Karen Rosales
Wetumpka,AL
Summary
Experienced teller with a strong understanding of checking, savings, and investment fund accounts. Proficient in providing customer assistance with account management, transfers, and banking product inquiries. Demonstrated ability to deliver exceptional service and meet the financial needs of clients. Adept at navigating various banking transactions to ensure customer satisfaction and loyalty.
Overview
5
5
years of professional experience
Work History
Universal Banker II
Truist Bank
Wetumpka Al
11.2024 - 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.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Relationship Banker
Regions Bank
Wetumpka, AL
09.2024 - 11.2024
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
Universal Banker II
Truist Bank
Montgomery, AL
10.2023 - 09.2024
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Assisted customers with online banking setup and troubleshooting issues.
- Verified customer identity through driver's license or other forms of identification.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Answered customer inquiries regarding bank products and services.
Customer Service Associate
Walgreens
Wetumpka, AL
05.2022 - 10.2023
- Provided information about products and services available to customers.
- Processed customer orders accurately and efficiently.
- Demonstrated active listening skills when responding to customer questions and complaints.
- Assisted customers with returns, exchanges, refunds, and other transactions as needed.
- Tracked inventory levels of popular items to ensure availability for customers' orders.
- Answered phone calls from customers promptly and courteously.
- Handled cash register operations accurately during peak times.
- Maintained knowledge of current sales promotions and new product releases.
- Trained new hires on products and services, best practices and protocols to reduce process gaps.
- Maintained customer privacy and protected company operations by keeping information private and confidential.
Front End Customer Service Associate
Walmart
Wetumpka, AL
06.2020 - 03.2021
- Provided customers with product information, prices, availability, and delivery options.
- Greeted customers warmly upon entering the store or on the phone call.
- Made sure all transactions were entered into the system correctly and promptly.
- Performed cashier duties when necessary, including handling money accurately and efficiently.
- Processed credit and debit card payments, gift cards, checks, refunds, exchanges, store credits as per company policy.
- Stocked shelves with merchandise according to company guidelines while maintaining neatness and cleanliness standards.
Education
High School Diploma -
The Edge Virtual School
05-2022
Skills
- Financial Advising
- Transaction Processing
- Check processing
- Branch operations
- Product Knowledge
- Customer service understanding
- Teamwork and Collaboration
- Strong Work Ethic
- Cash Handling
Languages
Spanish
Professional Working
Timeline
Universal Banker II
Truist Bank
11.2024 - Current
Relationship Banker
Regions Bank
09.2024 - 11.2024
Universal Banker II
Truist Bank
10.2023 - 09.2024
Customer Service Associate
Walgreens
05.2022 - 10.2023
Front End Customer Service Associate
Walmart
06.2020 - 03.2021
High School Diploma -
The Edge Virtual School