
Summary
Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.
Experienced with client support, fostering positive relationships and resolving issues efficiently. Utilizes effective communication and problem-solving to ensure client satisfaction. Track record of adaptability and teamwork, driving successful outcomes in fast-paced setting.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Columbia Bank
07.2025 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Mentored junior staff on product knowledge and customer service techniques.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Managed time efficiently in order to complete all tasks within deadlines.
- Analyzed client financial needs and provided tailored banking solutions.
Financial Guide
Solarity Credit Union
05.2024 - Current
- Coordinated with other staff members when needed in order to provide visitors with an exceptional experience.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Maintained accurate records of all transactions within the branch's database system.
- Developed an efficient document tracking system which allowed quick access to all necessary paperwork.
- Assisted with special projects or tasks related to departmental functions upon request.
- Responded to customer inquiries via email or telephone in a polite and professional manner.
- Utilized scheduling software to manage resources and track progress of projects.
- Managed communications among internal staff members regarding upcoming activities.
- Monitored the status of projects to ensure timelines were met according to established deadlines.
Associate Banker
J.P. Morgan Chase
11.2020 - 05.2024
- Participated in weekly meetings with team members discussing progress towards goals set by management
- Maintained an up-to-date knowledge of industry trends related to banking products and services
- Processed wire transfers according to established procedures while adhering to compliance regulations
- Provided customer service and support for banking products and services, including deposits, withdrawals, transfers, loans, and account maintenance
- Tracked customer account activity regularly to identify any suspicious activities or fraudulent behavior
- Answered incoming calls promptly to provide customer service support or route calls appropriately
- Reconciled bank statements on a monthly basis ensuring accuracy of all transactions recorded
- Assisted customers with online banking inquiries including resetting passwords and troubleshooting log-in issues
- Utilized excellent interpersonal skills when interacting with customers face-to-face or over the phone
- Developed relationships with clients through regular communication to understand their financial needs and goals.
Education
HIGH SCHOOL DIPLOMA -
Cats academy
Toppenish, WA06.2018
Skills
- Financial planning
- Relationship building and management
- Cash handling
- Microsoft powerpoint, excel, and Word
- Bilingual in Spanish
- Customer service
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Columbia Bank
07.2025 - Current
Financial Guide
Solarity Credit Union
05.2024 - Current
Associate Banker
J.P. Morgan Chase
11.2020 - 05.2024
HIGH SCHOOL DIPLOMA -
Cats academy