Karen Mateo Peguero
Lantana,FL
Summary
Service-focused representative; bringing unparalleled skills in customer relations, task prioritization and time management. Motivated to directly and efficiently address customer concerns, develop proactive solutions and implement corrections with efficiency. Proficient in customer service, information, and risk management. Skilled in working in customer-focused work environments.
Overview
6
6
years of professional experience
Work History
Associate Banker
JPMorgan Chase
Lake Worth, FL
12.2023 - Current
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Facilitated seamless account closings, transfers, and updates for a diverse clientele base.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Financial Sales Representative Team Lead
The Check Cashing Store
10.2020 - Current
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Recommended products to customers, thoroughly explaining details.
- Responded to customer requests for products, services and company information.
- Perform day to day transactions and placing customers in appropriate loan products in order to meet their financial needs.
- Efficiently use multiple systems to compliantly conduct customer's transactions.
- Reviewed transactions which appeared suspicious to uncover possible fraudulent activity.
- Efficiently manage large sums of cash and prepare check deposits.
- Trained, coached, and mentored new sales associates for maximum performance.
- Encourage employees to achieve their monthly sales goals and motivate team to drive business objectives.
Teller I
TD Bank
08.2023 - 12.2023
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Monitored and reported suspicious activity in line with bank security policies.
Customer Service Representative
Western Beef Supermarket And Corporate Offices
06.2020 - 10.2020
- Worked closely with shift manager to solve problems and handle customer concerns.
- Operated cash register for cash and credit card transactions with excellent accuracy levels.
- Maintained secure cash drawers, promptly resolving discrepancies in daily numbers.
- Maintained current knowledge of store promotions and highlighted sales to customers.
Customer Service Representative
El Bodegon Supermarket
09.2018 - 03.2020
- Monitored self-checkout systems and provided assistance or intervention when needed.
- Operated cash register for cash and credit card transactions with excellent accuracy levels.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
Education
High School Diploma -
Boynton Beach Community High School
Boynton Beach, FL05.2018
Associate Of Arts - Accounting
Palm Beach State College
Lake Worth, FL05.2024
Skills
- Issue and Complaint Resolution
- Multitasking and Prioritizing
- Understanding Customer Needs
- Customer Service/Time Management
- Customer Data Confidentiality
- Check Cashing
- Cash Handling
- Customer Relationship
- Identify Solutions Based on Customer's Needs
- Critical Thinking and Problem-solving
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker
JPMorgan Chase
12.2023 - Current
Teller I
TD Bank
08.2023 - 12.2023
Financial Sales Representative Team Lead
The Check Cashing Store
10.2020 - Current
Customer Service Representative
Western Beef Supermarket And Corporate Offices
06.2020 - 10.2020
Customer Service Representative
El Bodegon Supermarket
09.2018 - 03.2020
High School Diploma -
Boynton Beach Community High School
Associate Of Arts - Accounting
Palm Beach State College