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Assistant Manager Customer Service

San Antonio, TX
15 hourly
September 28, 2023

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Stephanie Bell

San Antonio, TX *****


Work Experience

Assistant Manager

Regional Finance - San Antonio, TX

June 2019 to January 2020

• Report, manage, and maintain branch standards on all aspects of delinquency.

• Improves delinquency by sending collections materials to past due customers and developing a plan for a resolution.

• Manage all branch-to customer communications via email.

• Receive, track, and post all payments and fees to customer accounts in compliance with company policy.

• Processes loan product applications.

• Close loans directed by manager.

• Sign checks for loans, branch expenses and money remittances.

• Transport money and deposits to and from bank.

• Complete weekly progress reports and work with management to develop, communicate, and track daily/weekly/monthly goals.


Wells Fargo Bank - Selma, TX

October 2016 to July 2018

• Completed transactions that consisted of deposits, withdrawals, payments.

• Informed customers of products that were specific to their individual needs.

• Examined checks for proper endorsements to lower risk of fraudulent activity.

• Maintained a balanced drawer and assist with balancing of vaults with 100% accountability. Teller

Brotherhood Bank and Trust - Kansas City, KS

May 2016 to July 2016

• Completed deposits, withdrawals and balancing functions.

• Processed mortgage payments.

• Assisted with audits and ensured the institution was in compliance.

• Traveled between multiple branches as needed by upper management. Universal Agent

Mazuma Credit Union - Kansas City, MO

August 2014 to June 2015

• Acted as a loan officer, teller or receptionist at any given moment.

• Used company safety procedures to open and close the branch.

• Placed members into products that suited their individual needs.

• Assisted Credit Union Manager and provided input to programs directed by management. Assistant Manager

Quik Cash - Grandview, MO

October 2007 to June 2013

• Provided operational and administrative leadership for the institutional team.

• Trained new employees on systems, processes and procedures.

• Assisted with daily branch operations, compliance and audits.

• Oversaw the transitioning of hard copy files to electronic files. Education

High school diploma

Champions School of Real Estate



Westport High School



• Management

• Training & Development

• Sales

• Scheduling

• Cash Handling

• Team Building

• Customer Service Skills

• Microsoft Word

• Microsoft Excel

• Administrative Experience

• Team Management

• Inventory

• Loan Officer Experience

• Assistant Manager Experience

• Loan Origination

• Merchandising

• Underwriting

• Inventory Control

• Banking

• Business Development

• Computer Skills

• Negotiation

• Financial Services

• Sales Management


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