Karla Vasquez

Facilitated opening of new checking and savings accounts along with wire transfers and direct deposits.

• Conducted portfolio reviews to identify opportunities for additional banking products.
• Processed withdrawal and transfer requests from existing customer accounts.
• Educated clients on various available banking products.
• Identified client needs through conversations, offering suitable banking solutions.
• Utilized CRM tools to track client interactions and preferences, enhancing service delivery.
• Performed regular follow-ups with clients to sustain relationships and update financial plans.

• Identified customer referral opportunities to enhance service offerings across banking departments.
• Balanced cash drawers daily, ensuring accuracy and compliance with financial protocols.
• Explained account information in detail, addressing customer inquiries effectively.
• Delivered exceptional customer service while processing routine transactions with precision.

• Facilitated team meetings to strategize on achieving sales goals and objectives.
• Trained new employees on banking procedures during onboarding processes.
• Advised customers on banking products, including loans, investments, and credit cards.
• Opened accounts, including checking and savings, for new customers.

• Opened new customer accounts, including checking, savings, and certificates of deposit.
• Balanced cash drawers and calculated daily transactions using computers or calculators.
• Developed relationships with business owners to promote commercial banking services.
• Responded to telephone inquiries regarding account balances and fees.
• Participated in branch meetings to discuss sales targets and strategic goals.
• Cross-sold bank products, including debit cards, credit cards, and overdraft protection plans.

• Established motivation programs to boost employee sales results.
• Assessed bank operations continuously, pinpointing areas for enhancement or resource allocation.
• Maintained compliance through systematic monthly and quarterly audits.
• Performed daily teller responsibilities with accuracy.
• Facilitated training for onboarding tellers and sales associate supervisors.

• Coordinated mailings by sorting and preparing packages for courier or postal services.
• Scheduled appointments among clients, customers, and internal staff members.
• Entered data into spreadsheets utilizing Microsoft Excel and similar applications.
• Processed invoices for payment through accounting software.
• Maintained inventory of office supplies by monitoring stock levels.
• Organized filing systems for physical and electronic documents, ensuring accuracy and confidentiality.
• Managed incoming calls, providing information or transferring callers to appropriate personnel.

• Developed employee incentives that drove higher sales performance.
• Supervised and trained sales associates in customer service and product knowledge.
• Monitored staff performance to uphold compliance with company standards.
• Reviewed inventory levels daily and placed orders as necessary.
• Analyzed weekly and monthly reports for trends and improvement opportunities.
• Performed teller duties.