Summary
Overview
Work History
Education
Skills
Timeline
Generic

Paula Estrada

Varney

Summary

Versatile Teller knowledgeable about checking, savings and investment fund accounts and transactions. Skilled in assisting customers with accounts, transfers and banking product needs. Brings excellent communication skills combined with open and upbeat nature.

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

28
28
years of professional experience
1997
1997
years of post-secondary education

Work History

Universal banker 2

Truist
Pikeville
09.2007 - Current
  • Assisted customers with account openings and inquiries at Truist branches.
  • Processed transactions accurately and efficiently for diverse banking services.
  • Educated clients on banking products and services tailored to their needs.
  • Collaborated with team members to enhance customer service experiences.
  • Resolved customer issues promptly, ensuring satisfaction and retention efforts.
  • Maintained compliance with regulatory requirements and internal policies diligently.
  • Branch champion since 2023.
  • Utilized banking software to manage customer information and transaction records securely.
  • Supported branch operations by performing administrative tasks as needed.
  • Processed deposits, withdrawals, loan payments and other financial transactions.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
  • Answered telephone inquiries regarding account balances, fees or general information.
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Verified customer identity through driver's license or other forms of identification.
  • Advised customers on how to use mobile banking applications effectively.
  • Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
  • Assisted customers with online banking setup and troubleshooting issues.
  • Conducted outbound calls to follow up on leads generated from marketing campaigns.
  • Maintained records of customer interactions and transactions in accordance with bank policies.
  • Attended weekly meetings with branch managers to discuss goals related to sales targets.
  • Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
  • Supported the implementation of new systems related to banking operations.
  • Provided guidance on establishing automatic transfers between various accounts.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Was Branch Coordinator from 2021-2023.

Store Manager

SUBWAY®Restaurants
Coalton
05.1998 - 09.2007
  • Managed daily operations and ensured compliance with health and safety standards.
  • Trained and supervised team members to deliver exceptional customer service.
  • Oversaw inventory management and maintained stock levels efficiently.
  • Implemented promotional strategies to enhance product visibility and sales.
  • Conducted regular staff meetings to discuss performance and operational improvements.
  • Resolved customer complaints promptly to maintain satisfaction levels.
  • Analyzed sales data to forecast trends and adjust staffing accordingly.
  • Coordinated with suppliers to ensure timely delivery of fresh ingredients.
  • 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.

Education

Associate of Business Administration - Business

Kentucky College of Business
Pikeville, Ky
06.1996 - 05.1998

Millard High School
Millard, Ky

Skills

  • Customer account management
  • Banking software application
  • Regulatory compliance
  • Transaction processing
  • Customer relationship management
  • Effective communication
  • Problem solving
  • Team collaboration
  • Employee training
  • Cash handling procedures
  • Cash handling proficiency
  • Payment processing
  • Risk management
  • Daily operations

Timeline

Universal banker 2

Truist
09.2007 - Current

Store Manager

SUBWAY®Restaurants
05.1998 - 09.2007

Associate of Business Administration - Business

Kentucky College of Business
06.1996 - 05.1998

Millard High School
Paula Estrada