Kallista Garcia
PNC Bank
Mesa,AZ
7
years of professional experience
Banking and financial services professional with 7+ years of experience spanning retail banking, lending, loan operations, online banking, financial transactions, customer account resolution, and IT support. Experienced in reviewing financial information, processing lending and banking transactions, maintaining confidentiality, identifying account issues, following regulatory and compliance procedures, and working across multiple systems with a high degree of accuracy. Additional IT experience and technical coursework provide a strong foundation for analyst and operations-focused roles.
Work History
Financial Sales Representative
3 Years 8 Months- Process and service deposit accounts, loan payments, credit card applications, personal loans, and Home Equity Lines of Credits (HELOCS).
- Review financial information and documentation while following established lending, compliance, and security procedures.
- Research account and transaction issues across multiple internal systems and work toward accurate resolution.
- Handle sensitive financial and personally identifiable information while maintaining confidentiality and data accuracy.
- Collaborate with internal departments to resolve complex account and lending-related requests.
- Sell and recommend banking and lending products based on customer needs while following established policies and compliance requirements.
Teller
1 Year 5 Months- Processed financial transactions and handled cash while maintaining accuracy, security, and compliance with branch procedures.
- Assisted members with banking products, account servicing, and loan-related requests.
- Supported loan applications by gathering required information and documentation.
- Reviewed account information and assisted with resolving member account issues.
- Sold and recommended banking products and services based on member needs and financial goals.
Financial Services Representative / IT
2 Years- Originated loan applications for customers and internal agents, gathering and reviewing information required for lending-related requests.
- Transitioned into an IT-focused role providing technical support and troubleshooting for internal users and systems.
- Researched technical issues and assisted with resolving system and application problems.
- Worked across both financial-services and technical environments, developing strong experience with business processes, systems, and problem solving.
Education
High School Diploma
Skills
Banking & Financial Operations
Lending & Loan Processing
Transaction Processing
Account Research & Resolution
Risk & Compliance
Quality Control & Documentation
Online/Mobile Banking
Systems & Technical Troubleshooting
Data Accuracy & Confidentiality
Microsoft Office
Timeline
Financial Sales Representative
PNC Bank
02.2023 - 10.2026Read More
Teller
Alaska Federal Credit Union
08.2021 - 01.2023Read More
Financial Services Representative / IT
State Farm
05.2019 - 05.2021Read More
Academy With Community Partners
High School Diploma
Read More