Hi, I’m
Karen Ontiveros
Houston,TX
Summary
Dynamic personal banker with a proven track record at Prosperity Bank, excelling in relationship building and cross-selling tailored financial products. Recognized for enhancing customer satisfaction and branch revenue through strategic sales techniques and meticulous account maintenance. Committed to delivering exceptional service while ensuring compliance and fostering trust with clients.
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
8
years of professional experience
Work History
Prosperity Bank
Personal Banker
07.2023 - Current
Job overview
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Increased branch revenue by cross-selling banking products tailored to individual client needs.
Prosperity Bank
Bank Teller
07.2017 - 07.2023
Job overview
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
Education
Spring Woods High SchoolHouston, TX
GED
05-2013
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Positive attitude
- Account maintenance
- Cross-selling products
- Teamwork
- Multitasking
Languages
Spanish
Full Professional
English
Full Professional
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Personal Banker
Prosperity Bank
07.2023 - Current
Bank Teller
Prosperity Bank
07.2017 - 07.2023
Spring Woods High School
GED
Similar Profiles
ROSA RESENDIZROSA RESENDIZ
Customer Service Representative at Prosperity BankCustomer Service Representative at Prosperity Bank
Lupita MartinezLupita Martinez
Debit Card Specialist at Prosperity BankDebit Card Specialist at Prosperity Bank
Marian JohnsonMarian Johnson
Part Time Teller at Prosperity BankPart Time Teller at Prosperity Bank
CHARLES OLIGBOCHARLES OLIGBO
Founder & CEO at Sawport Inc.Founder & CEO at Sawport Inc.
Monica ContrerasMonica Contreras
Physician Assistant at Everhealth PLLCPhysician Assistant at Everhealth PLLC