Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Monica Morales

Des Moines,IA

Summary

Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Ready to bring 10 years' experience in related roles.

Overview

18
18
years of professional experience

Work History

Community Banker

Two Rivers Bank and Trust
Des Moines, Iowa
08.2022 - Current
  • Provided customers with financial advice and guidance on products such as savings accounts, checking accounts, certificates of deposit, and loans.
  • Identified customer needs and recommended appropriate banking services.
  • Opened new accounts for customers, including verifying identification and completing paperwork.
  • Maintained accurate customer records and updated account information as needed.
  • Resolved customer inquiries promptly and efficiently using problem-solving techniques.
  • Deposits and withdrawals and loan payments

Lead Bank Teller

Wells Fargo Bank
Des Moines, Iowa
03.2006 - 03.2014
  • Assisted in training new tellers on bank processes and procedures.
  • Provided guidance to other tellers when needed.
  • Maintained customer records, including account information and transaction history.
  • Resolved customer issues or referred them to the appropriate department for resolution.
  • Ensured compliance with all banking regulations and policies.
  • Processed deposits, withdrawals, transfers, loan payments, and check cashing transactions accurately and efficiently.
  • Balanced cash drawers daily and maintained accurate records of transactions.
  • Developed relationships with customers by providing exceptional service in a friendly manner.

Education

GED -

East High School
Des Moines, IA
02-2006

Skills

  • Account closings
  • Relationship building and management
  • Banking
  • Teller Support
  • Customer Service-Oriented
  • Community Relations
  • Creative Thinking
  • Cash Flow Management
  • Sales expertise
  • Employee Motivation
  • Cash Handling

Languages

Spanish
Professional

Timeline

Community Banker

Two Rivers Bank and Trust
08.2022 - Current

Lead Bank Teller

Wells Fargo Bank
03.2006 - 03.2014

GED -

East High School

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Monica Morales