Customer Service Sales

ANALINA HEART

**** **** ****** **

FORT WORTH, TX 76131

Phone Day/Evening: 719-***-****

Email: abj835@r.postjobfree.com

Highly motivated business professional with 13 years of Banking experience with strong

customer service and support skills. Proven problem solving abilities, customer relations, and

organizational skills. Ability to multi-task and meet timetables. Excellent computer proficiency in

Windows and Microsoft Office applications. Able to work effectively in a team or independently.

In addition, I am fully bilingual and am able to assist those customers who need to speak in

Spanish.

SUMMARY OF SKILLS AND KNOWLEDGE

1 Cash Management

2 Highly Motivated

3 Detail/Efficiency Orientated

4 High Organized

5 Effective Time Management

6 Excellent Communication Skills

7 10 – Keying Skills

8 Inventory Control

PROFESSIONAL EXPERIENCE

Legend Bank July 2008- March 2010

Fort Worth,TX

Personal Banker

● Open New accounts (savings, checking, IRA's, Safe Deposit Boxes) for personal and Business

clients.

● Screen customers for approval on new accounts. Assist customer with account inquiries in

English and Spanish.

● Account research and problem resolution in a timely manner.

● Place check orders stop payments,initiate bank wires.

● Assist customer with account fraud.

● Translate letters from English to Spanish for the branch and other departments. Cross- sell

Bank products.

Compass Bank November 2007- July 2008

Fort Worth, TX

Financial Sales representative

Sales: retail banking products and services to all branch customers.

● Opens new accounts and promotes cross selling of retail products by soliciting existing

and prospective customers.

● Provides outstanding customer service in both English and Spanish while responding to daily

customer inquiries.

● Assist Banking Center Manager in achieving annual retail sales goals, while meeting

individual sales objectives.

(Contact Supervisor: Yes, Supervisor's Name: Cruz Rivera, Supervisor's Phone: 817-***-****)

Washington Mutual May 2007- November 2007

Fort Worth, TX

Operations Supervisor

• Ensures effective delivery of Financial Center services

• Supervises paying and receiving operations

• Promotion of financial products, provision of financial counseling and varied customer services

• Paying &Receiving Teller as needed

ENT Federal Credit Union November 2006- February 2007

Colorado Springs, CO

Member Service Representative II (Spanish)

Selling banking products including checking accounts, savings accounts and time deposits

Meet Sales goals ensuring quality components are being met

● Refer lending leads to the appropriate division

● Provide a superior customer experience to both existing customers and non-customers via

telephone

JP Morgan Chase Bank January 2004- October 2007

Colorado Springs, CO

Sales and Service Associate

• Vital in acquiring, retaining and expanding of new personal and business relationships by

uncovering customer needs while performing maintenance and referring them to the right

specialist.

• Provided secondary support to personal bankers by opening new accounts during high volume

of non-customers cashing payroll checks.

• Prepared, processed and closed more than 20 loans each month.

• Coordinated data between various departments on fraudulent activities incurred in customers

accounts.

• Filled orders for currency and coins, and counted and recorded cash deposits in vault of

commercial bank.

• Counted currency, coins and checks received for deposit in vault from businesses and branch

bank, by hand and using currency-counting machine.

• Removed specified amount of currency and coins from vault and placed cash in bag for

shipment to businesses or branch bank.

• Maintained records of daily overage and shortage in cash receipts.

• Help Banking Centers as a translator with Spanish only speaker customers.

Bank One

San Antonio, TX April 2001-May 2003

Customer Service Representative II

Consulted with clients to determine their needs and priorities.

• Demonstrated skillful communication and negotiation skills.

• Responded to written and telephone inquires on customers accounts.

• Responded to customer complaints.

FORT SILL FEDERAL CREDIT UNION, Fort Sill, OK October 1997 – May 2000

Account Clerk, Account Receivable Clerk, Account Payable Clerk

Research Teller, Teller, p.t.

9 Managed a staff of 4 tellers on Saturday providing support and training.

10 Supervised and coordinated activities of employees in accepting payments for gas and

electric power bills from customers.

11 Received and disbursed money, and kept records of money and negotiable instruments

involved in financial transactions.

12 Received checks and cash for deposits, verified amounts and examined checks for

endorsements.

13 Cashed checks after verification of signatures and customer balances.

14 Entered customers' transactions into computer and issued computer-generated receipts.

15 Balance general ledger, account reconciliation, teller drawer overage. Account payable

and receivable.

LANGUAGES

Bi-Lingual – English / Spanish

Ability to speak, read and write fluently.

PROFESSIONAL AFFILIATIONS

National Notary Association

16 A Nonprofit Professional Organization dedicated to educate Notaries about the legal,

ethical

and technical facets of performing notarial acts and to instill in them a sense of self-

respect

and professional pride in their important role of public servant.

REFERENCES

Janice Hasbrouck UMB Bank Personal Banker

Phone #719-***-****

Argentina Christiano- Lockheed Martin –Network System Engineer

Phone# 518-***-****

Preston Edwrads- Chase Bank- Personal Banker

Phone# 719-***-****

Contact this candidate