***** **** ******* ***** ******, TX 75033
Cell: 469-***-**** Email: firstname.lastname@example.org
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.
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.
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
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:
Transaction rejection reports
oAssisted customers with daily teller transactions:
Deposits, withdrawals, etc.
New account transactions
Closing account transactions
Daily balance inquiries
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
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
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