KARA SANDOVAL
Winchester,IN
Summary
Dedicated and energetic Personal Banker with 7 years of experience in reliable customer service and retail banking operations. Driven to bring value through extended knowledge of financial products, services, and maintaining adherence to bank compliance requirements. Multitasks smoothly to handle customer and bank staff needs while providing efficient service. Seeking a full-time position that offers professional challenges utilizing interpersonal skills and opportunity for advancement within the company.
Overview
8
8
years of professional experience
Work History
Senior Personal Banker
Merchants Bank of Indiana
09.2022 - 11.2023
- Managed deposits, withdrawals and wire transfers to process smooth, confidential banking transactions for clients.
- Utilized active listening for uncovering customer needs and offered financial solutions with bank services or products.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Calculated fees due, interest and change for customer transactions.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Sought out additional projects such as completing monthly reports to alleviate excess managerial duties.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
MRO Purchase Buyer
MSSL Wiring Systems
11.2021 - 09.2022
- Executed and maintained communication with vendors concerning quotes, open purchase orders, supply needs, and shipment details.
- Corresponded data in reports with plants in various regions and assisted AP teams with invoice discrepancies via email and Microsoft Teams meetings.
- Placed purchase orders for merchandise consistent with quality, quantity and other specification requirements based on communications with team leaders.
- Established relationships and sourced new vendors in effort to boost range of products offered in store locations while reducing costs through strategic competitive negotiations.
- Managed down time efficiently by offering support to HR, filing, directing job seekers, and organizing supplies.
Client Service Representative
Old National Bank
05.2021 - 11.2021
- Concentrated awareness in the banking center and displayed confidentiality with clients.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Referred customers to other banking departments for specialized services.
- Adhered to established procedures and regulations to prevent fraud and loss such as Reg CC.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Client Relationship Representative
First Merchants Bank
03.2016 - 05.2021
- Accurately processed transactions and opened various accounts per company policy by retaining knowledge of banking regulations and acts including EDD, Reg E, Reg CC, BSA and CTR requirements.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Assisted in training and mentored bank staff to maximize performance, efficiency, and compliance.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Generated reports and analysis of customer data to identify financial trends and potential business opportunities.
- Processed customer applications and worked approved consumer loans in accordance with bank policy.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Educated customers on online banking and mobile banking applications.
- Established rapport with new clients to increase satisfaction and loyalty.
- Cross-sold credit cards, loans and other bank products.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Education
High School Diploma -
Winchester Community High School
Winchester, IN07.2015
Skills
- Multitasking
- Prioritization
- Problem-Solving Abilities
- Organizational/Detail Oriented
- Written and Verbal Communication
- Self-Motivation
- Adaptability
References
- Vicki Haney, Former Clerk-Treasurer from City of Winchester
765.546.1201
- Rhonda Thomas, Customer Service Clerk from Ohio Valley Gas Corporation
765.546.8281
- Shadana Poole, First Merchants Bank
260.729.7151
- Tracy Jones, Client Service Representative from Old National Bank
574.206.3052
Timeline
Senior Personal Banker
Merchants Bank of Indiana
09.2022 - 11.2023
MRO Purchase Buyer
MSSL Wiring Systems
11.2021 - 09.2022
Client Service Representative
Old National Bank
05.2021 - 11.2021
Client Relationship Representative
First Merchants Bank
03.2016 - 05.2021
High School Diploma -
Winchester Community High School
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