Thomas R. Garcia
Nottingham,MD
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Continually looking to expand knowledge in the Financial industry. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements. Go-to person with technological issues and enjoy working with technology and expanding knowledge on the most recent practices. Ability and willingness to pick up on new tasks and catch on quickly. Continually seeking opportunities to improve and refine skills.
Overview
10
10
years of professional experience
Work History
Branch Coordinator
TRUIST
Bel Air, MD
10.2019 - Current
- Manage all cash flow including ordering of money, drawer balancing, and all other cash handling
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Recruited, interviewed, hired and trained three employees and implemented mentoring program to promote positive feedback and engagement.
- Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution.
- Performed teller scheduling to achieve appropriate branch coverage for business needs.
- Managed branch vault by verifying accuracy of cash transactions.
- Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
- Conducted various branch operations tasks such as balancing and replenishing ATM, TCD and shipment processing.
- Oversaw high-volume accounting operations with 13-person team focused on efficient budget administration, AP/AR and other financial management needs.
- Remained calm and professional in stressful situations.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
Universal Teller/ Banker
Midwest Bankcentre
St. Louis, Mo
02.2015 - 08.2019
- Analyzing and discussing customer profile reviews and Loan inquiries.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Maintained friendly and professional customer interactions.
Insurance Sales Agent
Mass Mutual
St. Louis, MO
09.2017 - 02.2018
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Manages 30+ costumer calls per day to increase company sales by 8%.
Cashier/ Kitchen Worker
Chick-Fil-A
St.Louis, MO
01.2013 - 02.2015
- Answered questions about store policies and addressed customer concerns.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Provided excellent customer care service.
Education
High School Diploma -
St. Mary’s High School
05.2012
Christian - Ministries/ Pastoral Studies
Urshan College
Skills
- Excellent customer service
- Cash Handling
- Excel in Technology and Software operations
- Employee Training Oversight
- Operational Reporting
- Balance Verification and Reconciliation
- Customer Referrals
- Teller Auditing
- Managing all operations within banking branch
- Strategic and financial planning
Additional Information
- Licensed in MO Life and Health exam Licensed MLO for Missouri
Languages
Spanish
Professional Working
Timeline
Branch Coordinator
TRUIST
10.2019 - Current
Insurance Sales Agent
Mass Mutual
09.2017 - 02.2018
Universal Teller/ Banker
Midwest Bankcentre
02.2015 - 08.2019
Cashier/ Kitchen Worker
Chick-Fil-A
01.2013 - 02.2015
High School Diploma -
St. Mary’s High School
Christian - Ministries/ Pastoral Studies
Urshan College