Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jimena Escudero

Houston,Texas

Summary

Experienced and detail-oriented financial professional seeking to contribute as a Personal Banker within a dynamic team. Motivated by the opportunity to leverage extensive knowledge of financial products, services, and branch operations to deliver exceptional value. Dedicated to providing top-notch customer service and building strong relationships with clients. Committed to continuously expanding skills and staying up-to-date with industry trends to effectively meet the needs of customers and drive overall success.

Overview

15
15
years of professional experience

Work History

Personal Banker II

Prosperity Bank
05.2020 - 12.2024
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Cross-sold bank products and services to meet customer needs and provide options.

Certified Bilingual Interpreter, Legal Assistant

Portz Portz And Pena
10.2017 - 04.2020
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Completed electronic filings, initiated billing statements, and managed firm administrative matters.
  • Scheduled appointments, court appearances, and depositions for busy law firm.
  • Provided bilingual interpretation and communication services

Personal Banker /Teller Operations Specialist

Bank Of Texas
11.2009 - 03.2016
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.

Education

Lone Star College

Lone Star College
03.2017

Bilingual Certification

Bank of Texas
03.2010

Bank Teller Certification

Southern California Regional Occupational Center
04.1995

High School Diploma -

Guillermo Rivera High School
12.1985

Skills

  • Loans
  • Financial Product Knowledge
  • Client relationship management
  • Sales expertise
  • Revenue Generation
  • Sales strategy
  • Cash Handling
  • Banking operations knowledge

Languages

Spanish
Native or Bilingual

Timeline

Personal Banker II

Prosperity Bank
05.2020 - 12.2024

Certified Bilingual Interpreter, Legal Assistant

Portz Portz And Pena
10.2017 - 04.2020

Personal Banker /Teller Operations Specialist

Bank Of Texas
11.2009 - 03.2016

Bilingual Certification

Bank of Texas

Bank Teller Certification

Southern California Regional Occupational Center

High School Diploma -

Guillermo Rivera High School

Lone Star College

Lone Star College

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Jimena Escudero