Estefania Mireles
Cordova
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Overview
15
15
years of professional experience
Work History
Bank Teller
Wells Fargo
Cordova
02.2023 - Current
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercises judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Bilingual Specialist II
ALSAC/St Jude Children's Research Hospital
Memphis
10.2013 - 08.2016
- Answering a high volume of calls both English and Spanish assisting donors with any questions or concerns
- Performing account maintenance on donor accounts such as monetary donations via credit card, address changes, creating pledges, etc
- Reviewing any incoming mail from donors requesting any changes to their accounts
- Exercised versatility in fast-paced, agile work environments.
Bilingual Relationship Banker
Regions Bank
Memphis
11.2012 - 06.2013
- Advised customers on bank products, services and financial planning options.
- Identified financial needs of customers and presented appropriate product and service options.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
Bank Teller
Regions Bank
Memphis
01.2011 - 11.2012
- Welcomed customers and offered pleasant service during entire transaction.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Responded and assisted customers with account inquiries and updates.
- Explained bank services, financial products and applicable fees to customers.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Entered transactions into computer and issued customer receipts.
Education
Southwest Tennessee Community College
05.2012
California State University, Carson High School
07.2010
06.2009
Skills
- Task Prioritization
- Money Handling
- Data Entry
- Relationship Building
- Customer Service-Oriented
- Problem Solving
- Account Services
- Cash Drawer Reconciliation
- Attention to Detail
- Microsoft Proficiency
References
REFERENCES Available Upon Request
Languages
- English
- Spanish
Timeline
Bank Teller
Wells Fargo
02.2023 - Current
Bilingual Specialist II
ALSAC/St Jude Children's Research Hospital
10.2013 - 08.2016
Bilingual Relationship Banker
Regions Bank
11.2012 - 06.2013
Bank Teller
Regions Bank
01.2011 - 11.2012
Southwest Tennessee Community College
California State University, Carson High School