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
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
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
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
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
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