Tracey Chavoya
Phoenix,AZ
Summary
High-performing Bank Customer Service Representative with extensive experience providing exceptional service and support in fast-paced banking environment. Skilled in resolving customer issues, providing financial advice and cross-selling bank products. Strong communicator and problem-solver committed to helping customers achieve financial goals.
Overview
11
11
years of professional experience
Work History
Lead Teller Operations Specialist
Chase Bank
05.2016 - 12.2018
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
- Executed wire transfers, stop payments and account transfers
- Educated customers on online service offerings and mobile app's
- Managed teller line, providing coaching and assistance with complex transactions
- Support Branch Manager with branch operations, including loss control, compliance and audit standards
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times
- Assisted with training of new tellers on policies and procedures
- Maintained friendly and professional customer interactions
- Assisted customers with banking needs and inquiries
- Counted, verified and handled bank deposits and armored car transactions
- Processed wide variety of retail banking transactions for personal and commercial customers
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
Central Operations Representative
Citizens Business Bank
06.2014 - 05.2016
- Handled customer needs and issues by working with representatives and customers directly.
- Organized files, developed spreadsheets, faxed reports and scanned documents
- Collaborated with various departments to support daily activities oversight and coordination.
- Executed wire transfers, stop payments and account transfers.
Branch Service Specialist
Union Bank
08.2013 - 06.2014
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
- Executed wire transfers, stop payments and account transfers
- Processed quarterly Vault and ATM audits
- Provided coaching, supervisor overrides, and assistance on teller line
- Processed customers' deposits, transfers and cash withdrawals.
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
Senior Customer Service Representative
BMO Harris Bank
08.2007 - 01.2013
- Provided support to team members, including development, coaching, training
- Identified sales opportunities and referred customers to branch partners in financial services
- Exceeded quarterly sales goals with consistently being top 10%
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
- Cross-trained and backed up other customer service managers.
Education
High School Diploma -
Cabrillo High School
Lompoc, CA06.1985
Skills
- Exceptional Customer Service Strong Sense of Banking Ethics Cash Handling Expertise Excellent Communication Skills Cash Vault Auditing
- Phone Inquiries
- Excellent Time Management Skills Compliance, Banking Laws and Regulations Customer Needs Assessments
- Policy and Procedure Adherence
- Bank Secrecy Act
- Supervising Tellers
Timeline
Lead Teller Operations Specialist
Chase Bank
05.2016 - 12.2018
Central Operations Representative
Citizens Business Bank
06.2014 - 05.2016
Branch Service Specialist
Union Bank
08.2013 - 06.2014
Senior Customer Service Representative
BMO Harris Bank
08.2007 - 01.2013
High School Diploma -
Cabrillo High School