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Accounts Representative Colorado Springs

Location:
Alvin, TX
Salary:
$18 -20 hourly
Posted:
July 14, 2021

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Resume:

Christina Huerta

832-***-**** adnqma@r.postjobfree.com Alvin, TX 77511

SUMMARY

Healthcare Administration student with background in Banking, New Account Representative. Strong technical proficiency with work history in customer service and teller services. In-depth knowledge of Microsoft coupled with phone etiquette and customer service abilities. SKILLS

Account type familiarity

Account verification and reconciliation

Customer care experience

Recordkeeping

Marketing and sales

Working collaboratively

Decision-making

Active listening

Multitasking

Leadership

MS Office

Team management

Critical thinking

Organization

EXPERIENCE

New Accounts Representative, Hometown Bank N.A., August 2007-August 2020 Alvin, TX

Responded efficiently to customer queries and complaints to find solutions and diffuse tension. Compiled information regarding new accounts and entered information into computers and file related forms.

Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.

Answered customers questions and explained available services such as accounts, bonds and securities.

Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.

Compiled information on new accounts, entering into computers and filing related forms and other documents.

Performed administrative tasks to support strategic initiatives. Handled all delegated tasks, including, security payroll and teller audits. Recognized by management for providing exceptional customer service. Teller/Branch Manager, Moody National Bank N.A., May 2002-September 2006 Galveston, TX

Researched and resolved customer issues on personal savings, checking and lines of credit accounts.

Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts. Balanced daily cash deposits and vault inventory with zero error rate. Processed treasury, tax and loan payments.

Opened new customer accounts, including checking, savings, Certificates of Depisits and IRA. Adhered to financial services security and audit procedures. Processed cash withdrawals.

Directed specific questions to appropriate branch personnel. Networked within communities to identify and capitalize on business opportunities. Oversaw branch team with and implemented training for all new employees. Assessed employee performance and issued disciplinary notices. Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Assessed employee performance and issued disciplinary notices. Worked with regulatory representatives to complete accurate filings and maintain compliance.

EDUCATION AND TRAINING

Bachelor of Science

Health Administration, Colorado Technical University, Colorado Springs CO Expected in July 2023 High School Diploma

Alvin Community College, Alvin TX October 1990



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