Stephanie Escobar
Houston,TX
Summary
Experienced retail banker with comprehensive understanding of financial products, banking regulations, and customer service. Strengths include developing tailored financial solutions for customers, managing high-volume transactions, and handling complex issues with accuracy. Proven ability to build relationships with clients and work in fast-paced environments while maintaining the highest level of integrity and professionalism.
Overview
18
18
years of professional experience
Work History
Retail Banker III
Woodforest National Bank
Houston, TX
06.2019 - Current
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
- Developed marketing strategies for branch promotions aimed at increasing customer traffic.
- Tracked sales goals set by the branch manager and implemented plans accordingly.
- Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
- Assisted customers with applications to open new consumer and business accounts.
- Participated in community events related to banking education and outreach programs.
- Counted currency, coins and checks received to prepare for deposit or shipment to Federal Reserve Bank.
- Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
Payday Loan Office Manager
Cash Time Services
Houston, TX
05.2007 - 03.2019
- Completed thorough opening and closing functions to maintain operational standards each day.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Approved or denied loan applications and explained reasoning behind decisions.
- Verified client financial information to determine creditworthiness and loan eligibility.
Education
High School Diploma -
Jefferson Davis Sr High
Houston, TX05-2005
Skills
- Cash handling
- Vault teller operations
- Banking software
- Bank product sales
- Branch operations
- Spanish speaking
- New account setup
- Rapid 10-key data entry
- Exceptional customer service
- Attention to detail
- Reliability
Timeline
Retail Banker III
Woodforest National Bank
06.2019 - Current
Payday Loan Office Manager
Cash Time Services
05.2007 - 03.2019
High School Diploma -
Jefferson Davis Sr High