Hardworking, reliable, dependable, friendly banker with exceptional customer service and communication skills. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Bank of Colorado
Greenwood Village , Colorado
03.2019 - 10.2024
Supervised branch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
Monitored daily operations and supported Branch Manager in necessary duties.
Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
Participated in continuing education programs related to banking regulations and procedures.
Organized several customer appreciation events throughout the year.
Teller/New Accounts Representative
Pinnacle Bank/Bank of Colorado
Greenwood Village, Colorado
07.2015 - 03.2019
Provided exceptional customer service while accurately processing routine transactions.
Assisted customers in opening new accounts and completing required paperwork.
Processed wire transfers for customers both domestically and internationally.
Cross-sold additional bank products when applicable to meet customer needs.
Maintained confidentiality of all customer records and information according to company policies.
Continuously updated knowledge about banking products, services, policies and regulations.
Built and maintained client relationships through quality, personalized interactions.
Activities Coordinator
Serenity House Assisted Living
Denver, Colorado
10.2011 - 07.2015
Supervised/worked with 5 employees to create a variety of activities for an assisted living facility.
Organized recreational activities to promote social interaction among the residents.
Assisted in the planning of special events, such as holiday celebrations, and coordinated transportation arrangements for such events.
Maintained accurate records of participant attendance and progress reports.
Conducted daily evaluations of program activities to ensure that objectives are met.
Ensured safety protocols were adhered to during all activities.
Managed budgets for program-related expenses including supplies and equipment purchases.
Addressed issues raised by family members regarding their loved one's participation in the program.
Loan Processor
CIT Small Business Lending Corporation
Denver, Colorado
10.2006 - 04.2009
Communicated with customers via telephone or email to obtain additional documentation required for loan processing, and updated customers regularly on the status of their loans throughout the processing period.
Maintained accurate records in computer database system during loan origination process.
Developed relationships with clients, real estate agents, lenders, title companies, and attorneys throughout the closing process by providing excellent customer service.
Adhered strictly to company policies when completing tasks associated with loan processing duties.
Compiled closing packages containing all necessary documents required for funding, and funded all loans processed.
Verified accuracy of closing figures prior to disbursement of funds.
Assisted borrowers with questions regarding their loans after closing.
Conducted quality control reviews on closed files ensuring compliance with state and federal regulations.
Education
Associate of Applied Science - Animal Behavior And Ethology
Bel-Rea Institute of Animal Technology
Denver, Colorado
03-2011
Skills
Strong interpersonal skills
Excellent work ethic
Dependable
People-oriented
Attention to Detail
Cash handling and management
Relationship building and management
Customer Service
Branch Operations Management
Certification
Completed Management Training program-2022
Accomplishments
Fraud Watchdog award-2019
Fraud Watchdog award-2022
Timeline
Assistant Branch Manager
Bank of Colorado
03.2019 - 10.2024
Teller/New Accounts Representative
Pinnacle Bank/Bank of Colorado
07.2015 - 03.2019
Activities Coordinator
Serenity House Assisted Living
10.2011 - 07.2015
Loan Processor
CIT Small Business Lending Corporation
10.2006 - 04.2009
Associate of Applied Science - Animal Behavior And Ethology
Bel-Rea Institute of Animal Technology
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