Monalisa Herrera
San Antonio,Tx
Summary
Results-driven Relationship Consultant with expertise in managing high-value client accounts and banking needs. Demonstrates a consistent track record of surpassing sales goals through effective dispute resolution and compliance management, supporting a top-performing portfolio averaging $65 million in assets.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Portfolio & Account Management
Texas Capital Bank
07.2022 - 06.2026
- Portfolio & Account Management, managed daily banking transactions with accuracy and attention to detail, overseeing vault cash, cash handling, transaction correction, and customer disputes while maintaining compliance with banking procedures.
- Managed daily banking transactions with accuracy and attention to detail
- Supervised vault cash operations to ensure security and accuracy.
- Executed cash handling procedures, ensuring accuracy in transactions.
- Performed transaction corrections to resolve discrepancies in accounts.
- Resolved customer disputes by addressing concerns and clarifying issues to enhance customer satisfaction.
- Maintained compliance with banking procedures to uphold operational integrity.
- Onboarded new hires at various locations, ensuring proper training and integration into the team.
New account opening/closing
Woodforest National Bank
01.2020 - 07.2022
- Facilitated new account openings and closings, surpassing sales goals through effective promotion of banking products and services.
- Surpassed sales goals by effectively promoting banking products and services.
- Resolved customer disputes to improve satisfaction and strengthen relationships.
- Processed cash deposits and withdrawals
- Daily transactions
- Maintained vault inventory for effective asset tracking and organization.
Managed daily operations
First Convenience Bank
11.2014 - 01.2020
- Coordinated employee scheduling to ensure optimal coverage during peak hours.
- Managed daily operations, audits, scheduling, and teller balancing.
- Conducted financial audits to ensure compliance with regulations.
- Serviced ATM machines, maintaining operational efficiency and minimizing downtime.
- Oversaw maintenance and visual presentation of ATM installations to enhance customer experience.
- Trained new employees on company policies and procedures.
- Teller balancing
Education
High School Diploma -
E.L Broady Academy
San Antonio, TexasSkills
- Portfolio management
- Risk auditing
- AML compliance
- SAR reporting
- Business development
- Cross-selling and referrals
- Relationship management
- Customer loyalty
- Dispute resolution
- Salesforce proficiency
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft Teams
Areas Of Expertise
Portfolio Management, Business Development, Cross-Selling & Referrals, Relationship Management, Relationship Building, Client Retention, Regulatory Compliance & AML/KYC, Risk Mitigation & Auditing, Branch Cash Operations, Transaction Verification & Processing, Dispute Resolution & Escalation, SAR, SAQ, FiServ, Salesforce, Signature Desktop, Excel, Word, Outlook, Teams, Connected Teller, Branch Capture
Certification
- CPR A and B Certified- Year 2024-2026- Texas Capital Bank
- AED Level A and C Year 2024-2026- Texas Capital Bank
Accomplishments
- Assistant Branch Manager of the Year 2018
- Promoted Year 2015- First Convenience from RB 1 to RB2
- Promoted Year 2016- First Convenience from RB 2-Supervisor to year 2016
- Promoted Year 2017 from Supervisor to Assistant Branch Manager
Affiliations
- Volunteer 2024-2026- Junior Achievement
- Volunteer- Habitat of Humanity-2025
- Volunteer Yearly Blue Santa 2022-2025
Timeline
Portfolio & Account Management
Texas Capital Bank
07.2022 - 06.2026
New account opening/closing
Woodforest National Bank
01.2020 - 07.2022
Managed daily operations
First Convenience Bank
11.2014 - 01.2020
High School Diploma -
E.L Broady Academy