MONICA MARQUEZ
Missouri City,USA
Summary
Accommodating Personal Banker committed to maintaining high customer service ratings and presenting professional image. Experienced in expertly handling over 40 banking transactions per day and interacting with customers in friendly, courteous manner. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Wealth Support Specialist
Truist
Houston, TX
01.2023 - Current
- Maintained detailed records of all customer interactions in order to ensure accuracy and compliance.
- Resolved customer inquiries promptly and effectively while adhering to company policies and regulations.
- Analyzed customer portfolios for risk management purposes and recommended strategies for mitigating risk exposure.
- Collaborated with internal departments such as operations, technology, legal, compliance, audit on projects related to client services or product development.
- Participated in seminars, webinars, conferences related to private banking industry updates and trends.
- Reviewed documents submitted by customers for accuracy before processing transactions.
- Provided support during audits conducted by external auditors or regulators.
- Attended weekly meetings with senior management team members to discuss current issues or initiatives related to private banking business activities.
- Researched new products and services in the wealth management industry.
- Maintained detailed records of client accounts, transactions, and associated documents.
Branch Relationship Banker
Amegy Bank
HOUSTON, TX
07.2022 - Current
- Opened, changed and closed customer accounts.
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Integrated marketing promotions and programs into conversations to educate and inform customers.
Assistant Branch Manager
PNC
Houston, TX
01.2022 - 05.2022
- Monitored daily operations and supported Branch Manager in necessary duties.
- Provided bank leadership in absence of branch manager.
- Trained and mentored highly effective teams to meet corporate service standards.
- Developed strategy to achieve target sales goals.
- Built client rapport through frequent individualized recommendations for financial products and services.
- Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options.
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Networked within communities to identify and capitalize on business opportunities.
- Evaluated budget plans and current costs to project trends and recommend updates.
- Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
- Planned and coordinated risk mitigation strategies to protect company assets.
Branch Banker
PNC
Houston, TX
10.2021 - 01.2022
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
- Profiled customers effectively to identify needs and match bank products.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Provided bank leadership in absence of branch manager.
- Trained and mentored highly effective teams to meet corporate service standards.
- Developed strategy to achieve target sales goals.
Financial Solutions Consultant
BBVA Compass Bank/ PNC
Houston, TX
07.2021 - 10.2021
- Resolved customer account and billing problems.
- Made targeted product and service recommendations based on customer needs.
- Set up appointments for additional support.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Personal Banker
FROST BANK
HOUSTON, TX
09.2019 - 06.2021
- Recommending and explaining banking services and products to clients based on their needs.
- Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
- Presenting and selling banking services and products to existing and prospective clients.
- Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
- Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
- Performing administrative duties, such as data entry, as needed.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
- Prepare and verify cashier's checks.
- Sort and file deposit slips and checks.
- Identify transaction mistakes when debits and credits do not balance.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Count, verify, and post armored car deposits.
Bank Teller
FROST BANK
HOUSTON, TX
02.2019 - 09.2019
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
- Prepare and verify cashier's checks.
- Sort and file deposit slips and checks.
- Identify transaction mistakes when debits and credits do not balance.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Count, verify, and post armored car deposits.
Store Manager
STRIDE RITE
HOUSTON, TX
06.2015 - 03.2017
- Greet and help customers meet their needs Customer service Complete e-commerce transactions Open and/or close store Coach and train associates Create flexible schedules and manage payroll Handle multiple cash registers and daily cash/ check deposits Conduct interviews frequently Gather customer information for loyalty program Partner with loss prevention and control inventory Responsible to meet sale goals every quarter Travel to train other managers Attend weekly conference calls and monthly meetings Follow up with customers regarding shopping experience Conduct corporate visits.
Associate/ Assistant Manager
Stride Rite
Houston, TX
03.2013 - 06.2015
- Greet and help customers meet their needs Open and/or close store Coach part-time associates Handle cash register and daily deposits Interview potential associates Interview potential associates Gather customer information for loyalty program.
Associate
Stride Rite
Houston, TX
04.2012 - 03.2013
- Greet and help customer meet their needs Open and/ or close store Handle cash register and daily deposits.
Education
A.S - Nursing Candidate
HOUSTON COMMUNITY COLLEGE
2022
Skills
- Computer skills
- OSHA Certified
- Coach
- Strong communication skills
- Customer service
- Data entry
- Inventory
- Leadership skills
- Loss prevention
- Customer satisfaction
- Cash vault audit
- Strong sense of banking ethics
- Banking operations
Certification
OSHA Certified CREDENTIALSANDLICENSES
Languages
Spanish- Business level speaking, reading, and writting Leadership skills
References
RYELAND BROUSSARD, DISTRICT MANAGER, STRIDE RITE
(832) 418-0280 - ryeland.broussard@gmail.com - Former Supervisor
MICHAEL JOHNSON, FINANCIAL CENTER MANAGER, FROST BANK
(281) 300-7214 – michael.johnson@frostbank.com - Former Manager
ANTHONY HUYNH, BANKING CENTER MANAGER, AMEGY
(713) 232-6630 – anthony.huynh2@amegybank.com - Former Manager
NATASHA CELESTINE, REGION SUPPORT LEADER, TRUIST
(212) 757-2497 –natasha.celestine@truist.com- Manager
CHELSEA RODRIGUEZ, ONBOARDING ANALYST, TRUIST
(713) 265-6822 – chelsea.rodriguez@truist.com - Teammate
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Wealth Support Specialist
Truist
01.2023 - Current
Branch Relationship Banker
Amegy Bank
07.2022 - Current
Assistant Branch Manager
PNC
01.2022 - 05.2022
Branch Banker
PNC
10.2021 - 01.2022
Financial Solutions Consultant
BBVA Compass Bank/ PNC
07.2021 - 10.2021
Personal Banker
FROST BANK
09.2019 - 06.2021
Bank Teller
FROST BANK
02.2019 - 09.2019
Store Manager
STRIDE RITE
06.2015 - 03.2017
Associate/ Assistant Manager
Stride Rite
03.2013 - 06.2015
Associate
Stride Rite
04.2012 - 03.2013
A.S - Nursing Candidate
HOUSTON COMMUNITY COLLEGE
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