Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

JOSEPH MARTINEZ

Framingham,MA

Summary

Having worked with banking/finance for almost 3 years. I have grown to be quite passionate for customer service, accounting, and the overall bank environment. Not only was I a passionate, can-do employee; but I also completed each task thrown my way in a timely manner while going above-and-beyond to give each customer a memorable experience at our bank. My overall customer service experience has prepared me to take on a role at your company.

Overview

5
5
years of professional experience

Work History

Universal Banker II

Align Credit Union
Framingham, MA
07.2023 - Current
  • Provided customer service to clients by answering questions, resolving complaints and processing transactions.
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Processed deposits, withdrawals, loan payments and other financial transactions.
  • Verified customer identity through driver's license or other forms of identification.
  • Cross-sold bank products such as debit cards, consumer loans, residential loans , credit cards and overdraft protection plans to existing customers.
  • Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
  • Researched account discrepancies or errors identified during audits or reviews.
  • Attended weekly meetings with branch managers to discuss goals related to sales targets.
  • Answered telephone inquiries regarding account balances, fees or general information.
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Advised customers on bank products, services and financial planning options.
  • Maintained and troubleshot ATM hardware to ensure optimal performance.
  • Maintained ATM balancing

Float Member Service Representative

Digital Federal Credit Union
Framingham
08.2021 - 05.2023
  • Overseer of bank loans, credit card accounts, personal loans, and regular account maintenance
  • Facilitated cash withdrawals & deposits
  • Ensured all opening & closing protocols were properly followed.
  • Answered incoming calls regarding membership benefits and services.
  • Performed cash handling duties such as deposits and withdrawals for members' accounts.
  • Processed loan applications and documented loan decisions according to policy requirements.
  • Verified identity information on new accounts using established procedures.

Front-End Associate

Harbor Freight Tools
Natick
04.2021 - 11.2021
  • Physical labor: loaded & unloaded shipment trucks while overseeing staff safety
  • Documented inventory; ensuring that all orders were properly fulfilled
  • Displayed excellence in customer service and resolving conflict.
  • Maintained a clean, organized and inviting store environment.
  • Provided product knowledge to customers as needed.

Front End Supervisor

BJ's Wholesale Club
Framingham
10.2019 - 10.2020
  • Ensured customer satisfaction while monitoring sales
  • Monitored metrics and ensured report followthrough
  • Demonstrated leadership skills while keeping staff on track.
  • Maintained accurate records of inventory, sales, and employees.
  • Trained new employees in customer service techniques and store policies.
  • Resolved customer complaints in a professional manner.
  • Ensured adequate staffing levels during peak business hours.
  • Provided excellent customer service by assisting customers with their needs or inquiries.

Education

Framingham High School
06.2021

Skills

  • Customer Service
  • Attention to Detail
  • Fluency in Microsoft Operating Systems & Adobe Acrobat
  • Problem Solving
  • NMLS Registered Under SAFE
  • Medallion Trained
  • Bi-Lingual in Spanish/English
  • Detail-oriented
  • Financial Security & Services
  • Loan Processing
  • Quality Control
  • Adaptable to change in policy and regulation
  • Team Coaching and Training

References

References available upon request.

Timeline

Universal Banker II

Align Credit Union
07.2023 - Current

Float Member Service Representative

Digital Federal Credit Union
08.2021 - 05.2023

Front-End Associate

Harbor Freight Tools
04.2021 - 11.2021

Front End Supervisor

BJ's Wholesale Club
10.2019 - 10.2020

Framingham High School

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