Mary Morales
ODESSA,Texas
Summary
Committed Personal Banker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
11
11
years of professional experience
Work History
Member Service Representative
Complex Community Credit Union
Odessa , TX
02.2023 - Current
- I provide support to members regarding account inquiries, process transactions, and resolve issues.
- I also assist with the opening of new accounts and process account maintenance requests.
- I answer incoming calls regarding membership benefits and services as well as end of day debit card balancing
- Greet customers in a friendly and professional manner.
Personal Banker
Frost Bank
ODESSA , Texas
03.2021 - 09.2022
- Provided coverage in Personal Banking and Teller Services while meeting Consumer Banking Performance Standards.
- Assisted customers in opening and closing accounts, as well as loan applications.
- Expanded customer relationships by maintaining regular follow-up processes and rapport and by educating and advising customers on deposit, loan and fee-based products
- Assisted customers with customer service issues and account maintenance; providing all teller services, which includes accepting deposits, payments, check cashing in compliance with established bank policies and procedures
- Maintained proper cash on hand and prepared daily settlement of teller cash and proof transactions; and managed risk while actively practiced loss prevention.
Bank Teller
Frost Bank
ODESSA , Texas
09.2020 - 02.2021
- Provided teller services while meeting Consumer Banking Performance Standards and provided quality customer service
- Conducted all credit and debit transactions in compliance with established bank policies and procedures; maintained proper cash on hand and prepared daily settlement of teller cash and proof transactions; and managing risk while actively practicing loss prevention
- Performed additional customer services, such as filling change order requests; wire transfers; bankcard advances; and exchanging negotiable instruments
Customer Service Specialist
Sewell Ford
Odessa , TX
10.2013 - 10.2018
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Upheld quality control policies and procedures to increase customer satisfaction.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Processed documentation and troubleshot discrepancies to build client rapport.
- Explained benefits, features and recommendations to maximize client retention.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
Education
High School Diploma -
Odessa High School
Odessa, TX06.1995
Some College (No Degree) - Computer Network Information Technology
Odessa College
Odessa, TXSkills
- Bilingual-English and Spanish
- Microsoft Office applications
- Microsoft Teams
- Account Verification and Reconciliation
- Planning & Organizing
- Customer Service
- Transaction Processing
- Regulatory Compliance
- Verbal and Written Communication
- Attention to Detail
- Relationship Building
- Financial Statements Preparation
- Banking Policies and Procedures
- Financial Strategy Management
- Safe Deposit Box Oversight
- Cash Vault Audit
- Notary Services
- Professional Appearance
- Branch Operations
- Positive Attitude
- Interpersonal Skills
- Self-Motivated
- Financial Product Expertise
Timeline
Member Service Representative
Complex Community Credit Union
02.2023 - Current
Personal Banker
Frost Bank
03.2021 - 09.2022
Bank Teller
Frost Bank
09.2020 - 02.2021
Customer Service Specialist
Sewell Ford
10.2013 - 10.2018
High School Diploma -
Odessa High School
Some College (No Degree) - Computer Network Information Technology
Odessa College
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