Dynamic banking professional with extensive experience at PlainsCapital Bank, excelling in customer service and transaction processing. Proven track record in account management and compliance adherence, consistently enhancing customer satisfaction. Adept at cash handling and sales techniques, driving product growth while fostering strong client relationships.
Overview
7
7
years of professional experience
Work History
Floating Senior Teller / CSR
PlainsCapital Bank
01.2024 - Current
Provide support and assistance to all RGV branches when needed.
Provides excellent customer service, which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition, a professional image, and accurately processing customer transactions.
Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, and preparing change orders.
Assists tellers with escalated and complex transactions. Reviews other teller transactions and provides overrides, as appropriate, and within assigned limits.
Open new accounts, and cross-sell bank products and services. Explains various account and product options, and consults with the customer to assess their needs; guides the customer on product selection, or refers the customer to the appropriate business line.
Performs general maintenance on customer accounts and provides customer service, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts in accordance with account/product closing procedures.
Other duties, as required.
Teller/ CSR
PlainsCapital Bank
Olmito, TX
05.2021 - 01.2024
Provide customer services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, making credit card advances, preparing change orders for commercial customers, etc.
Sell products such as cashier’s checks, as well as cross-sell other products.
Balance the cash drawer and other receipts daily.
Process various night drops and mail transactions as needed.
Wrap and bag coins, verify currency, mix new currency, and turn in mutilated currency.
Perform miscellaneous duties such as filing, answering phones, maintaining supplies, etc.
Open new accounts, and cross-sell bank products and services.
Provide customer service to bank customers and employees.
Assistant Operations Manager
First National Bank Of South Padre Island
South Padre Island, TX
05.2019 - 04.2021
Assists manager in efforts to reach profit, performance, and customer service goals.
Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers, and prospective customers.
Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable.
Coordinates communication with branch staff.
Works to meet branch performance standards, including operating loss control, bank secrecy, and compliance with policies and procedures. Performs other related duties as assigned.
Oversees and assists with the preparation of all branch reports for approval by the manager.
Attends and participates in periodic staff meetings.
Teller
IBC Bank
Austin, TX
07.2018 - 04.2019
Process paying and receiving teller transactions.
Deliver the IBC Experience by providing prompt, efficient and friendly customer service.
Balance and maintain assigned cash box, vault and perform end of day process.
Participate in product and service initiatives for bank growth.
Operate and maintain all necessary teller equipment.
Flexibility to report to work and assist other branches.
Perform other duties as assigned.
Education
High School Diploma -
Port Isabel High School
Port Isabel, TX
05-2018
Some College (No Degree) -
Texas Southmost College
Brownsville, TX
Skills
Customer service
Cash handling
Account management
Transaction processing
Sales techniques
Compliance adherence
Languages
English
Full Professional
Spanish
Full Professional
References
References available upon request.
Timeline
Floating Senior Teller / CSR
PlainsCapital Bank
01.2024 - Current
Teller/ CSR
PlainsCapital Bank
05.2021 - 01.2024
Assistant Operations Manager
First National Bank Of South Padre Island
05.2019 - 04.2021
Teller
IBC Bank
07.2018 - 04.2019
High School Diploma -
Port Isabel High School
Some College (No Degree) -
Texas Southmost College
Similar Profiles
Claudia LopezClaudia Lopez
Lending Assistant III at PlainsCapital BankLending Assistant III at PlainsCapital Bank