Karla Ortiz
McAllen,TX
Summary
Highly motivated individual with experience in sales, handling cash and giving exceptional customer service. Interested in joining your team with the purpose of using my experience to contribute to the growth of the company. I am a hard worker, quick learner and I put a lot of pride and integrity into my work.
Overview
6
6
years of professional experience
Work History
Teller II
Rally CU
10.2023 - Current
- Enhanced customer satisfaction by efficiently resolving issues and addressing inquiries.
- Streamlined teller operations for improved accuracy and efficiency in transaction processing.
- Reduced errors by implementing strict audit procedures and monitoring daily transactions.
- Improved cross-selling success through targeted training and employee incentives.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Fostered a positive work environment by promoting open communication and collaboration among team members.
- Coordinated with other departments to address complex customer issues, resulting in timely resolution.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
Teller
Rally CU
02.2021 - 09.2021
- Answered customer inquiries regarding account balances, transaction history, service charges and interest rates.
- Sold and cross-sold bank products to new and existing customers.
- Built and strengthened customer relationship by leveraging excellent interpersonal and communication skills.
- Greeting and welcoming customers.
- Educated customers on use of banking website and mobile apps.
- Processed customer transactions promptly, minimizing wait times.
- Recognized needs and referred to appropriate representative or line of bussines for cross sell or service opportunities.
- Answered telephone inquiries on checking and savings accounts, loans and line of credit.
- Stocked supplies for customers and personal teller station.
- learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Provided customers records, account statements and copies of checks.
- Completed highly accurate, high volume money counts via both manual and machine-driven approaches.
- Placed orders for customers checks and verified starting numbers.
- Maintained friendly and professional customer interactions.
- Received loan and utility payments, sending funds to correct destinations.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
Irepair
Cashier
11.2019 - 11.2020
- Pleasantly deal with customers to ensure satisfaction.
- Handle cash, credit or check transactions with customers.
- Issue change, receipts, refunds, or tickets.
- Operated the cash register providing prompt, efficient and friendly service.
- Count money in cash drawers at the beginning and end of shifts to ensure the amounts are correct and that there is adequate change.
- Resolve customers complaints, guide them in their visit while providing great costumer service.
- Keep transactions reports.
Adore
Sales Associates
12.2017 - 01.2019
- Captured sales through effective product demonstrations and persuasive communication skills to overcome .
- Maximize the sales performance by establishing strong relationships and gaining insight to the needs and lifestyle of the client.
- Resolved concerns using strong communication and conflict management skills combined with expert sales abilities.
- Met sales goals as personal and team branch.
- Increased per customer revenue by proactively suggesting additional product purchases.
Education
High School Diploma -
Sharyland High School
Mission, TX12.2018
Skills
- Cash Handling
- Basic Math
- Cross-selling
- Excellent customer service and interpersonal skills
- Bilingual (fluent in Spanish and English)
- Attention to detail and capable of performing multiple tasks with frequent interruptions
- Strong persuasive and convincing skills
- Basic personal computer skills
- Rapid 10-key data entry
Timeline
Teller II
Rally CU
10.2023 - Current
Teller
Rally CU
02.2021 - 09.2021
Irepair
Cashier
11.2019 - 11.2020
Adore
Sales Associates
12.2017 - 01.2019
High School Diploma -
Sharyland High School
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