Lesly Garcia
Alamo,Tx.
Summary
Professional with strong experience in financial services and customer relations, prepared for this role. Skilled in resolving customer inquiries, managing accounts, and providing tailored banking solutions. Consistently collaborates with teams to meet goals and adapts to evolving client needs. Strong communication, and problem-solving abilities. Goal oriented, dedicated to customer service motivated to maintain customer satisfaction and contribute to company success.
Overview
9
9
years of professional experience
Work History
Bank Customer Service Specialist
Wells Fargo Bank
12.2021 - Current
- Provided customers with high level of service, privacy and confidentiality, and friendly, welcoming attitude. Handled all transactional services, including bank deposits, monetary withdrawals, financial transfers, and other bank transactions. Accurately maintained records of each transaction and ensured all documentation and paperwork was place and within compliance.
- Processed daily transactions efficiently, ensuring accuracy and compliance with banking regulations.
- Assisted customers with inquiries, providing exceptional service and resolving issues promptly.
- Trained new tellers on operational procedures and customer service standards to maintain quality performance.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
Lead Branch Associate
BBVA BANK
05.2017 - 09.2021
- Mission deliver an exceptional client experience. Responsible for monitoring, follow up and reporting processes on the Teller Line. Specifically all functions related to the vault and ATM such as preparing, processing, and balancing incoming and outgoing shipments of currency. In addition perform all paying and receiving branch associate responsibilities. Ensure appropriate operational procedures and security standards are in place for the cash handling functions of the branch.
- Participate in all banking center sales, service and lobby management activities. Participate in all branch sales meetings. Through daily observation, identify areas of weakness and coach the branch associates to improve performance. Monitor and report security issues inside and outside the branch to management as appropriate and in compliance with security manual and safety standards.
Education
High School Diploma -
Donna High School
Skills
- Cash handling expertise
- Upselling services
- Compliance awareness
- Sales proficiency
- Client relations
- Scheduling
- Follow-up skills
- Product knowledge
- Team development
- Active listening
- Critical thinking
- Relationship building
Languages
English
Spanish
Timeline
Bank Customer Service Specialist
Wells Fargo Bank
12.2021 - Current
Lead Branch Associate
BBVA BANK
05.2017 - 09.2021
High School Diploma -
Donna High School