Kimberly Contreras
Channelview
Summary
Customer focused financial professional with over 4 years of experience in consumer lending, branch operations and team leadership. Skilled in processing loans, resolving member issues and maintaining cash controls. Adept at ensuring compliance with financial regulations. Seeking to bring a strong service mindset and operational knowledge to a banking role.
Overview
6
6
years of professional experience
2021
2021
years of post-secondary education
Work History
Branch Representative
Texas Bay Credit Union
Houston
01.2024 - Current
- Assisted customers with account inquiries and transaction processing.
- Managed daily branch operations and maintained compliance with regulations.
- Collaborated with team members to enhance customer service protocols.
- Processed loan applications and documented necessary client information.
- Responded promptly to customer inquiries via email or telephone.
- Resolved customer complaints in a timely manner.
- Identified opportunities to refer clients to other areas of the bank for additional services or products offered by the bank.
- Cross-sold bank products such as loans and credit cards to existing customers.
- Processed deposits, withdrawals, payments, transfers, loan applications, and other financial transactions accurately.
Associate Banker- ME
JPMorgan Chase
Baytown
12.2020 - 12.2023
- Managed client relationships and provided exceptional customer service in banking transactions.
- Assisted clients in navigating banking products and services to meet their needs.
- Processed account openings, closings, and maintenance efficiently and accurately.
- Maintained compliance with regulatory requirements during all banking operations.
- Collaborated with team members to streamline workflow and improve service delivery.
- Provided support in resolving client inquiries and issues promptly and effectively.
- Educated customers about the features and benefits of different types of banking products offered by the bank.
Manager
Taco Bell
Channelview
04.2019 - 05.2021
- Led and motivated a high-performing team to ensure service goals
- Leveraged daily performance reports to create and implement action plans
- Oversaw store operations to ensure regulatory and procedural compliance
Education
Channelview High School
Channelview, TxSkills
- Consumer loan processing and documentation
- Cash handling and balancing
- Customer service and conflict resolution
- Financial transaction accuracy
- Regulatory compliance awareness
- Sales and cross-selling techniques
- Team collaboration
- Problem solving
- Effective communication
- Bilingual in Spanish
Timeline
Branch Representative
Texas Bay Credit Union
01.2024 - Current
Associate Banker- ME
JPMorgan Chase
12.2020 - 12.2023
Manager
Taco Bell
04.2019 - 05.2021
Channelview High School