Monica Salinas
Devine,United States
Summary
Dependable New Accounts Representative/CSR/Teller with 7+ years' experience in banking/office administration. Organized, dependable, and detail-oriented team player with strong problem-solving skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Teller
Prosperity Bank
10.2024 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts.
- Supported team members during high-volume periods to ensure smooth operations and customer satisfaction.
- Executed wire transfers, stop payments and account transfers.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Expedited document processing with accurate data entry and timely filing.
New Accounts Representative, CSR, Teller
TXN Bank
12.2016 - 05.2024
- Presented new and additional products and services to existing customers.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Maintained customer records and updated account information.
- Verified customer identity and reviewed documentation for accuracy.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Responded to customer inquiries regarding new accounts and account services.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Accomplished multiple tasks within established timeframes.
- Cross-trained existing employees to maximize team agility and performance.
- Onboarded new employees with training and new hire documentation.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Assisted in organizing and overseeing assignments.
- Counted, verified and handled bank deposits and armored car transactions.
- Assisted with daily cash drawer, vault and cash machine(ATM) balancing.
- Processed various transactions with accuracy and according to bank standards and legal requirements.
- Addressed customer inquiries, requests and complaints with courtesy and professionalism.
- Trained and mentored new banking personnel on customer service strategies, supporting group performance goals.
- Investigated disputes and handled suspected fraud with diligence and attention to detail.
- Counted, verified and handled bank deposits and occasionally armored car transactions.
- Executed wire transfers, stop payments and account transfers.
- Performed vault, alarm and door duties to facilitate opening and closing of operations.
- Organized, sorted, and checked input data against original documents.
- Sorted documents and maintained organized filing process.
- Scanned documents and saved in database to keep records of essential organizational information.
- Created spreadsheets for more efficient recordkeeping.
- Completed data entry tasks with accuracy and efficiency.
Front Desk Receptionist
Holiday Inn Express & Suites
05.2011 - 04.2014
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Scheduled, coordinated and confirmed appointments and meetings.
- Answered multi-line phone system and transferred callers to appropriate department or staff member.
- Collected room deposits, fees, and payments.
- Completed data entry and filing to keep records updated for easy retrieval.
- Confirmed appointments, communicated with clients, and updated client records.
- Handled assignments independently with good judgement and critical thinking skills.
Office Assistant/Dispatcher Office Assistant
High Q Inc
01.2010 - 05.2011
- Completed clerical tasks such as filing, copying, and distributing mail.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Input data into spreadsheets and databases.
- Interacted with customers by phone, email, or in-person to provide information.
- Monitored vehicle locations to coordinate timely arrivals.
- Tracked and monitored vehicle performance and maintenance.
Education
Associate of Applied Science - Accounting Technology
San Antonio College
San Antonio, TX01-2027
Skills
- Customer Service and Assistance
- Manage Customer Accounts
- Effective Customer Communication
- Microsoft Office
- Administrative and Office Support
- Customer Data Confidentiality
- Banking Operations Knowledge
- Data Entry
- Accurate Recordkeeping
- Strong interpersonal skills
- Excellent multitasking capability
- Excellent time management skills
- Money handling abilities
- QuickBooks knowledge
Certification
- Quickbooks ProAdvisor Certification - Earned 2024
Timeline
Teller
Prosperity Bank
10.2024 - Current
New Accounts Representative, CSR, Teller
TXN Bank
12.2016 - 05.2024
Front Desk Receptionist
Holiday Inn Express & Suites
05.2011 - 04.2014
Office Assistant/Dispatcher Office Assistant
High Q Inc
01.2010 - 05.2011
Associate of Applied Science - Accounting Technology
San Antonio College
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