Susana Martinez
Brewster
Summary
I have 8+ years in banking and I have grown in my current role as personal banker I'm experienced in customer Service and banking. I have strong skills in relationship building, regulatory compliance and transaction processing. Proven ability to manage accounts, handle cash, and educate clients on financial products. I would not only carry all my skills into the new role of Universal Representative 1 but enjoy showing and implementing them into any job or new role. I really pride in my work ethic and hope that I'm great for this position.
Overview
13
13
years of professional experience
Work History
Personal Banker
Wheatland Bank
Brewster, WA 98812
10.2018 - Current
- Developed Relationships with customers through timely follow up, sound voice, and quality service.
- Identified customer needs by actively listening and asking questions to determine appropriate product offerings.
- Maintained Knowledge of bank products, services, policies, procedures, and regulations.
- Educated customers on how to use banking products, services, policies, procedures, and regulations.
- Identified cross-selling opportunities and recommended banking products and services to customers.
- Responded promptly to emails or phone calls from customers regarding account inquiries or concerns.
- Helped new and existing clients open personal accounts and resolve issues related to ATM Machines and online banking.
- Assisted customers with loan applications and credit card.
- Processed deposits, withdrawals, transfers, payments, check cashing and other transactions accurately and efficiently.
- Monitored banking regulations and maintained compliance with all banking and financial policies.
- Informed customers of procedures for applying for services, such as ATM cards, Direct Deposit of checks and certificates of deposit.
- Executed Wire transfers of funds.
- Performed teller duties as required.
- Investigated and correct errors upon customers request, accorded to customer, and bank records.
- Trained junior staff on banking procedures, promoting operational efficiency and accuracy.
- Collaborated with team members to achieve branch goals, driving overall performance improvements.
- Led initiatives for community outreach programs, strengthening bank's presence in local markets.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Achieved recognition for outstanding customer service, setting benchmark for colleagues.
- Enhanced digital banking adoption among clients with targeted education initiatives.
Supervisor
Walmart
Chelan, WA
03.2013 - 05.2017
- Managed scheduling and staffing to ensure optimal coverage during peak hours and events.
- Quickly and accurately counted drawers at start and end of each shift.
- Built positive relationships with customers to increase repeat business.
- Maintained a safe working environment, ensuring that all employees adhered to company policies and regulations at all times.
- Improved customer satisfaction by efficiently handling cash transactions and addressing customer concerns.
- Resolved customer issues for front-line and departments throughout store by employing strong operations knowledge and problem-solving abilities.
- Maximized efficiency in checkout lines by effectively managing cashier schedules during peak hours.
- Reduced transaction errors with thorough daily audits of cash drawers and regular monitoring of cashier performance.
- Supervised cashier team, ensuring exceptional customer service and efficient transaction processing.
Education
High School Diploma -
Brewster High School
Brewster, WASkills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Positive attitude
- Cash handling
- Fraud prevention
- Banking policies and procedures
- Account maintenance
- English and Spanish fluency
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker
Wheatland Bank
10.2018 - Current
Supervisor
Walmart
03.2013 - 05.2017
High School Diploma -
Brewster High School