Mariel Lora
P ROFILE
ADDRESS
*** ********* ***** - #** ************, energetic, team player possessing excellent communication skills, with strong
New York, NY 10031 financial experience, superb customer service in consumer, retail, and banking environments.
PHONE
C ORE COMPETENCIES
Compliance – ensure adherence to strict financial and regulatory standards
Coach – guide team members in exceeding customer expectations
**********@*****.*** Trainer – onboard new employees for quick assimilation into team-centric environment
Execution – deliver superb customer service experience for organizational success
E DUCATION
Mercy College, New York, NY – Bachelor of Science in Accounting – May 2015 (anticipated)
Interboro Institute, New York, NY – Associate of Science in Accounting – Jun 2007
E XPERIENCE
Valley National Bank, New York, NY – Nov 2013 – Present
Teller
Highlighted Solutions
Maintain and balance cash drawer
Identify and refer sales opportunities to relationship bankers
Adhere to legal, corporate, and regulatory procedures
Ensure the safety and security of customer and bank assets
Maintain supply and sale of consignment items
Deliver outstanding customer experience with flawless and expeditious transactions
Capital One Bank, New York, NY – Jun 2011 – Sep 2013
Lead Teller
Highlighted Solutions
Compliance
Ensure adherence to policies and procedures to ensure staff meets and exceeds regulatory
o
compliance standards
Complete required audits and reconciliations of consignment items and general ledger tickets
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Conduct audits of tellers, vaults, ATMs, and currency dispensers
o
Coaching
Work with team of tellers to meet and exceed customer expectations
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Demonstrate successful referral practices
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Mentor team and resolve customer conflicts
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Provide guidance and feedback to educate tellers and enhance team’s success
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Training
Direct onboarding of new hires
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Conduct training sessions on new products, policies, and procedures
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Execution
Exceed customer service standards
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Successfully complete complex transactions
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Demonstrate mastery of Teller application transactions and operations
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Responsible for Teller line workflow, cash management, and controls
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Ensure Teller accuracy in cash handling and balancing
o
CN USA International Corp, New York, NY – Jul 2008 – Jul 2011
Bookkeeper Assistant
Highlighted Solutions
Perform bookkeeping functions, and complete banking transactions
Resolved customer conflicts and inquiries
Performed general administrative duties, including accounts payable, receivables,
and managing office machines
S KILLS
Platforms: Mac, iOS, PC, mobile devices (iPad)
Excellent knowledge of QuickBooks and Peach Tree accounting
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Data entry and archival procedures
Fluent in Spanish