Stephanie Jaimes
San Jose
Summary
Flexible hard worker ready to learn and contribute to team success.
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Overview
5
5
years of professional experience
2014
2014
years of post-secondary education
1
1
Certification
Work History
Personal Banker
Wells Fargo
Los Altos
02.2025 - Current
- Assisted clients with account inquiries and banking services.
- Analyzed financial needs to recommend suitable products.
- Educated customers on digital banking tools and services.
- Resolved client complaints with empathy and professionalism.
- Maintained knowledge of regulatory changes affecting banking operations.
- Fostered relationships with clients to enhance trust and loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Responded promptly to customer emails, phone calls and requests for information.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Monitored changes in laws related to banking policies and procedures.
- Researched customer inquiries and reported findings in a timely manner.
- Executed wire transfers of funds in compliance with banking best practices.
- Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
Personal Banker
Bank of Jackson Hole
Jackson
08.2024 - 12.2024
- Assisted clients with account inquiries and banking services.
- Analyzed financial needs to recommend suitable products.
- Educated customers on digital banking tools and services.
- Maintained knowledge of regulatory changes affecting banking operations.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Followed operational standards, promoting security, risk management and compliance.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Analyzed financial documents provided by customers to determine their needs.
Store Manager
PLS Check Cashing
Indianapolis
09.2023 - 08.2024
- Managed daily operations and staff scheduling for check cashing services.
- Trained employees on customer service standards and compliance procedures.
- Oversaw cash handling procedures to ensure accuracy and security.
- Implemented inventory controls for office supplies and promotional materials.
- Developed staff performance reviews to enhance team productivity and morale.
- Resolved customer inquiries and complaints to maintain service quality.
- Coordinated promotional events to increase store visibility in the community.
- Maintained regulatory compliance with state and federal check cashing laws.
- Recruited, trained and supervised new employees.
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Managed inventory tracking and physical inventory counts to minimize loss.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Resolved customer complaints in a timely manner.
- Created weekly work schedules for store personnel.
- Oversaw inventory management through cycle counts, audits and shrinkage control.
- Managed daily banking activities such as deposits and withdrawals.
- Updated and maintained store signage and displays.
- Prepared monthly reports on sales figures, expenses, profits.
- Ensured compliance with safety regulations and company policies.
- Maintained accurate records of employee performance reviews.
- Oversaw storewide merchandising benchmarks to maintain operational excellence.
- Reviewed customer feedback to make operational improvements and promote satisfaction.
- Exceeded team goals and resolved issues by sharing and implementing customer service initiatives.
- Built relationships with key customers and stakeholders to grow business networks and locate new opportunities.
- Prepared staff work schedules and assigned team members to specific duties.
- Delegated work to staff, setting priorities and goals.
- Monitored progress by establishing plans, budgets and measuring results.
- Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
Lead Teller
Meridian Credit Union
Jackson
08.2022 - 08.2023
- Managed daily cash operations and ensured accurate balancing of cash drawers.
- Supervised and trained tellers on customer service and transaction processes.
- Facilitated customer transactions efficiently using banking software systems.
- Provided guidance on account inquiries and resolved customer issues promptly.
- Ensured compliance with banking regulations and internal policies consistently.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Identified potential fraud risks or suspicious activities within the branch's financial accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Audited teller transactions for accuracy prior to submission for processing.
- Collaborated with external vendors to ensure proper maintenance of ATMs and other banking equipment.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Handled cash transactions, balanced cash drawers, performed loan payments, and issued cashier's checks.
- Processed customer transactions including deposits, withdrawals, transfers, loan payments.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
Shift Supervisor
PLS Check Cashing
Kenosha
06.2021 - 07.2022
- Supervised cash handling and transaction processes for customer service efficiency.
- Trained new staff on operational procedures and customer interaction standards.
- Managed daily scheduling to ensure adequate coverage during peak hours.
- Assisted customers with inquiries regarding check cashing and financial services.
- Conducted regular audits of cash drawers to maintain accuracy and security protocols.
- Performed cash handling duties such as counting money, balancing registers, and preparing bank deposits.
- Identified areas of improvement within the department and implemented necessary changes.
- Reviewed employee time sheets for accuracy prior to submitting them for payroll processing.
- Taught staff upselling techniques to meet revenue targets.
CSR
PLS Check Cashing
Kenosha
01.2021 - 06.2021
- Assisted customers with check cashing and financial transactions.
- Provided excellent customer service in a fast-paced environment.
- Verified customer identification and processed transactions accurately.
- Educated clients on available services and financial products offered.
- Managed cash drawer and ensured proper cash handling procedures.
- Resolved customer inquiries and issues efficiently and courteously.
- Maintained cleanliness and organization of the service area.
- Collaborated with team members to enhance overall service delivery.
Education
Venustiano Carranza
Veracruz , MXSkills
- Customer needs analysis
- Digital banking education
- Fraud detection
- Regulatory compliance
- Financial product knowledge
- Cash handling procedures
- Team leadership
- Account maintenance
- Sales growth
- Cross-selling and upselling
- Banking
- Customer service
- Spanish fluency
Languages
Spanish
Full Professional
Certification
- NMLS #2700962
Timeline
Personal Banker
Wells Fargo
02.2025 - Current
Personal Banker
Bank of Jackson Hole
08.2024 - 12.2024
Store Manager
PLS Check Cashing
09.2023 - 08.2024
Lead Teller
Meridian Credit Union
08.2022 - 08.2023
Shift Supervisor
PLS Check Cashing
06.2021 - 07.2022
CSR
PLS Check Cashing
01.2021 - 06.2021
Venustiano Carranza