Karla Pacheco-Rodriguez

Bank Teller

Wells Fargo Bank, N.A.

Nogales, AZ

07.1997 - 01.2005

Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
Maintained confidentiality of bank records, transactions and customer information.
Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
Cross-sold bank products such as savings accounts and credit cards to existing clients.
Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
Balanced teller drawers regularly throughout the day according to established procedures.
Educated customers about different types of banking services available at the branch.
Handled large sums of money with accuracy while maintaining appropriate levels of security.
Provided assistance to other tellers during peak business hours as needed.
Researched customer inquires regarding their accounts using internal banking systems.
Followed strict compliance guidelines when completing financial transactions for customers.
Processed loan payments by verifying funds availability prior to disbursing funds.
Assisted customers with basic technical issues related to digital banking platforms.
Resolved customer disputes promptly in accordance with bank policies and procedures.
Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Welcomed customers and offered pleasant service during entire transaction.
Reconciled cash and checks against computer records at end of shift.
Responded and assisted customers with account inquiries and updates.
Entered transactions into computer and issued customer receipts.
Explained bank services, financial products and applicable fees to customers.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
Opened new checking, savings and lines of credit for customer accounts.
Identified and reported suspicious behavior to security personnel as appropriate.
Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Took on additional shifts during busy periods to minimize staffing shortages.
Maintained confidentiality of bank records and client information.
Built and maintained client relationships through quality, personalized interactions.
Delivered exceptional service to customers in person or over telephone.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Trained employees on cash drawer operation.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Resolved problems or discrepancies concerning customers' accounts.
Balanced daily cash deposits and vault inventory with zero error rate.
Identified transaction errors when debits and credits did not balance.
Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Performed special services for customers, ordering bank cards and checks.
Verified amounts and integrity of every check or funds transfer.
Received mortgage and other loan payments, verifying payment dates and amounts due.
Prepared official checks for customer and internal bank needs.
Leveraged customer service and sales abilities to consistently meet performance goals.
Transmitted orders to supply cash to meet daily needs.

Summary

Overview

Work History

Bank Teller

Cashier Team

Education

High School Diploma -

Skills

Languages

Timeline

Bank Teller

Cashier Team

High School Diploma -

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