Stephanie Valladares
Chicago,IL
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
6
6
years of professional experience
Work History
Accountant Admin
Northwest Insurance
Chicago, IL
02.2022 - Current
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Performed general ledger reconciliations on a timely basis.
- Monitored cash flows and prepared weekly cash projections.
- Examined financial statements and income statements to review company's financial performance.
- Posted financial data in Excel spreadsheets and managed inventory.
- Analyzed balance sheets for mistakes and inaccuracies.
Relationship Banker
Bank of America
Berwyn, IL
11.2020 - 02.2022
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Identified financial needs of customers and presented appropriate product and service options.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Performed a supporting role as a teller to meet and exceed our goals
- Promoted to cash vault supervisor
Teller
Byline Bank
Oak Park, IL
01.2018 - 10.2020
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Handled large volumes of currency quickly and accurately with minimal errors.
Education
Some College (No Degree) -
Dominican University
River Forest, ILSkills
- Financial Reporting
- Financial Analysis
- Auditing
- Cash Flow Management
- Account Reconciliation
- Bank Reconciliation
Languages
Spanish
Native/ Bilingual
Timeline
Accountant Admin
Northwest Insurance
02.2022 - Current
Relationship Banker
Bank of America
11.2020 - 02.2022
Teller
Byline Bank
01.2018 - 10.2020
Some College (No Degree) -
Dominican University
Similar Profiles
Jennifer JonesJennifer Jones
Licensed Independent Insurance Agent at Northwest Insurance AssociatesLicensed Independent Insurance Agent at Northwest Insurance Associates
Jennifer LezamaJennifer Lezama
Insurance Account Specialist at State Farm Insurance IncInsurance Account Specialist at State Farm Insurance Inc
Charlette ZookCharlette Zook
Account Manager at Guardian Insurance Northwest INCAccount Manager at Guardian Insurance Northwest INC
Skye NewsomeSkye Newsome
Customer Experience Champion II at VerizonCustomer Experience Champion II at Verizon
Jason FigueroaJason Figueroa
Firefighter at ELK MOUNTAIN HOTSHOTS Mendocino National ForestFirefighter at ELK MOUNTAIN HOTSHOTS Mendocino National Forest