Shauni Albarez
Lubbock,TX
Summary
A driven, self-motivated, and professional person with more than six years of banking and customer service experience.
Overview
11
11
years of professional experience
Work History
Senior Relationship Banker
Vista Bank
10.2023 - Current
- Assist clients with day-to-day banking transactions.
- Help clients in person or over the phone with debit card or online banking service issues.
- Established new accounts in compliance with bank policies and procedures, and assist clients with opening new accounts, CDs, IRAs, HSAs, and savings accounts.
- Assist my management team with any duties they need.
- Input outgoing wire information and verify wire with clients.
- Maintain a balanced cash drawer.
- Researched and responded to customer inquiries regarding banking products and services.
- Coordinated with other departments to ensure timely processing of customer transactions.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
New Accounts Representative
Valley Bank of Commerce
03.2014 - 08.2020
- Opened new accounts, managed accounts for existing customers, processed loan payments, withdrawals, and deposits.
- Assisted customers with safe deposit boxes, answered telephone inquiries, and assisted the loan department with document preparation.
- Six months of teller experience before being promoted to head teller.
- Followed with two months of head teller experience before being promoted to new accounts representative.
- Skilled in managing bill pay, ordering new debit cards, processing debit card disputes, and helping with debit card issues - fraudulent charges
- Was a direct assistant to administrators for general ledger keeping, loan processing, amongst many other duties.
Education
Clovis High School -
Clovis High School
Clovis, New Mexico05.2010
Skills
- Account management
- Phone etiquette
- CRM software
- Data entry
- Money Handling
- Customer Service-Oriented
References
- Juanita Holland, (806) 773-4447
- Jennifer Sanchez, (575) 626-4741, former supervisor
- Tracy Tucker, (575) 914-5959, former co-worker
Timeline
Senior Relationship Banker
Vista Bank
10.2023 - Current
New Accounts Representative
Valley Bank of Commerce
03.2014 - 08.2020
Clovis High School -
Clovis High School
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