Karla Araujo Tobar
Pottstown,PA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Pursuing role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Retail Banker
TD Bank
04.2024 - Current
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Reached out, generated appointments and built new relationships to grow business.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Cross-sold credit cards, loans and other bank products.
- Educated customers on online banking and mobile banking applications.
Customer Experience Coordinator/ Banking Associate
TD Bank
06.2022 - 04.2024
- Managed check-out operations and upheld high standards of customer service.
- Communicated with customers via phone, email and online chats.
- Build sustainable relationships and trust with customer accounts through open interactive communication.
- Handled customer complaints courteously using appropriate techniques, problem-solving skills and follow-up logs.
- Nurtured existing relationships with longtime customer's while exploring opportunities to develop partnerships with prospects and leads.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Modified, opened and closed customer accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Directed specific questions to appropriate branch personnel.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
Teller
TD Bank
11.2021 - 06.2022
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Operations Supervisor
CVS Pharmacy
02.2021 - 12.2021
- Trained, mentored and motivated employees to maximize team productivity.
- Evaluated invoices and shipping paperwork for accuracy and compliance.
- Cultivated and strengthened relationships with customers, vendors and internal stakeholders.
- Recruited, interviewed and hired talented professionals who each brought wealth of experience and exemplary skills to team.
- Managed scheduling and payroll for staff in busy office.
Shift Supervisor Trainee
CVS Pharmacy
08.2020 - 02.2021
- Established and enforced clear goals to keep employees working collaboratively.
- Coached staff members to develop long-term career goals.
- Interviewed applicants, recommended individuals for hiring and evaluated staff performance.
- Evaluated processes and employee strengths to realign workflows with changing business demands.
- Increased customer satisfaction by following up on negative feedback and taking appropriate measures to resolve complaints.
- Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
Sales Associate
Kohl's
11.2018 - 08.2020
- Collected payments and provided accurate change.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Helped customers find specific products, answered questions and offered product advice.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
Education
Bachelor of Science - Business Administration
University Of Valley Forge
05.2024
High School Diploma - undefined
Pottstown Senior High School
06.2019
Skills
- Consumer banking
- Vault teller operations
- Branch operations
- Cash handling
- Customer education
- Business customer support
- Fraud prevention
- Data verification
- Compliance, banking laws, and regulations
- Time management abilities
- Problem-solving abilities
- Customer service excellence
- MS office proficient
- Bilingual in Spanish
Certification
- CNP - Certified Notary Public
Languages
Spanish
Native or Bilingual
Timeline
Retail Banker
TD Bank
04.2024 - Current
Customer Experience Coordinator/ Banking Associate
TD Bank
06.2022 - 04.2024
Teller
TD Bank
11.2021 - 06.2022
Operations Supervisor
CVS Pharmacy
02.2021 - 12.2021
Shift Supervisor Trainee
CVS Pharmacy
08.2020 - 02.2021
Sales Associate
Kohl's
11.2018 - 08.2020
High School Diploma - undefined
Pottstown Senior High School
Bachelor of Science - Business Administration
University Of Valley Forge