Margarita Tavarez
Bronx,NY
Summary
Results-oriented banking professional with over 18 years of experience in branch operations. Skilled in cash handling, team collaboration, and customer relationship management. Committed to utilizing extensive product knowledge to drive client satisfaction and operational efficiency.
Overview
1
1
Language
18
18
years of professional experience
Work History
Universal Banker Supervisor
Apple Bank
Bronx, New York
07.2008 - 08.2026
- Educated clients on various financial products and services, empowering them to make informed decisions.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Assisted customers with account inquiries and banking services to ensure satisfaction.
- Resolved customer complaints by employing effective communication and problem-solving techniques, ensuring customer satisfaction.
- Collaborated with team members to enhance customer service delivery and address client needs effectively.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Ensured daily cash balance matched records to maintain financial integrity. and operated ATMs.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
Education
Executive Bilingual Secretary -
Universidad Tecnologica De Santiago
Santo Domingo Dominican Republic07-1989
Skills
- Customer account setup
- Financial advising
- Financial transactions
- Automated banking systems
- Branch operations
- Client relationship management
- Product knowledge
- Team collaboration
- Effective communication
- Customer needs assessment
Languages
Spanish
Full Professional
Timeline
Universal Banker Supervisor
Apple Bank
07.2008 - 08.2026
Executive Bilingual Secretary -
Universidad Tecnologica De Santiago