Susana Mata
Santa Fe,NM
Summary
Skilled Leader brings strong people skills to customer interactions. Honest, hardworking demeanor paired with always-accurate money-counting. Expertly meets new challenges with attention to detail and team spirit. Well-honed banking knowledge.
Overview
17
17
years of professional experience
Work History
Personal Banker
Wellsfargo Bank
Santa Fe, NM
09.2025 - Current
- Managed client relationships, enhancing customer satisfaction and loyalty through personalized service.
- Analyzed financial needs, recommending suitable banking products to optimize client portfolios.
- Educated clients on digital banking tools, promoting efficient account management and self-service options.
- Facilitated onboarding processes for new customers, ensuring seamless transition and compliance with regulatory standards.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Lead Teller
Nusenda Credit Union
Santa Fe, NM
01.2020 - 07.2025
- Kept teller window areas clean, organized, and fully stocked.
- Resolved problems or discrepancies concerning customers' accounts.
- Processed customer transactions including deposits, withdrawals, transfers, loan payments.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish TCRs.
- Managed a team of tellers and ensured proper training on all policies and procedures.
- Monitored daily cash levels in the vault and reconciled discrepancies.
- Completed monthly audits.
- Transmitted orders to supply cash to meet daily needs.
Retail Sales Leader
Pier One Imports
Santa Fe, NM
10.2018 - 01.2020
- Watched for and recognized security risks and thefts to prevent or handle situations.
- Stocked shelves and supplies and organized displays to focus customer attention on specific items.
- Supervised day-to-day activities such as opening and closing procedures, scheduling shifts, payroll processing.
- Provided in-depth information on product features so customers could make educated buying decisions.
- Greeted customers to determine wants or needs.
- Bagged or packaged purchases and wrapped gifts.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
Appliance Supervisor
JCPenney
Santa Fe, NM
06.2017 - 10.2018
- Collaborated with company departments to guarantee cohesive branding and strategic product placement.
- Delegated work to staff, setting priorities and goals.
- Coordinated restocks to keep retail displays organized and full for customers.
- Directed and supervised staff performance.
- Counted and balanced registers.
- Monitored work progress and provided guidance as needed to ensure quality standards were met.
- Ensured compliance with applicable state laws governing warranty claims and product recalls.
- Coached staff on strategies to enhance performance and improve customer relations.
- Participated in weekly staff meetings to discuss issues related to workloads, scheduling conflicts, customer feedback.
Bank Teller
Wells Fargo & Company
Santa Fe, NM
03.2009 - 04.2012
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Reconciled cash and checks against computer records at end of shift.
- Cross-sold bank products such as savings accounts and credit cards to existing clients.
Education
Some College (No Degree) - Dental Hygiene
Santa Fe Community College
Santa Fe, NMSome College (No Degree) - Business Administration
CNM Central New Mexico Community College
Albuquerque, NMSkills
- Sales Coaching
- Coin Machine Balancing
- Customer Service
- Consumer Banking
- Cash Handling Accuracy
- Product Recommendations
- Vault Security
- Staff Supervision
- Issue Resolution
- Positive Attitude
- Teller Support
- Trustworthy and Honest
- Spanish Fluency
- Customer service
Languages
Spanish
Native/ Bilingual
Timeline
Personal Banker
Wellsfargo Bank
09.2025 - Current
Lead Teller
Nusenda Credit Union
01.2020 - 07.2025
Retail Sales Leader
Pier One Imports
10.2018 - 01.2020
Appliance Supervisor
JCPenney
06.2017 - 10.2018
Bank Teller
Wells Fargo & Company
03.2009 - 04.2012
Some College (No Degree) - Business Administration
CNM Central New Mexico Community College
Some College (No Degree) - Dental Hygiene
Santa Fe Community College
Education and Training
other,other