OBJECTIVE
Seeking an opportunity to utilize acquired skills and knowledge in a thriving company, with an interest in
training and advancement. Professional growth and personal achievement in the field of Finance is my
long-term goal.
PROFILE
Active business professional poised to train, evaluate, motivate, and lead a team of employees. Create an
engaging and positive environment that decreases employee turnover and increases customer satisfaction.
Secure ongoing bank success with the development of community relations and direct customer service
strategic planning.
EDUCATION
University of Houston Downtown, Houston TX
Bachelor of Business Administration in Finance December 2009
PROFESSIONAL EXPERIENCE
Joe Lara Prosperity Bank
11135 Vista Norte Ct.
Houston TX, 77076
Cell: 713-***-****
*********@*****.***
Banking Officer/Customer Service Representative May 2006-Present
May 2006-Current
• Began career as a teller and quickly advanced to teller supervisor, to customer service
representative, and to Banking Officer.
• Proactive bank operations supervisor with 6 years of progressive bank experience.
• Enabled staff to surpass expectations and drive sale goals with customized leadership.
• Assist manager in analytical and problem-solving skills that contribute to seamless bank
operations.
• Direct all daily operations by overseeing lobby and drive-thru tellers, along with controlling
vault records, monthly audit requirements, security measures, accounts payable, accounts
receivable balance cash recon general ledger, proof suspense general ledger, cash items general
ledger, incoming and outgoing collections .
• Provide telephone support and liaison services between department, branches and other banks.
• Record and document all large cash transactions internal/ external currency transfers.
• Encourage and motive staff on continuing education regarding compliance policies, loss control
procedures and regulations.
• Contribute to driving branch growth and corporate goals along with successful audit results.
• Also dedicated to
opening new
personal and
business accounts.
Known for
processing
transactional
paperwork with
extreme accuracy
and providing
follow-up with
customers.
• Proven the ability to
identify customers
need and match
them to the best
banking products
and services.
• Passionate about
providing courteous
and personalized
service.
QUALIFICATIONS/
SKILLS
• Bilingual (Fluent in
Spanish / English)
• Public Notary
• Proficient with MS
Office (Word,
Outlook, Excel,
Power Point)
• Self-Motivated,
Self-Starter and
strong organizational
skills
• Multi-task oriented,
excellent
communication
skills, able to
communicate
effectively
and professionally
References - Available
upon request