Teresa Capetillo

ad3w14@r.postjobfree.com 619-***-****

Excellent customer relations and confident individual with over 20 years of experience in banking and finance, seeking a change in career in the medical field. Expertise in managing personal accounts and building long-term relationships with customers.

Qualifications

●Finance and Banking

●Fraud prevention and risk management

●Customer relations

●Accounts management

●Over twenty years of cash handling experience

●Answering multi-phone line telephone experience

Professional Experience

Office Assistant, Capetillo Trucking, San Diego, Ca May 2021- Present

●Answering phone calls, filing and organizing.

●Provide support for any required task related to accounting, financing, insurance, and any other business related tasking.

●Excellent social and customer service skills, with more than 20 years of experience.

Personal Banker, Wells Fargo Bank, San Diego, Ca September 2004- January 2017

●Provide personal financial counseling, assist with lending services, and build relationships with new and existing customers to maintain high satisfaction ratings and retention.

●Verify and approve overdrafts and checks for cashing, and answer questions on accounts, loans and statements.

●Prepare credit and financial information to streamline loans, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents.

●Assist customer during and loan and account application process and close consumer loans in accordance with internal and federal policies and procedures.

Teller, Washington Mutual now Chase, San Diego, Ca November 2001- May 2004

●Processed customer transactions using computerized methods, accurately recorded financial transactions, and generated receipts.

●Received and processed checks and cash for deposit, verified amounts, and confirmed deposit slips.

●Balanced currency, coin, and checks, and calculated end-of-shift transactions daily.

Teller, Wells Fargo Bank, San Diego, Ca April 1997- November 2001

●Processed customer transactions using computerized methods, accurately recorded financial transactions, and generated receipts.

●Received and processed checks and cash for deposit, verified amounts, and confirmed deposit slips.

●Balanced currency, coin, and checks, and calculated end-of-shift transactions daily.

Teller, Union Bank of California, San Diego, Ca June 1996- April 1997

●Processed customer transactions using computerized methods, accurately recorded financial transactions, and generated receipts.

●Received and processed checks and cash for deposit, verified amounts, and confirmed deposit slips.

●Balanced currency, coin, and checks, and calculated end-of-shift transactions daily.

Accomplishments

●Won Sales Awards for 2014 Quarter

●Won Sales for Loan Awards

●Won Best Customer Service Scores

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