Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Wendee Rosales

Providence,RI

Summary

Accomplished banking professional with a proven track record at Citizens Bank, NA, excelling in customer service and cash management. Demonstrated ability to enhance customer satisfaction and streamline operations, fostering significant account growth. Skilled in effective communication and creative thinking, adept at driving improvements and maintaining high compliance standards.


Overview

9
9
years of professional experience

Work History

Citizens Banker

Citizens Banker
1477 Broad Street, Providence, RI 02905
02.2022 - Current
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Coordinated with other banking institutions for interbank transactions, ensuring smooth operation and customer satisfaction.

Teller Manager

Citizens Bank, NA
1477 Broad Street, Providence, RI 02905
08.2017 - 02.2022
  • Fostered a positive work environment by promoting teamwork, collaboration, and open communication among staff members.
  • Pursued new retail and commercial account growth to enhance bank's market position.
  • Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
  • Trained new employees in cash handling procedures, bank policies and Claims Reporting to promote compliance with established standards.
  • Collaborated with branch management to set performance goals for the teller team, driving continuous improvement in service delivery.

Teller

Citizens Bank, NA
1477 Broad Street, Providence, RI 02905
11.2015 - 08.2017
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.

Education

High School Diploma -

E-Cubed Academy
Providence, RI
06-2008

Skills

  • Customer service
  • Cash handling
  • Creative thinking
  • Cash management
  • Strong organizational skills
  • Effective communication
  • Efficient workflow management
  • Strong analytical skills

Languages

Spanish
Full Professional

Timeline

Citizens Banker

Citizens Banker
02.2022 - Current

Teller Manager

Citizens Bank, NA
08.2017 - 02.2022

Teller

Citizens Bank, NA
11.2015 - 08.2017

High School Diploma -

E-Cubed Academy
Wendee Rosales