Summary
Overview
Work History
Skills
Certification
Languages
Timeline
Generic

Joanna Garcia

Houston

Summary

Dynamic Partner Specialist with a proven track record at TDECU, excelling in loan processing and financial advising. Adept at educating clients and resolving conflicts, I consistently surpassed sales goals while enhancing community outreach. My effective communication and strategic planning skills drive success in fostering strong customer relationships and promoting banking services.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Partner Specialist

TDECU
Edna
09.2018 - Current
  • Processed loan applications and verified applicant information.
  • Provided financial advice based on customer needs and goals.
  • Managed daily cash flow and balanced cash drawers efficiently.
  • Educated clients on banking products and services available.
  • Provided customer service to bank clients, answering inquiries and resolving complaints.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Coordinated with other departments regarding customer requests or disputes resolution.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Participated in community outreach events to promote awareness of the bank's services.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.

Teller

Citizens State Bank & Trust Co
Edna
09.2015 - 09.2018
  • Processed customer transactions accurately and efficiently.
  • Managed cash drawer and balanced daily transactions.
  • Provided excellent customer service and resolved inquiries promptly.
  • Assisted in maintaining branch security and compliance protocols.
  • Collaborated with team members to enhance workflow efficiency.
  • Conducted routine audits of cash handling procedures.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Explained account information to customers in detail as needed.

Skills

  • Loan processing
  • Financial advising
  • Cash management
  • Customer education
  • Conflict resolution
  • Account management
  • Community outreach
  • Effective communication
  • Strategic planning

Certification

  • Business Specialist

Languages

Spanish
Professional

Timeline

Partner Specialist

TDECU
09.2018 - Current

Teller

Citizens State Bank & Trust Co
09.2015 - 09.2018

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Joanna Garcia