Summary
Overview
Work History
Skills
Certification
Timeline
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Marina Santos Garcia

Maspeth ,NY

Summary

Detail-oriented banking professional with a focus on compliance adherence and problem-solving. Skilled in utilizing banking software to streamline processes and improve customer experience. Committed to delivering tailored financial solutions that meet diverse client needs. Dedicated employee, focused on customer satisfaction, and providing high-quality service. Determined to exceed expectations and take on higher responsibilities. Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
Brooklyn, NY
07.2023 - Current
  • Cultivated strong relationships with clients to understand their financial needs.
  • Provided personalized banking solutions to enhance customer satisfaction and loyalty.
  • Educated clients on various financial products and services available at the bank.
  • Conducted thorough assessments of client accounts for potential upgrades and services.
  • Maintained up-to-date knowledge of banking regulations and compliance requirements.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Participated in training and mentoring of new associates, assisting with onboarding .
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.

Associate Banker (Teller)

JPMorgan Chase
Queens , NY
05.2021 - 07.2023
  • Processed customer transactions efficiently and accurately at a leading financial institution.
  • Managed cash drawer and balanced daily transactions to ensure accuracy.
  • Collaborated with team members to maintain high levels of customer satisfaction.
  • Resolved customer complaints by providing effective solutions and support.
  • Adhered to bank policies and procedures to ensure compliance and security protocols.
  • Utilized banking software for transaction processing and account management tasks.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.

Operations Manager

The Gap
Astoria, NY
09.2015 - 04.2021
  • Supervised staff performance, providing guidance and training as needed.
  • Managed daily operations to ensure efficient workflow and resource allocation.
  • Monitored inventory levels, ensuring timely replenishment and accurate records.
  • Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
  • Managed scheduling, training and inventory control.
  • Resolved customer complaints in a timely manner while ensuring customer satisfaction remains at optimal levels.
  • Implemented innovative strategies that reduced operating costs while maintaining high levels of customer satisfaction.
  • Created detailed reports on the performance of individual departments within operations.
  • Planned delivery routing, team workflows, and promotional initiatives.
  • Presented performance and productivity reports to supervisors.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.

Tax Preparer Assistant

Liberty Tax Service
Queens , NY
01.2019 - 04.2019
  • Organized client files and ensured compliance with tax regulations.
  • Assisted tax preparers with data entry and client documentation.
  • Communicated with clients to gather necessary financial information.
  • Maintained confidentiality of sensitive client information at all times.
  • Collaborated with team members to streamline tax preparation processes.
  • Input data into the company's software for preparation of returns.
  • Prepared 1040EZ, 1040A and 1040 forms as well as supporting schedules A, B and C accurately and efficiently.
  • Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Computed taxes owed or overpaid for clients.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Organized files in an orderly fashion both electronically and physically according to established procedures.

Sales Associate

The Gap
Queens , NY
07.2013 - 09.2015
  • Maintained store appearance by organizing merchandise and displays.
  • Processed transactions accurately using point-of-sale systems.
  • Collaborated with team members to achieve sales goals.
  • Handled inventory management and restocked shelves as needed.
  • Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
  • Answered incoming telephone calls to provide store, products and services information.
  • Upsold additional items based on customer interests and needs.
  • Maintained records related to sales for store management.

Skills

  • Banking software
  • Compliance adherence
  • Customer onboarding
  • Customer relationship management
  • Effective communication
  • Performance reporting
  • Data entry accuracy
  • Financial planning
  • Relationship building and management
  • Problem-solving aptitude
  • Excellent communication
  • Time management
  • Communication skills
  • Multitasking
  • Problem-solving
  • Customer care experience
  • Active listening

Certification

  • SIE
  • Series 6
  • Series 63
  • Life and Health License
  • NMLS

Timeline

Relationship Banker

JPMorgan Chase
07.2023 - Current

Associate Banker (Teller)

JPMorgan Chase
05.2021 - 07.2023

Tax Preparer Assistant

Liberty Tax Service
01.2019 - 04.2019

Operations Manager

The Gap
09.2015 - 04.2021

Sales Associate

The Gap
07.2013 - 09.2015

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Marina Santos Garcia