Stephanie Contreras
Frisco,TX
Summary
Dynamic Senior Personal Banker with a proven track record at First Convenience Bank, adept in bilingual communication and exceptional customer service. Skilled in banking operations and sales, demonstrated through successful cross-selling strategies. Excelled in building relationships and driving business growth through strategic problem-solving and effective communication. Achieved significant client retention and satisfaction, underpinned by strong problem-solving and relationship-building skills.
Overview
4
4
years of professional experience
Work History
Senior Personal Banker
First Convenience Bank
The Colony, TX
04.2024 - Current
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Ensured compliance with all regulatory requirements, protecting both the bank's reputation and its customers interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Participated in community outreach events to promote the bank's brand and foster local business partnerships.
- Developed strategies to acquire new clients, expanding the bank's customer base and market share.
- Improved client retention rates by maintaining open lines of communication and addressing concerns promptly.
- Streamlined account opening processes for improved efficiency and reduced waiting times.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Followed up with customers to gather feedback and provide additional assistance.
- Cross-sold bank products and services to meet customer needs and provide options.
- Expanded client base by promoting new financial products.
- Balanced cash drawers on daily basis with zero discrepancies.
- Processed deposits, withdrawals and ACH transfers accurately to process smooth banking transactions for clients.
- Cross-sold credit cards, loans and other bank products.
- Executed wire transfers, stop payments and account transfers.
- Processed applications for new accounts.
- Educated customers on online banking and mobile banking applications.
- Established rapport with new clients to increase satisfaction and loyalty.
Cashier Team Lead
CVS Pharmacy
Frisco, TX
01.2022 - 12.2023
- Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
- Assisted customers by answering questions and fulfilling requests.
- Communicated with customers and team members to solve problems.
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Balanced cash drawers at the end of each shift, ensuring accuracy in financial reporting.
- Maintained a clean and inviting checkout area, contributing to an enjoyable shopping experience for customers.
- Resolved customer complaints professionally, maintaining a positive brand image and fostering customer retention.
- Developed strong relationships with repeat customers through friendly service interactions.
- Quickly and accurately counted drawers at start and end of each shift.
- Increased customer loyalty and retention.
- Performed cash, card and check transactions to complete customer purchases.
- Handled cash with high accuracy and took care to check bills for fraud.
- Learned duties for various positions and provided backup at key times.
Cashier
Chick-fil-A
Frisco, TX
01.2021 - 05.2021
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
Education
Cosmetology Diploma -
Ogle School
Dallas, TX03.2024
High School Diploma -
Frisco High School
Frisco, TX05.2019
Skills
- Bilingual in Spanish and English
- Exceptional customer service
- Excellent Communication
- Professionalism
- Adaptability
- Positive Attitude
- Honest and Dependable
- Reliable and Responsible
- Adaptability and Flexibility
- Problem-Solving
- Relationship Building
- Teamwork and Collaboration
- Multitasking Abilities
- Organizational Skills
- Time Management
- Attention to Detail
- Sales expertise
- Cash Handling
- Cross-Selling and Upselling
- Branch operations
- Banking Policies and Procedures
- Rapport Building
- Product and Service Sales
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Personal Banker
First Convenience Bank
04.2024 - Current
Cashier Team Lead
CVS Pharmacy
01.2022 - 12.2023
Cashier
Chick-fil-A
01.2021 - 05.2021
Cosmetology Diploma -
Ogle School
High School Diploma -
Frisco High School