Leticia Valdez
Albuquerque,NM
Summary
Accomplished Universal Banker with a proven track record at New Mexico Bank & Trust, excelling in financial advising and customer relationship development. Demonstrated success in enhancing branch operations and customer satisfaction through strategic initiatives and achieving top performance metrics. Skilled in cash handling, fostering positive client interactions, and creating a friendly work environment.
Overview
5
5
years of professional experience
Work History
Universal Banker
New Mexico Bank & Trust
11.2023 - Current
- Develop and maintain customer relationships through identifying client needs, proactive outbound calling, and upholding high standards for all interactions
- Identify client's financial needs by having consultative conversations, asking questions, and making strong recommendations
- Facilitate smooth transactions by proficiently handling cash deposits, withdrawals, check cashing, and loan payments
- Collaborate with team members to meet branch performance metrics and create a positive work environment
- Research and resolve customer issues in a timely manner
Teller 1
State Employees Credit Union
08.2021 - 11.2023
- Processed customer transactions promptly, minimizing wait times
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
- Maintained cash drawer accuracy by implementing effective cash handling practices
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services
Assistant Manager
Hibbett Sporting Goods
12.2020 - 08.2021
- Established team priorities to develop and implement action plans to meet performance and service expectations
- Managed inventory levels and forecasted ordering needs
- Responsible for staff scheduling to ensure proper coverage and time-off requests were met
- Oversaw daily cash reconciliations
- Offered hands-on assistance to staff and customers
Customer Service Representative
Family Dollar
12.2019 - 12.2020
- Handled customer inquiries and suggestions courteously and professionally
- Stocked and organized store merchandise racks and displays to maintain a visually appealing environment
- Managed efficient cash register operations
- Maintained up-to-date knowledge of store sales, payment policies and security standards
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers
Education
High School Diploma -
West Las Vegas High School
Las Vegas, NM05.2019
Skills
Branch Operations
Cash Handling Proficiency
Financial Advising
Customer Service
Customer Relationships
Conflict Resolution
Timeline
Universal Banker
New Mexico Bank & Trust
11.2023 - Current
Teller 1
State Employees Credit Union
08.2021 - 11.2023
Assistant Manager
Hibbett Sporting Goods
12.2020 - 08.2021
Customer Service Representative
Family Dollar
12.2019 - 12.2020
High School Diploma -
West Las Vegas High School
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