Jessica Nunez
Lake Worth,TX
Overview
1
1
year of professional experience
Work History
Teller
My Credit Union
Crowley, TX
12.2022 - 02.2024
- Received and processed member transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified members' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Assisted members in opening new accounts and completing required paperwork.
- Answered member inquiries regarding bank products and services.
- Explained account information to customers in detail as needed.
- Processed wire transfers for customers both domestically and internationally.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Cross-sold additional bank products when applicable to meet member needs.
- Performed daily reconciliation of teller drawer within established limits.
- Maintained confidentiality of all customer records and information according to company policies.
- Explained the features of various banking products available to members.
- Identified opportunities to refer members to other areas of the bank for additional services.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Reported any operational issues or system problems that occurred during shift promptly.
- Followed up on requests from members in a timely manner.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Continuously updated knowledge about banking products, services, policies and regulations.
- 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.
- Entered member transactions into computers to record transactions and issue computer-generated receipts.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- 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 members about features, benefits and pricing.
- Adhered to financial services security and audit procedures.
- Cross-sold bank products by answering inquiries, informing members of new services and promotions.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Directed specific questions to appropriate branch personnel.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Trained employees on cash drawer operation.
- Offered every member exceptional service levels by remaining friendly and professional during every transaction.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Received and counted daily inventories of cash, drafts and checks.
- Performed special services for members, ordering bank cards and checks.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Reported daily averages and shortages to operations department.
- Leveraged memebr service and sales abilities to consistently meet performance goals.
- Transmitted orders to supply cash to meet daily needs.
- Promoted facility security by monitoring member behaviors and following established protocols to protect individuals and assets.
- Used member information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
- Acted as pivotal point of contact between credit union branches regarding guidelines and practices.
- Liaised between credit union branches regarding best practices and operations.
- Assist members manage their bank accounts and account receivable payments. Advise members in resolving account related issues. Reach out to prospective member to sell credit union services. Manage member accounts such as open, close and oversee transactions. Refer members to inhouse financial experts, as needed. Assist in vault auditing. Assist members with online and mobile banking services over the phone and in person. Oversee and train new employees. Maintain cleanliness of work area. Upkeep daily branch logs.
Digital Employee
Walmart
Benbrook, TX
09.2022 - 11.2022
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Understood and followed oral and written directions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
- Planned and completed group projects, working smoothly with others.
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained updated knowledge through continuing education and advanced training.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Motivated and encouraged team members to communicate more openly and constructively with each other.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Collaborated with others to discuss new opportunities.
- Recognized by management for providing exceptional customer service.
- Maintained schedule of class assignments to meet deadlines.
- Delivered products to customer locations on time.
- Achieved cost-savings by developing functional solutions to problems.
- Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
Education
BBA - Business Management
The University of Texas At Arlington
Arlington, TX06-2018
Associate of Applied Science -
Tarrant County College District
Fort Worth, TX06-2013
Skills
- Cash Handling
- Customer Relationship Building
- Account updating
- Regulatory Compliance
- Drawer balancing
- Fraud Detection
- Business Development
- Qualified in commercial servicing
- Excellent time management skills
- Cash Drawer Balancing
- Stress Tolerance
- Currency and coin counter
- Approachable
- MS Office proficient
- Reliable
- Sales expertise
- Inventory management background
- Friendly
- Banking
- Exceptional customer service
- Safe and vault operation
- Strong Work Ethic
- Conflict resolution techniques
- Risk management evaluation background
- Financial Services
- Strong sense of banking ethics
- Fraud identification
- Cash counting
Timeline
Teller
My Credit Union
12.2022 - 02.2024
Digital Employee
Walmart
09.2022 - 11.2022
BBA - Business Management
The University of Texas At Arlington
Associate of Applied Science -
Tarrant County College District
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