Michelle Vega
San Diego
Summary
Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities. Skilled in cash handling and team collaboration, consistently achieving referral goals while delivering exceptional service.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Universal Service Banker
BluPeak Credit Union
San Diego
05.2022 - Current
- Engage with existing members to assess and identify needs while presenting available services, including promotions and various new account options.
- Facilitated account openings for new members by preparing account paperwork and requesting identification and eligibility documents.
- Enhance member experiences through effective communication, and addressing concerns.
- The types of accounts managed consist of IRAs (Individual Retirement Accounts), checking, savings, term certificates, trusts, and sole proprietorships. Manage decedent claims alongside compromised accounts.
- Perform cash handling and reconcile daily transactions accurately.
- Developed strong relationships with customers through regular communication.
- Contributed to company outings and networking events like park movie nights, community meetings, and various marketing efforts
Bank Teller II
Bank of the West
San Diego
03.2020 - 05.2022
- Conducted client validations through Appian, initiating sessions as conductor. Executed transactions using Touch Point Java following client validation.
- Maintained knowledge of banking products to offer tailored solutions to clients.
- Addressed customer complaints swiftly, demonstrating professionalism and empathy.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Conducted monthly audits to ensure daily task completion and achieve referral goals.
- Communicated regularly with managers to bring ideas and strategies for file organization and procedure simplification.
Teller II
Citi Bank
San Diego
01.2016 - 03.2020
- Assisted clients in identifying and achieving financial goals, enhancing customer service quality.
- Accounting and dealing with large transactions (about 100k daily) daily through eclipse and NBS (National Branch System) software.
- Managed company promotions and achieved referral goals consistently.
- Collaborated with team members to ensure smooth daily operations within the branch environment.
- Engage with callers through proper greeting and efficiently address confidential information following established branch protocols.
Supervisor/Manager
Jack in the Box
San Diego
01.2014 - 12.2015
- Supervise employee breaks and lunch per schedule.
- Assigned daily cash registers to employees and pre-balanced cash drawer limits for accuracy.
- Assisted store manager in creating weekly schedules to ensure adequate staffing.
- Trained and mentored staff to enhance service quality and efficiency.
- Knowledge of accounting and strong cash handling experience through point-of-sale terminal Software.
- End of shift conduct cash drawer balance and prepare business deposit.
- Enforced food and safety standards and procedures during random audits from the Food and Safety Administration to maintain compliance.
- Handle customer inquiries and complaints daily.
- Provided exceptional customer service to enhance satisfaction.
- Resolved conflicts calmly and effectively in challenging situations.
Education
High School Diploma -
San Diego High School
06-2016
Skills
- Cash handling
- Financial product knowledge
- Customer relationship management
- Account management
- Customer service
- Team collaboration
Certification
- Notary Public of the State of California. Commission # 2509545
Timeline
Universal Service Banker
BluPeak Credit Union
05.2022 - Current
Bank Teller II
Bank of the West
03.2020 - 05.2022
Teller II
Citi Bank
01.2016 - 03.2020
Supervisor/Manager
Jack in the Box
01.2014 - 12.2015
High School Diploma -
San Diego High School