Tania Quinones
Commerce City,CO
Summary
Customer-focused banking professional with a strong background in data entry, account maintenance, and documentation accuracy. Skilled in managing sensitive information, supporting daily operations, and ensuring compliance with established procedures.
Overview
5
5
years of professional experience
2019
2019
years of post-secondary education
Work History
Financial Services Representative
Westerra Credit Union
Denver, Colorado
06.2021 - Current
- Provide personalized customer service and financial support in person and by phone.
- Open and maintain consumer and business accounts, ensuring accurate data entry and documentation.
- Enter, review, and update client information, loan applications, and account records in banking systems.
- Review, verify, and correct data to ensure accuracy, consistency, and compliance with policies.
- Handle sensitive and confidential information in accordance with regulatory requirements and internal policies.
- Originate personal loans and credit cards.
- Assess client needs and recommended appropriate banking solutions.
- Document client interactions and referrals
- Maintain accuracy, compliance, and confidentiality of all client and account data.
- Assist with branch supervision, workflow coordination, and operational support as needed.
Education
Hinkley High School
Aurora, COSkills
- Data Entry & Data Accuracy
- Microsoft Office
- Records & Document Management
- Digital File Management
- Compliance & Policy Adherence
- Deadline & Productivity Management
- Written & Verbal Communication
- Problem Solving
Languages
Spanish
Professional
Timeline
Financial Services Representative
Westerra Credit Union
06.2021 - Current
Hinkley High School