MIGUEL BERVERA AMBRIZ

• Provide professional and responsive service and troubleshooting assistance to commercial clients utilizing Treasury Management Services including but not limited to:
• Online/Mobile Banking
• Positive Pay
• Remote Deposit
• Bill Payment
• Wires
• ACH
• Secure File Transfers/Enhanced Reporting functions
• Work hand-in-hand with internal teams to ensure the customers have an outstanding and reliable experience.
• Ensure that the implementation and delivery of products and services is completed within agreed upon timeframes, adhering to policies, procedures, and regulatory requirements.
• Customer training on product usage ensuring best practices are implemented.
• Process requests for maintenance and modifications to existing products and services.
• Collaborate with teammates and management in a resourceful, positive manner.
• Perform other daily operational tasks as assigned

• Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
• Documented conversations with customers to track requests, problems and solutions.
• Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
• Managed and updated physical and digital client account information to keep records accurate and current.
• Reviewed customer account information to determine current issues and potential solutions.
• Supported clients by handling service requests, answering questions and acting as consistent resource.

• Acted as a pivotal point of contact between bank branches regarding guidelines and practices.
• Verified amounts and integrity of every check or funds transfer.
• Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
• Managed customer referrals to help financial services team members capitalize on sales changes.
• Warmly welcomed customers and offered pleasant service during the entire transaction.
• Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
• Assisted with administrative tasks, including filing, and answering phones
• Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
• Maintained optimal financial controls by securing funds and making accurate transactions.
• Balanced daily cash deposits and vault inventory with zero error rate.
• Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
• Established new accounts and created memberships, resulting in increased loans and earnings for credit union.
• Helped customers open and close accounts

• Counted as much as $[60,000] in daily funds with manual and machine-assisted methods
• Served several customers each shift, remaining composed and professional even in high-stress situations
• Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills
• Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees
• Reconciled cash and checks against computer records at end of shift
• Entered transactions into computer and issued customer receipts
• Processed customer transactions, including loan payments, safe deposit boxes and check-cashing
• Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy

• Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
• Met with applicants to obtain information for loan applications and answer questions about processes.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.

• Counted cash in daily funds with manual and machine-assisted methods
• Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets
• Researched and resolved customer issues on personal savings, checking and lines of credit accounts
• Maintained optimal financial controls by securing funds and making accurate transactions
• Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
• Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish Atm's, maintain accounts and open new accounts
• Served various customers each shift, remaining composed and professional even in high-stress situations
• Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees
• Helped customers open and close accounts, apply for loans and make sound financial decisions
• Verified amounts and integrity of every check or funds transfer
• Offered every customer exceptional service levels by remaining friendly and professional during every transaction

• Verified amounts and integrity of every check or funds transfer
• Maintained optimal financial controls by securing funds and making accurate transactions
• Helped customers open and close accounts, apply for loans and make sound financial decisions
• Met or exceeded sales goals by promoting bank products and services in every interaction
• Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
• Kept teller window areas clean, organized and fully stocked
• Warmly welcomed customers and offered pleasant service during the entire transaction, which improved satisfaction ratings
• Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse

Greeted and assisted customers professionally and courteously.

• Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks
• Performed basic administrative tasks such as handling phone calls, inquiries, and emails, regarding banking products
• Served approximately [20] customers each shift, remaining composed and professional even in high-stress situations
• Completed monthly audits and managed overdraft reports
• Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees

• Ordered checks, placed stop payment orders and conducted additional special services for customers.
• Met or exceeded sales goals by promoting bank products and services in customer interactions.
• Directed specific questions to appropriate branch personnel.
• Issued and redeemed money orders, cashier checks, traveler's checks, and savings bonds.
• Entered customer transactions into computers to record transactions and issue computer-generated receipts.
• Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
• Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
• Kept teller window areas clean, organized and fully stocked.
• Reconciled cash and checks against computer records at end of shift.
• Entered transactions into computer and issued customer receipts.