Mikaela Pena
East Chicago,IN
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
10
10
years of professional experience
Work History
Associate Banker-ME
Chase Bank
Hammond, IN
07.2022 - Current
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Provided advice on different bank products and financial options.
- Balance teller drawers and ATM cash.
- Participated in ongoing professional development opportunities to enhance knowledge of industry trends, regulations, products, and services.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
Universal Banker
Teachers Credit Union
Whiting, IN
10.2021 - 07.2022
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Assisted borrowers in understanding the terms of their loans, answering any questions and providing guidance on available payment options to promote successful repayment plans.
Personal Banker
Chase JPMorgan
Hammond, IN
09.2018 - 09.2021
- Provide strong customer service, offering advice and sharing products and services to help clients meet their financial needs
- Open new accounts and assist with transactions needed
- Balance and add cash to ATM’s as needed
- Partner with specialist (Financial Advisors, Mortgage Bankers, and Business Relationship Managers,) to connect customers with experts who can help them with specialized financial needs
- Listen carefully and assist clients with their questions and issues
- Operate a cash drawer
- Perform maintenance on clients account (address change, fee dispute, verify transactions).
Service Supervisor
Peoples Bank
East Chicago, IN
06.2015 - 09.2018
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Oversaw currency shipments and deposits while adhering to strict safety guidelines.
- Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Reduced errors in transactions with vigilant attention to detail and adherence to banking regulations.
- Strengthened client relationships through exceptional service and proactive identification of financial needs.
Cashier/Shift Leader/Assistant Manager
Dunkin Donuts
East Chicago, IN
10.2014 - 03.2015
- The handling of cash from customers and employee deposits
- Oversees the routine maintenance on all company computers
- Educate and enforce company policies and procedures
- Handle and resolve customer disputes
- Promote and exemplify outstanding customer/guest service
- Assist manager with any and all duties as needed.
Education
High School Diploma/ College Prep/ Core 40 -
Central High School
East Chicago, IN06.2014
Skills
- Investment strategies
- Portfolio Management
- Loan Processing
- Financial Planning
- Analytical Thinking
- Creative Thinking
City
East Chicago
State
IN
Zip
46312
Skillsummary
- Excellent customer service and problem-solving skills
- Fast learner who takes initiative to work quickly and efficiently
- Experienced in working with hands-on projects
- Critical thinking skills
- Fluent in Spanish
Street
4021 Fir Street
References
References available upon request
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker-ME
Chase Bank
07.2022 - Current
Universal Banker
Teachers Credit Union
10.2021 - 07.2022
Personal Banker
Chase JPMorgan
09.2018 - 09.2021
Service Supervisor
Peoples Bank
06.2015 - 09.2018
Cashier/Shift Leader/Assistant Manager
Dunkin Donuts
10.2014 - 03.2015
High School Diploma/ College Prep/ Core 40 -
Central High School