Rebeca Martinez
Saint Petersburg
Summary
Motivated bilingual professional dedicated to delivering exceptional member service and creating positive banking experiences. Strong communicator with proven ability to resolve issues efficiently, process transactions accurately, and build member loyalty. Skilled in problem solving, fraud mitigation, decision making, and maintaining product knowledge. Recognized for accuracy, efficiency, leadership support, coaching team members, and eagerness to learn and grow.
Overview
2027
2027
years of professional experience
Work History
Senior branch advisor
Achieva Credit Union
Dunedin
05.2024 - Current
- Educated members on financial products and services available.
- Resolved member issues through effective communication and problem solving.
- Provided training support to new staff on operational procedures.
- Work in a fast pace environment, where communication with other departments is crucial to assist our members professionally.
- Collaborated with management to enhance team performance and client satisfaction.
- Ensuring compliance with relevant laws and regulations related to banking operations.
- Managed cash handling and balanced daily transactions efficiently.
- Provided high level customer service while handling confidential financial matters.
- Complete monthly branch audits, operational task, and compliance reviews before deadlines
- Assist members with debt-related solutions, payment options, and account recovery plans while maintaining positive member relationships.
- Detect and prevent fraudulent activity on teller transactions, account activity, and in-office member interactions.
- Investigate suspicious transactions and escalate fraud concerns following internal procedures.
- Resolve branch general ledger discrepancies and balance operational accounts accurately.
- Submit and process ATM disputes, provide Provisional credit on members claims
- Order branch cash supply and maintain vault cash levels in compliance with policy.
Food Service Worker
Chilis's Bar and Grill
Saint Petersburg
10.2020 - 06.2021
- Maintained cleanliness of dining area and kitchen equipment.
- Assisted in inventory management and stock replenishment.
- Operated kitchen equipment safely and effectively.
- Collaborated with team members to ensure smooth service flow.
- Handled customer inquiries and resolved issues promptly.
- Supported training of new staff on food preparation procedures.
- Followed food safety regulations pertaining to sanitation, food handling and storage.
- Served meals to customers in a friendly and courteous manner.
- Operated cash register to process cash, check, and credit card transactions.
- Performed opening and closing duties such as setting up workstations with necessary supplies.
- Cleaned and sanitized work areas, equipment, utensils, dishes, and silverware.
- Greeted customers upon arrival in the dining area.
- Organized take-out orders for customers who requested them.
- Helped management stay on top of supply needs by sharing information about low or spoiled inventory.
Bank Teller
Wells Fargo
Saint Petersburg
- Processed customer transactions accurately and efficiently.
- Maintained cash drawer integrity through regular balancing.
- Collaborated with team members to improve workflow efficiency.
- Ensured compliance with banking regulations and policies daily.
- Addressed customer concerns promptly to enhance satisfaction levels.
- Trained new tellers on operational procedures and customer service standards.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Maintained confidentiality of bank records, transactions and customer information.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
Education
Florida Virtual
Orlando, FLSkills
- Bilingual (Spanish)
- Strong account analysis skills
- Attention to detail
- Quick to learn
- Risk mitigation
- Excellent computer skills
- Sales expertise
- Customer satisfaction
- Branch operations
- Excellent communication skills
- Stress tolerance
- Team interaction
- Maintaining clean work areas
- Reliable
- Positive attitude
- Time management
Languages
Spanish
Native/ Bilingual
Timeline
Senior branch advisor
Achieva Credit Union
05.2024 - Current
Food Service Worker
Chilis's Bar and Grill
10.2020 - 06.2021
Bank Teller
Wells Fargo
Florida Virtual