Tania Esparza
Grand Prairie
Summary
To obtain a position in a growth-oriented company where I can apply my skills and experiences to enhance the company's performance. I have over 15 years of customer service experience, and have worked in banking for over 10 years in person and over the phone.
Overview
18
18
years of professional experience
Work History
Personal Banker II
Cadence Bank
03.2024 - Current
- Answered customer questions and explained available services such as deposit accounts, such as money market and certificate of deposits.
- Assisted customers with setting up or closing accounts, completing credit card applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Promoted financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
- Monitored customer accounts to detect irregularities or suspicious activity.
Specialty Care Specialist III
Truist
09.2013 - 06.2023
- I had different positions during my time with Truist. Trained in multiple lines of business including Consumer Care, Business Care, Digital Support, Loans, and Account Security and Claims.
- Dealt with irate clients and taken escalated calls when I worked floor support and Specialist Support Line.
- I was a mentor that assisted new hires with their transition from virtual training to the phones.
- I worked as a trainer and trained teammates for Truist’s Account Security and Claims department.
- Maintained up-to-date knowledge of product and service changes.
- Trained staff on operating procedures and company services.
- Assisted customers with banking needs and inquiries.
Manager
McDonald’s
06.2007 - 09.2013
- Managing staff, and dealt with clients directly, including resolving complaints.
- Handled large amounts of money and deposits, and assisted with inventory management.
- Maintained health and safety standards.
- Motivated staff to perform at peak efficiency and quality.
Education
Mountain View College
Dallas01-2013
High School Diploma -
Grand Prairie High School
01-2009
Skills
- Can follow policies and procedures effectively
- Bilingual in English and Spanish
- Effective and attentive speaking and listening
- Proficient in Microsoft Office
- Responsible and reliable
- Great at planning and coordination
- Adaptability
- Problem solving
- Fast learner, able to pick new skills fast
- Works well in a group and alone
- Works well in a group and alone
Timeline
Personal Banker II
Cadence Bank
03.2024 - Current
Specialty Care Specialist III
Truist
09.2013 - 06.2023
Manager
McDonald’s
06.2007 - 09.2013
Mountain View College
High School Diploma -
Grand Prairie High School
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