Maribel Luna
Paso Robles,CA
Summary
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
11
11
years of professional experience
Work History
Universal Banker
Mechanicsbank
Atascadero, California
06.2024 - Current
- Answered telephone inquiries regarding account balances, fees or general information.
- Verified customer identity through driver's license or other forms of identification.
- Supported the implementation of new systems related to banking operations.
- Researched account discrepancies or errors identified during audits or reviews.
- Assisted customers with setting up direct deposits for their payroll checks.
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Assisted customers with online banking setup and troubleshooting issues.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Advised customers on how to use mobile banking applications effectively.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Completed daily cash balancing and operated ATMs.
- Modified, opened and closed customer accounts.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Processed general ledger tickets for expenses and fee income.
Accounting Assistant
Donati Family Vineyard
Templeton
01.2024 - Current
- Assisted with accounts receivable activities such as invoicing, collections, and deposits.
- Reviewed customer accounts to ensure accuracy of billing information and payment terms.
- Entered data into accounting software programs such as QuickBooks or Sage 50 Accounting Software.
- Answered questions from customers regarding their billing or payment status.
- Researched discrepancies between invoices, purchase orders, packing slips.
- Monitored inventory levels to ensure adequate supplies are available.
- Sorted documents, matching supporting invoices to procurement documents and verifying invoices for payment.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Matched orders with invoices and recorded required information.
Lead Scheduling Coordinator
Paso Robles Glass
Paso Robles, CA
07.2021 - 11.2023
- Scheduling and dispatch for all jobs
- Prepared reports detailing current status of newly sold jobs and current projects.
- Followed prescribed list of questions and provided appropriate responses to get and give information during scheduling calls.
- Implemented departmental policies and standards in conjunction with management to streamline internal processes.
- Organized training sessions on proper scheduling techniques for new hires.
Member Services Representative
Mechanics Bank
Paso Robles, CA
04.2020 - 07.2021
- Balanced daily cash deposits and vault inventory with zero error rate.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Performed daily reconciliation of teller drawer within established limits.
- Identified transaction errors when debits and credits did not balance.
Administrative Assistant
Viborg Sand & Gravel
Paso Robles , CA
06.2019 - 04.2020
- Maintained records of all incoming and outgoing credit card payments.
- Calculated accurate wages, including overtime, salary increases and bonuses.
- Liaised with departments to maintain information in payroll and time and attendance systems.
- Generated periodic reports on account balances, transfers, payments.
- Conducted research on discrepancies related to customer deposits.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
Operations Assistant
Bank of the Sierra
Paso Robles , CA
04.2014 - 05.2019
- Assisted with the development of processes and procedures related to operations management.
- Assisted with training of new employees, offering constructive feedback on completion of job tasks.
- Utilized software programs such as Excel, Word, Access, for data entry, analysis and reporting purposes.
- Monthly Branch Certifications and Teller Audits
- BSA Compliance Trainer for all incoming employees
- Performed opening and data entry of new accounts into banking system database.
- Processed customer deposits, withdrawals, transfers, loan payments, and other transactions.
Education
High School Diploma -
Paso Robles High School
Paso Robles, CA06-2006
Skills
- Interpersonal Relationships
- Strong Work Ethic
- Program Organization
- Customer Engagement and Support
- Invoice Verification
- Customer Service
- Administrative Support
- Regulatory Compliance
- Data Entry
- Accounts Payable and Receivable
Timeline
Universal Banker
Mechanicsbank
06.2024 - Current
Accounting Assistant
Donati Family Vineyard
01.2024 - Current
Lead Scheduling Coordinator
Paso Robles Glass
07.2021 - 11.2023
Member Services Representative
Mechanics Bank
04.2020 - 07.2021
Administrative Assistant
Viborg Sand & Gravel
06.2019 - 04.2020
Operations Assistant
Bank of the Sierra
04.2014 - 05.2019
High School Diploma -
Paso Robles High School