Gabriela Marchan
Placentia
Summary
Banking professional with extensive experience at Citibank, excelling in branch operations and cash handling. Proven track record in enhancing customer satisfaction through effective needs assessment and cross-selling bank products. Skilled in training new hires and maintaining operational efficiency, fostering a collaborative team environment.
Overview
6
6
years of professional experience
Work History
Head Universal Banker
Citibank
11.2021 - Current
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Assisted customers with account openings, transactions, and loan applications to enhance satisfaction.
- Educated customers on digital banking tools.
- Utilized banking software to process transactions accurately and maintain up-to-date records.
- Educated clients on financial products and services to facilitate informed decision-making.
- Trained and mentored 5+ new hires, enhancing onboarding efficiency and team performance.
- Organize and manage operational paperwork.
- Execute wire transfers, stop payments and account transfers with efficiency.
- Single Custodian to vault and TCR machines maintaining audit ready reports
Teller
Citibank
12.2019 - 11.2021
- Processed customer transactions efficiently while adhering to bank policies and procedures.
- Assisted customers with account inquiries, providing accurate and timely information.
- Maintained cash drawer accuracy through diligent reconciliation practices at end of shifts.
- Promoted bank products and services, enhancing customer engagement and satisfaction.
Education
Associate of Arts - Business Accounting
Fullerton College
Fullerton05-2028
Skills
- Branch operations
- Cash handling proficiency
- Customer needs assessment
- Cross-selling & Upselling Bank Products
Languages
English
Spanish
Timeline
Head Universal Banker
Citibank
11.2021 - Current
Teller
Citibank
12.2019 - 11.2021
Associate of Arts - Business Accounting
Fullerton College