Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Relationship Banker II
Regions Bank
Spring, TX
12.2022 - Current
Provided personalized financial assistance to clients by advising them on account setup, loan options, and investment opportunities.
Identified customer needs by engaging in conversations and provided suitable banking products to fulfill their requirements.
Determined potential financial advantages for customers by conducting routine reviews of their portfolios, highlighting possibilities for additional products or services.
Enhanced clients' comprehension of banking options through the provision of financial education and guidance.
Identified and pursued new business opportunities through targeted outreach and networking.
Developed and maintained relationships with small business owners to understand their financial needs.
Branch Banker
PNC Bank
The Woodlands, TX
05.2021 - Current
Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Helped customers understand and use technical tools such as mobile applications and online banking.
Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Senior Lead Teller
Amegy Bank National Association
Houston, TX
05.2019 - 05.2021
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Maintained optimal financial controls by securing funds and making accurate transactions.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Managed and balanced cash vault, audits and general ledger accounts.
Blended business's goals, mission and values with learning development initiatives to deliver high-quality training to employees.
Client Account Coordinator
Bureau Veritas
Houston, TX
03.2019 - 05.2019
Cultivated strong and trusting rapport with client contacts to promote retention and satisfaction.
Conducted calls and meetings with key contacts to coordinate strategic planning and address issues.
Managed client communication and oversaw project progress to provide timely status updates and avoid delays.
Investigated opportunities for process improvements to streamline operations, reduce costs and increase client satisfaction.
Identified client-specific needs and maintained expert-level knowledge of account intricacies.
Lead Teller
Wells Fargo
The Woodlands, TX
08.2016 - 01.2019
Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
Balanced bank's vault of daily cash for withdrawals and deposits.
Helped resolve problems with cash, locks and balancing encountered at different ATM locations.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Teller
Bank of America
Doral, FL
04.2016 - 07.2016
Maintained confidentiality of bank records and client information.
Adhered to financial services security and audit procedures.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
Team Lead
Forever 21
Miami Beach, FL
08.2015 - 04.2016
Delegated daily tasks to team members to optimize group productivity.
Fostered positive employee relationships through communication, training and development coaching.
Counted inventory, resolved discrepancies and completed paperwork to keep system accurate and current.
Assisted with training new cashiers and customer service team members to increase speed of onboarding.
Assisted management with developing and managing employee improvement strategies to encourage exceptional performance from staff.