Miriam Atilano
Modesto,CA
Summary
Reliable professional with background in financial transactions, known for high productivity and efficient task completion. Possess key specialized skills in cash handling, customer service, and fraud detection which contribute to maintaining accuracy and promoting client trust. Excel in communication, problem-solving, and time management, ensuring seamless operations and positive customer experiences.
Overview
9
9
years of professional experience
Work History
MXR
MOCSE Credit Union
Modesto, CA
04.2023 - 09.2024
- Advised customers on bank products, services and financial planning options.
- Identified financial needs of customers and presented appropriate product and service options.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Modified, opened and closed customer accounts.
- Processed maintenance, operations and correspondence for new and existing accounts.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Explained the various types of loans available and advised on the best product suited for customer's needs.
- Submitted loan applications to underwriting department for review and approval process.
- Monitored progress of each loan application from start to finish ensuring timely completion.
- Assisted borrowers with questions regarding their loans after closing.
- Updated customers regularly on status of their loans throughout the processing period.
Relationship Banker
Bank of America
01.2021 - 12.2022
- Open new accounts.
- Enroll the client in Online Banking or mobile banking.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Modified, opened, and closed customer accounts.
- Manage the lobby.
- Take in check deposits with iPad.
- Review account with clients.
- Meet financial needs.
- Recommend products to clients.
- Advised customers on bank products, services and financial planning options.
- Identified financial needs of customers and presented appropriate product and service options.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Opened and serviced accounts within authorized limits.
Bank Teller
Bank of America
San Jose, Ca
06.2017 - 01.2021
- Handle money carefully
- Make every transaction correctly
- Handle customer’s information carefully
- Scan the work end of day
- Learn the banks policies
- ATM deposit pull and add cash
- Vault balancing and preparing shipment
Sales Associate/Retail Assistant Manager
Radioshack
San Jose, CA
08.2015 - 05.2017
- I opened and closed the store, which included counting cash drawers and making bank deposits.
- Help customers select products that best fit their personal needs.
- Educated customers on product and service offerings.
- Built customer confidence by actively listening to their concerns and giving appropriate feedback.
- Organized store by returning merchandise to proper areas and restocked displays.
- Adapted sales strategies based on customer interactions and feedback to improve results.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Described merchandise and explained use, operation and care.
- Greeted customers and provided exceptional customer service.
- Handled customer complaints in a professional manner.
- Trained new team members in cash register operation, stock procedures, and customer services.
- Computed purchases and received and processed cash or credit payment.
Education
High School Diploma -
William C. Overfelt
01.2011
Some College (No Degree) -
University of Phoenix
Tempe, AZSkills
- Banking Best Practices
- Non-Profit Accounting
- Computer Skills
- Customer Service
- Spanish Speaker
- Leadership
- Relationship Building
- Training & Development
- Team building
- Multitasking
Languages
Spanish
Native/ Bilingual
Timeline
MXR
MOCSE Credit Union
04.2023 - 09.2024
Relationship Banker
Bank of America
01.2021 - 12.2022
Bank Teller
Bank of America
06.2017 - 01.2021
Sales Associate/Retail Assistant Manager
Radioshack
08.2015 - 05.2017
High School Diploma -
William C. Overfelt
Some College (No Degree) -
University of Phoenix
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