Monica Amberiz
Plant City,FL
Summary
Knowledgeable Universal Banker equipped to handle fast-paced banking work. Highly proficient in handling teller work, setting up accounts and handling cash vault. Focusing on customer needs with bank security requirements and sales targets.
Overview
9
9
years of professional experience
Work History
Banker
TD Bank
Plant City, FL
02.2023 - 09.2023
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Properly operating Cash Vault daily.
- Following up by phone with new and existing clients to discover their personal financial needs.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Performed daily opening and closing procedures as required by the bank.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Advised customers on bank products, services and financial planning options.
- Assisted customers by answering banking questions and recommending solutions.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Handled large volumes of currency quickly and accurately.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Built and maintained client relationships through quality, personalized interactions.
- Explained the features, benefits, and other incentives associated with each type of credit card offered by the company.
Universal Banker
Truist Bank
Mulberry, FL
01.2019 - 08.2019
- Properly operating Cash Vault daily
- Ordering/receiving money from Brinks
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Completed routine transfers, deposits and bill payments.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Assisted customers by answering banking questions and recommending solutions.
- Advised customers on bank products, services and financial planning options.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Completed daily cash balancing and operated ATMs.
- Modified, opened and closed customer accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Verified amounts and integrity of every check or funds transfer.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Following up by phone with new and existing clients to discover their personal financial needs.
Sales Associate
Ross Stores
Lakeland, FL
08.2017 - 01.2019
- Processed transactions using a point-of-sale system.
- Greeted customers and provided exceptional customer service.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Front End Supervisor as needed.
- Processed returns and exchanges.
Crew Member
Dunkin' Donuts
Plant City, FL
07.2014 - 04.2016
- Operating cash drawer daily.
- Provided excellent customer service to maintain a positive atmosphere for guests.
- Performed cashier duties such as taking orders, collecting payments and providing change.
- Kept restaurant lobby, front counter and restrooms neat and clean throughout shift.
- Provided prompt delivery of food and beverages to guests in a timely manner.
- Processed payments accurately using cash registers or point-of-sale systems.
Education
High School Diploma -
Simmons Career Center
Plant City, FL05-2015
Skills
- Exceptional customer service
- Strong sense of banking ethics
- Teller and banker background
- Strong Work Ethic
- Money handling
- Opening and Closing procedures
- Security understanding
- Assessing fraud potential
- Cross-Selling and Partner Referrals
- Relationship Building
- Products and Services Knowledge
- Promoting products
- Meeting Sales Goals
- Team Collaboration
- Drawer balancing
- Excellent communication skills
- Fraud identification
- Banking Product Knowledge
- Quality Control
- Teamwork and Collaboration
Timeline
Banker
TD Bank
02.2023 - 09.2023
Universal Banker
Truist Bank
01.2019 - 08.2019
Sales Associate
Ross Stores
08.2017 - 01.2019
Crew Member
Dunkin' Donuts
07.2014 - 04.2016
High School Diploma -
Simmons Career Center