Monica Ortiz
7347 N Sandrini Ave
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
19
19
years of professional experience
Work History
Bank Teller
Educational Employees Credit Union
Clovis, CA
11.2021 - Current
- Processed member transactions accurately and efficiently, ensuring high levels of customer satisfaction.
- Managed cash drawer, balancing daily transactions to maintain financial integrity.
- Assisted members with account inquiries, providing knowledgeable support and solutions.
- Promoted credit union products and services, enhancing member engagement and satisfaction.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Counted and packaged currency and coins.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Monitored inventory levels of mailing supplies and re-ordered as necessary.
- Safeguarded sensitive information through proper handling of confidential correspondence according to company policies.
- Processed and organized incoming mail for distribution to appropriate departments.
Key Holder
Save Mart
Fresno, CA
08.2007 - 11.2021
- Managed opening and closing procedures, ensuring store security and cash handling accuracy.
- Implemented inventory management strategies to optimize stock levels and reduce shrinkage.
- Conducted regular audits of merchandise displays to maintain compliance with company standards.
- Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.
- Managed store personnel by delegating tasks and supervising daily operations.
- Streamlined inventory management, ensuring accurate stock levels and timely replenishment of merchandise.
- Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
- Ensured compliance with all company policies and procedures, minimizing risk and protecting assets.
- Trained and supervised staff on customer service best practices and operational protocols.
Education
High School Diploma -
Hoover High School
Fresno, CA06-2005
Skills
- Attention to detail
- Professionalism and courtesy
- Money handling
- Workplace safety
- Filing systems
- Multitasking
- Reliability
- Listening and comprehension
- Data entry efficiency
- Sales and Cross-selling
- Data inputting
- Problem-solving
- Clear communication
- Team collaboration
- Maintaining equipment
Timeline
Bank Teller
Educational Employees Credit Union
11.2021 - Current
Key Holder
Save Mart
08.2007 - 11.2021
High School Diploma -
Hoover High School