Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Veronica Pangelinan

Veronica Pangelinan

Kansas City,MO

Summary

Universal banking specialist with 5+ years in providing high-quality financial services through account oversight, management, and financial advisory. Consistently demonstrated excellent customer service and a proactive mindset in tackling service standards, managing accounts, identifying customer needs, and providing information on products offered through the financial institution.

Overview

11
11
years of professional experience

Work History

Personal Banker II

Southern Bank
03.2023 - Current


  • Manage reports: Overdraft reports, general ledgers, cash clearing, teller differences, returned deposit items lists, etc.
  • Lead efforts on product knowledge and sales training.
  • Lead on Teller cash recycler (TCR), Teller, and Vault audits and operations.
  • Lead on Interactive Teller Machine (ITM and ATM) audits.
  • Responsible for account maintenance and research for compliance
  • Manager capabilities include overrides, check verification, password resets, refunds.
  • Assist with manager duties: reports, concierge, teller audits, and loan closings.
  • Operations: huddles, training, teller and vault audits, cash flow & cash orders, branch productivity, goal tracking, and financial literacy.

Financial Service Representative (Tier III)

Citizens Bank & Trust
11.2018 - 02.2023
  • Branch coach: oversee banking operations, team performances, and quality outputs.
  • Reviewing of ACH reports daily.
  • Overseeing new account openings/account maintenance including CD & IRA processing.
  • Advising customers on bank services for their needs (e.g. loans and credit cards).
  • Identifying and informing customers of account status deficiencies and disputed transactions while providing options to resolve.
  • CD & IRA processing.
  • Providing information on financial instruments available as well as services of the bank.
  • Generating referrals and engaging actively to accomplish branch plus individual sales objectives.
  • Reviewing documents for accuracy and legal compliance.
  • Lead on collection services department with outstanding accounts for entire branch.

Front Desk Associate

Courtyard By Marriott
06.2018 - 05.2019


  • Liaised with management and maintenance staff to address requests and complaints made by guests.
  • Processed reservations over the phone, in person, and via computer for guests and provided confirmation information.
  • Used internal software to process reservations, check-ins, and check-outs.

Bank Teller

Central Bank
09.2015 - 02.2017
  • Managed the handling of cash and check transactions, including deposits, withdrawals, transfers, change orders and issuance of official bank checks.
  • Maintained a cash drawer in adherence to company policies and procedures.
  • Answered customer inquiries regarding account information and bank products.
  • Processed customer transactions.

Cashier & Barista

Starbucks
07.2013 - 04.2014
  • Greeted customers entering the store and responded promptly to customer needs.
  • Built relationships with customers to encourage repeat business.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Prepared customers orders proficiently.
  • Operated various coffee and espresso machines.


Cocktail Server

Tokyo Japanese Steakhouse And Sushi Bar
04.2013 - 12.2013
  • Determined customer preferences to suggest appropriate cocktails and increase sales.
  • Anticipated guest needs and provided proactive service.
  • Maintained a clean and organized bar area.
  • Served food and beverages.

Education

Criminal Justice

University of Central Oklahoma
Edmond, OK

Criminal Justice

Honolulu Community College
Honolulu, HI

High School Diploma -

Pohnpei Seventh-Day Adventist High School
Pohnpei, Federated States Of Micronesia
05.2010

Skills

  • Account management
  • Banking policies and procedures
  • Branch operations management
  • Budget planning
  • Client relationship management
  • Audits
  • Loan servicing
  • Financial literacy

Languages

English
Native or Bilingual

Timeline

Personal Banker II

Southern Bank
03.2023 - Current

Financial Service Representative (Tier III)

Citizens Bank & Trust
11.2018 - 02.2023

Front Desk Associate

Courtyard By Marriott
06.2018 - 05.2019

Bank Teller

Central Bank
09.2015 - 02.2017

Cashier & Barista

Starbucks
07.2013 - 04.2014

Cocktail Server

Tokyo Japanese Steakhouse And Sushi Bar
04.2013 - 12.2013

Criminal Justice

University of Central Oklahoma

Criminal Justice

Honolulu Community College

High School Diploma -

Pohnpei Seventh-Day Adventist High School

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Veronica Pangelinan