Karen Mendoza
San Francisco,CA
Summary
Detail-oriented and highly organized professional with a solid background in banking, offering strong administrative, customer service, and document management skills. Proven ability to handle confidential information with discretion, manage multiple tasks efficiently, and maintain accuracy in fast-paced environments. Eager to bring my financial knowledge, client relations expertise, and keen attention to detail to support the operational needs of a dynamic legal team.
Overview
11
11
years of professional experience
Work History
Universal Banker
Citibank (Citi)
San Francisco, CA
05.2022 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Handled various accounting transactions.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Referred customers to other banking departments for specialized services.
- Trained new hires on customer service policies and procedures.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
Sales Associate
Pearl Factory
San Francisco, CA
03.2014 - 04.2022
- 1. Open / close procedure
- 2. Assist customers
- 3. Money handling
- 4. Light admin duties
- 5. Inventory
- 6. Sales in pearls different types of metals
- 7. Precious stones
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Education
Some college - Medical / Massage therapist
Bryman college
San Francisco, CA12.2004
Skills
- Team Work (10 years)
- Inventory Control (10 years)
- Merchandising
- Cashiering (10 years)
- Cash Handling (10 years)
- Retail Sales (10 years)
- Store Management Experience (2 years)
- Reliability (10 years)
- Customer service (10 years)
- Flexibility
- Assistant Manager Experience
- Retail Management
- Problem-solving (10 years)
- Upselling (10 years)
- Sales (10 years)
- POS
- Serving Experience
- Banking
- Data entry skills
- Rapid 10-key data entry
Languages
Tagalog - Fluent
English
Native or Bilingual
Timeline
Universal Banker
Citibank (Citi)
05.2022 - Current
Sales Associate
Pearl Factory
03.2014 - 04.2022
Some college - Medical / Massage therapist
Bryman college