Zenia Montalvo
Forest Park,GA
Summary
Customer-focused professional with 5+ years of experience in customer service, financial services, and sales support. Strong background in relationship management, transaction processing, and regulatory compliance. Proven ability to handle high-volume customer interactions and resolve complex inquiries. Seeking a customer service or sales support role in a fast-paced, growth-oriented organization.
Overview
10
10
years of professional experience
Work History
Teller
Wells Fargo
12.2024 - 10.2025
- Greet customers and assist with account inquiries, balances, and banking services.
- Verify customer identification, follow anti-fraud protocols, and adhere to banking regulations.
- Resolve routine customer issues while maintaining professionalism and confidentiality.
- Identify customer needs and refer clients to specialists for credit cards, loans, and new accounts.
- Support branch operations by delivering efficient, customer-focused service.
Service Coordinator – BDC
Toyota South Atlanta
04.2022 - 01.2024
- Managed 120+ daily client interactions through telephone and face-to-face communication.
- Assessed customer needs and scheduled immediate and follow-up services with appropriate departments.
- Built and maintained client databases to support customer retention and repeat business.
Teller / Customer Service Representative
AR Financial Services
01.2019 - 03.2022
- Opened and closed store operations, balanced cash drawers, and reconciled daily transactions.
- Assisted 45+ customers daily with deposits, withdrawals, payments, and account inquiries.
- Addressed customer questions by phone and in person.
- Resolved customer complaints while maintaining confidentiality and professionalism.
- Upheld all financial, security, and regulatory procedures, including AML standards.
- Tracked and maintained accurate transaction records, bank supplies, and customer documentation.
Assistant Manager
City Market
01.2017 - 12.2018
- Supported store manager with daily operations, staff coordination, and customer service.
- Managed inventory and ensured consistent product availability.
- Enforced store policies to maintain a safe and compliant shopping environment.
- Oversaw and assisted with check-cashing transactions, adhering to banking standards.
Quality Control Technician
Fieldale Farms Corp.
05.2015 - 07.2016
- Ensured equipment functionality and coordinated repairs when issues were identified.
- Inspected product quality to ensure compliance with company and safety standards.
- Maintained accurate documentation to support audits and quality assurance.
- Supported customer satisfaction through consistent quality control practices.
Skills
- Teller Operations & Cash Handling
- Financial Services & Transaction Processing
- Customer Service & Relationship Management
- Sales Support
- AML Awareness, Fraud Detection & Regulatory Compliance
- Microsoft Word, Excel & Data Entry
- Face-to-Face and Telephone Customer Engagement
Languages
Spanish
Native or Bilingual
Timeline
Teller
Wells Fargo
12.2024 - 10.2025
Service Coordinator – BDC
Toyota South Atlanta
04.2022 - 01.2024
Teller / Customer Service Representative
AR Financial Services
01.2019 - 03.2022
Assistant Manager
City Market
01.2017 - 12.2018
Quality Control Technician
Fieldale Farms Corp.
05.2015 - 07.2016