Mary Tolbert
New Braunfels,TX
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Universal Banker
Moody Bank
New Braunfels, TX
06.2021 - Current
- Provide customer service to clients by answering questions, resolving complaints and processing transactions.
- Explain banking products & services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Assist customers with online banking setup & troubleshooting issues.
- Open new accounts, including checking accounts, savings accounts, certificates of deposit, and safe deposit box accounts.
- Monthly audits on push alarms, teller, safe deposit box and paperwork.
- Bi-weekly ATM balancing & monthly replenishing. Pull NSF & overdrawn reports.
- Process deposits, withdrawals, loan payments and other financial transactions.
- Cross-sell bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Attend meetings to discuss goals related to sales targets.
- Train & coach less experienced team members in procedures, compliance standards and performance strategies.
- Provide exceptional customer service while accurately processing routine transactions.
- Recommend appropriate loan products and services. Assist in the development of new processes and procedures related to consumer & Mortgage lending activities.
Personal Banker
Prosperity Bank
Odessa, TX
05.2019 - 05.2021
- Greeted customers upon entering the bank & directed them to appropriate personnel or services.
- Conducted account openings and closings for clients.
- Researched customer inquiries & reported findings in a timely manner.
- Responded promptly to customer emails, phone calls & requests for information.
- Performed daily balancing of cash drawer & reconciled discrepancies when necessary.
- Identified potential fraud risks on accounts & reported suspicious activities to management.
- Incoming & outgoing domestic & international wires
- Used product knowledge and abilities to execute consumer loans and other services.
- Maintained and built strong client relationships through quality, personalized interactions.
Sales Representative/Customer Service Representative
Thrifty Nickel Classifieds
Odessa, TX
04.2014 - 03.2019
- Generated new sales leads through cold calling.
- Negotiated pricing contracts with customers to maximize profits.
- Performed regular follow-ups with prospects to close deals in a timely manner.
- Multi-line phone system/relayed detailed messages.
- Maintained consistent sales by developing positive customer connections.
- Email & fax proof ads to customers.
- Used sales consultative approach to customers needs & recommend relevant offerings.
Assistant Manager
Payless
Odessa, TX
01.2011 - 02.2014
- Communicated issues & inefficiencies with store manager to create strategies & exceed sales goals.
- Maintained inventory accuracy by counting stock-on-hand & reconciling discrepancies.
- Delegated daily tasks to team members to optimize group productivity.
- Completed inventory audits to identify losses and project demand.
- Supervised daily operations including scheduling shifts, assigning duties.
- Basic computer skills, data entry & made regular night drop deposits.
Education
GED -
Odessa College
Odessa, TX08-2018
Skills
- Bilingual English & Spanish
- Document Preparation
- Excellent Customer service
- Teamplayer
- Communication
- Time management
- Payment Processing
Certification
- Referral - Lisa Hernandez, PH:361-550-1289, Prosperity Bank, Banking center President, Seguin, TX.
- NMLS License
- Notary certification
Timeline
Universal Banker
Moody Bank
06.2021 - Current
Personal Banker
Prosperity Bank
05.2019 - 05.2021
Sales Representative/Customer Service Representative
Thrifty Nickel Classifieds
04.2014 - 03.2019
Assistant Manager
Payless
01.2011 - 02.2014
GED -
Odessa College
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