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Personal Banker

Frisco, TX
March 07, 2019

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Jose Betances

***** **** ******* ***** ******, TX 75033

Cell: 469-***-**** Email:

Accomplishments and Skills

Bilingual- Fluent in Spanish and English (spoken, written, and understood).

Can type an average of 60-80 wpm

Years of experience in Microsoft Office (Word, Excel, Powerpoint)

Received recognition throughout the DFW area for excellent customer service in the past.

Work History

Chase Bank- Oct. 2018 – present

oIncoming Returns & Exceptions

Transaction Processing Specialist

Reviewing and processing returned items due to duplications, fraudulent items, etc.

Preparing daily mail notices of returned items to send out to customers.

Reviewing and correcting scanned and processed items online.

Performing daily clerical duties as needed.

oPersonal Banker II

Constantly performing customer service while tending to customer’s financial needs.

Responsible for offering products for customers to improve their financial status, to better their lives.

Referring customer to appropriate financial, loan, and service advisors or representatives to assist customers in any transactions above my ability to handle.

Responsible for product knowledge:

Checking and savings accounts, both consumer and business.

oAccount features, differences between each account, benefits, and how to avoid fees.

Credit card applications.

oCredit card features, differences between each card, benefits, and how to avoid fees.

Overdraft services.

oResponsible for providing customers with all overdraft disclosures, including cutoff times, fees, and how to avoid them.

Performed daily customer transactions including:

Debit card maintenance

Wire transfers

Adding/removing signers, owners, etc.

Customer information updates

Prosperity Bank- Dec. 2017- Oct. 2018

oTeller with banker responsibilities

oIn charge of the following bank operations:

Bank opening and closing procedures as assigned

Responsible for balancing branch’s ATM, compiling paperwork, and submitting reports to bank’s ATM recon department.

Managing branch’s daily teller work, compiling and processing batches to send to bank’s back office.

Necessary knowledge of banking regulations and procedures such as: compliance, Reg D, etc.

Responsible for reviewing daily and weekly reports and logs, such as:


Teller Variance

Transaction rejection reports

oAssisted customers with daily teller transactions:

Deposits, withdrawals, etc.

New account transactions

Closing account transactions

Daily balance inquiries

Cashier’s checks

Domestic and international wire transfers

oProcessing customer service requests:

Foreign currency orders

Fraudulent debit card transaction disputes

Changes in customer information (Names, addresses, phone numbers, identification, etc.)

Closing customer account paperwork

Limit increases/decreases in debit card purchases

Currency transaction reports

Account management

Neiman Marcus- Jul. 2017- Aug. 2017

oContractor: Accounting department.

oAssisted in high volumes of daily customer service via phone and email

oProcessed daily batches of customer notifications of unclaimed property (refunds, overpayments, unredeemed credit, etc.)

oTended to daily clerical duties: Handling and filing confidential documents, faxes, and emails, along with constant usage of Microsoft Office

Rebecca’s Toys and Prizes- Apr. 2016 – May. 2017

oProvides customer service to designated employers and customers daily

oResponsible for daily clerical work as needed, including labeling items, keeping record of customer orders, purchase orders, and invoices.

oPerforms sanitary and store maintenance duties as required: Cleaning when necessary, and daily stocking and store upkeep.

oHandles an average of hundreds to thousands of dollars worth in customer orders at a time.

Wells Fargo – Nov. 2013 – Aug. 2015

oBank Teller

oProvides customer service while tending to customer’s financial needs

oIn charge of bank opening and closing procedures

oAccomplished Gold rank bonuses in sales three quarters in a row

oNamed one of the top 10 tellers in the whole DFW district

oRecognized for providing excellent customer service in 2014

Education: Some college. ***WILL BE GOING BACK TO SCHOOL***

University of North Texas

Collin College; August 2012 to December 2015

Lone Star H.S. Frisco, TX; Charter Class of 2012

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