Kelly Huerta
San Lorenzo,USA
Summary
Experienced banking professional with 20+ years of retail banking experience seeking a Banker position where I can use my strong customer service, cash handling, and financial services skills to build client relationships, identify financial needs, and provide solutions that support both customers and the bank’s goals.
Overview
21
21
years of professional experience
Work History
Associate Banker
BMO Bank of Montreal
Pleasanton, California
02.2026 - Current
- Managed customer relationships to enhance satisfaction and loyalty.
- Educated clients on digital banking tools and services offered.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Assisted clients with account inquiries and transaction processing.
- Ensured compliance with banking regulations and procedures in daily operations.
Senior New Account Banker
Poppy Bank
Pleasanton, California
07.2025 - 12.2025
- Supported branch in achieving individual and team goals while acting in customers' best interest.
- Executed cross-selling activities with existing customers, enhancing product sales volume.
- Initiated quality financial wellness conversations, adding value to customer relationships.
- Initiated cross-selling activities with existing customers in order to increase product sales volume.
- Maintained detailed records of customer accounts, including deposits and withdrawals, to ensure accuracy in all financial transactions.
- Performed financial assessments to identify and recommend tailored banking solutions.
Assistive Technology Specialist
Community Resource for Independent Living
Hayward, California
02.2025 - 07.2025
- Conducted assessments of individual needs for assistive technology devices and services.
- Assisted individuals with disabilities in utilizing assistive technology to increase independence and productivity.
- Provided support for users experiencing difficulties using their adapted computer systems or other AT tools.
- Evaluated existing systems for compatibility with new hardware or software requirements.
Associate Banker
BMO
Hayward, California
12.2023 - 10.2024
- Balanced assigned teller drawer daily, ensuring accuracy of transactions and reducing discrepancies.
- Assisted customers in opening new accounts and explained available banking services, enhancing customer understanding.
- Responded promptly and accurately to client inquiries, complaints, and requests, ensuring high customer satisfaction.
Senior Head Teller
Citibank
Newark, California
10.2022 - 12.2023
- Assisted customers with online banking inquiries including resetting passwords and troubleshooting log-in issues.
- Tracked customer account activity regularly to identify any suspicious activities or fraudulent behavior.
- Developed strong problem solving skills by resolving complex customer issues quickly and efficiently.
- Reconciled bank statements on a monthly basis ensuring accuracy of all transactions recorded.
- Conducted training sessions for new employees on proper policies and procedures related to bank operations.
Personal Banker
Citibank
Newark, California
11.2019 - 10.2022
- Handled large amounts of currency without error while counting money into drawers.
- Reconciled discrepancies between physical cash counts versus computerized system totals.
- Counted and verified large amounts of currency accurately while counting money into drawers.
- Performed various administrative tasks such as filing paperwork and maintaining records.
Personal Banker
Fremont Bank
Castro Valley, California
08.2018 - 09.2019
- Developed relationships with customers through timely follow-up, sound advice, and quality service.
- Identified customer needs by actively listening and asking questions to determine appropriate product offerings.
- Maintained knowledge of bank products, services, policies, procedures, and regulations.
- Identified cross-selling opportunities and recommended banking products and services to customers.
- Educated customers on how to use banking products, services, and other financial solutions.
- Responded promptly to emails or phone calls from customers regarding account inquiries or concerns.
Senior Personal Banker
Bank of America
Fremont, California
04.2005 - 10.2014
- Processed wire transfer requests efficiently within specified time frames.
- Researched competitor products and services to enhance product offerings and maintain competitiveness.
- Implemented risk management policies and procedures to ensure security of funds.
- Maintained confidentiality of sensitive information while adhering to compliance standards.
- Assisted customers with loan, credit card, and mortgage applications to facilitate financing solutions.
- Utilized problem-solving skills to resolve customer inquiries in a timely manner.
Education
High School Diploma -
Newark Memorial High School
Newark, CaliforniaSkills
- Cross-selling
- Developing customer relationships
- New account setup
- Bank sales
- Branch operations
- Partner referrals
Languages
Spanish, Intermediate
Timeline
Associate Banker
BMO Bank of Montreal
02.2026 - Current
Senior New Account Banker
Poppy Bank
07.2025 - 12.2025
Assistive Technology Specialist
Community Resource for Independent Living
02.2025 - 07.2025
Associate Banker
BMO
12.2023 - 10.2024
Senior Head Teller
Citibank
10.2022 - 12.2023
Personal Banker
Citibank
11.2019 - 10.2022
Personal Banker
Fremont Bank
08.2018 - 09.2019
Senior Personal Banker
Bank of America
04.2005 - 10.2014
High School Diploma -
Newark Memorial High School