VELIA NAVARRETE
Jasper,TX
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
16
16
years of professional experience
Work History
Senior Relationship Banker
Southside Bank
07.2008 - Current
- Assisted customers with completing required forms for opening and closing bank accounts.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Received loan and utility payments, sending funds to correct destinations.
- Educated customers on online banking and mobile banking applications.
- Calculated fees due, interest and change for customer transactions.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Cross-sold credit cards, loans and other bank products.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Received mortgage, loan, verifying payment dates and amounts due.
Education
High School Diploma -
CNDLP
Phoenix, AZ01.2008
Skills
- Cash Flow analysis
- Loan Origination
- Portfolio Management
- Wealth Management
- Creative Thinking
- Money Handling
- Cash Handling
- Customer Service-Oriented
- Relationship building and management
- Banking
- Employee Motivation
- Teller Support
- Loans
- Financial Advising
- Security understanding
- Customer Service
- Honest and Dependable
- Reliable and Responsible
- Attention to Detail
- Team Cooperation
- Exceptional customer service
- Team Leadership
- Decision-Making
- Cash handling and management
- Relationship Building
- Compliance, banking laws, and regulations
- Pleasant and Personable
- Sorting and Filing
- Identity Verification
- Payment Processing
- Product and Service Sales
- Vault Monitoring
- Cash Drawer Reconciliation
- Balance Transfers
- Fraud Detection
- Bilingual in [Language]
- Account Security
- New Account Setup
- Night and Safe Deposit Procedures
- Bank Deposits
- Spanish speaking
- Customer Loan Processing
- Exchange Rate Quotes
Languages
Spanish
Full Professional
Timeline
Senior Relationship Banker
Southside Bank
07.2008 - Current
High School Diploma -
CNDLP
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