Laura Perez
Los Osos,CA
Summary
Knowledgeable Universal Banker equipped to handle fast-paced banking work. Serves customers with expertise in business and personal banking. Highly proficient in handling teller work, setting up accounts and selling bank products.
Overview
7
7
years of professional experience
Work History
Universal Banker
Mechanics Bank Commercial Banking
Los Osos, CA
04.2017 - Current
- Assisted customers with online banking setup and troubleshooting issues.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Education
Associate of Arts - Computer Application And Office of Administration
Cuesta College
San Luis Obispo, CA05.2003
Associate of Arts - General Studies
Cuesta College
San Luis Obispo, CA03.2003
High School Diploma -
Morro Bay High School
Morro Bay, CA05.1997
Skills
- Problem-Solving
- Fraud Detection
- Friendly
- Excellent Communication Skills
- Organizational Skills
Languages
Spanish
Native/ Bilingual
Timeline
Universal Banker
Mechanics Bank Commercial Banking
04.2017 - Current
Associate of Arts - Computer Application And Office of Administration
Cuesta College
Associate of Arts - General Studies
Cuesta College
High School Diploma -
Morro Bay High School
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