Isela Avila
Petville
Summary
Proficient in both English and Spanish languages. Banking professional with over 28 years of being successful at cross-selling bank products and services. Hardworking and outgoing member versed in cash handling processes and management principles. Building extraordinary client relationships by going above and beyond yet doing what is right for the client and the institution. Maintaining Integrity, Trust, Mutual Respect, Fidelity, and Stability within guidelines are just a few of the many highly respected traits I adhere to with dignity. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
30
30
years of professional experience
Work History
Senior Personal Banker IV
SUNTRUST BANK/TRUIST BANK
11.2009 - 10.2021
- Exceeded monthly, quarterly, and yearly sales goals on a continual basis
- Coached multiple new hires and existent teammates for the Banker’s role
- Exceptional skills to resolve all customer issues and inquiries effectively and efficiently
- Maintained an extended repeat customer base due to my client-focused approach
- Rapid data entry skills with proficiency in Microsoft Word and Excel spreadsheets
- Very comfortable with multi-tasking with multiple platforms
- Responsible to meet and exceed sale of account solutions including Home Equity Lines, Car loans, Mortgage Loans, Checking and Savings Accounts, including cross-selling to Premier and Financial Advisors and other bank partners
- Responsible for the cash shipments and ordering
- Trained team players for efficiency in all cash handling procedures/balancing to keep risk or loss exposure to a minimum or none
- Scheduled staffing to maintain adequate workflow
- Promoted over time with all acquired skills and training.
Tax Preparer
LIBERTY TAX
02.2012 - 02.2014
- Assisted customers with completing personal and business tax returns
- Facilitated efficiency with creating spreadsheets to enhance necessary expenditures for businesses to maximize legally accepted write offs to enhance refund
- Maintained excellent customer satisfaction which reflected with repeat customers and referrals.
Customer Service
BEST BUY
01.2009 - 03.2010
- Executed customer returns and incoming calls pertaining to returns
- Resolved customer complaints in a professional manner
- Responsible for balancing cash register
- Consulted product upgrades for maximum satisfaction and product experience.
Cashier
PUBLIX SUPERMARKET
09.2007 - 06.2008
- Maintained friendly and professional customer interactions
- Complied with the daily cash register balancing requirements
- Assisted with customer inquiries and recommendations.
Merchant Service Supervisor
BELIZE BANK
09.1991 - 09.2007
- Responsible for the setting up and servicing for new and existing merchants
- Data entry and balancing daily bank Transaction for the entire branch
- Executed international wire transfers based on regulatory procedures
- Serviced both in-branch and remote ATMs
- Adhered to all cash handling regulations including training teammates
- Maintained long-term client loyalty by providing excellent customer service.
Education
CORNERSTONE ONDEMAND FOUNDATION - 2023 -
SELF - GROWTH
Certificate in Microsoft 365 - 2019 -
EARN AND EXCEL ONLINE
Associate of Applied Science – Accounting -
FLORIDA INSTITUTE OF TECHNOLOGY
Melbourne, FlCertificate in Computerized Accounting -
TAYLOR BUSINESS INSTITUTE
Chicago, Il01.1990
High School Diploma -
MUFFLES COLLEGE
01.1988
Skills
- Client Relationship Management
- Branch operations
- Team Cooperation
- Customer Service
- Mortgage Knowledge
- Cross-Selling and Upselling
- Cross-Selling Products
Awards And Acknowledgements
- Earned Performance awards for 2014 and 2015 for Outstanding Customer Service and Performance Achievements within the entire company of Suntrust Bank
- Selected as the only 2019 Purpose Ambassador for Suntrust Bank in SW Florida
Timeline
Tax Preparer
LIBERTY TAX
02.2012 - 02.2014
Senior Personal Banker IV
SUNTRUST BANK/TRUIST BANK
11.2009 - 10.2021
Customer Service
BEST BUY
01.2009 - 03.2010
Cashier
PUBLIX SUPERMARKET
09.2007 - 06.2008
Merchant Service Supervisor
BELIZE BANK
09.1991 - 09.2007
CORNERSTONE ONDEMAND FOUNDATION - 2023 -
SELF - GROWTH
Certificate in Microsoft 365 - 2019 -
EARN AND EXCEL ONLINE
Associate of Applied Science – Accounting -
FLORIDA INSTITUTE OF TECHNOLOGY
Certificate in Computerized Accounting -
TAYLOR BUSINESS INSTITUTE
High School Diploma -
MUFFLES COLLEGE
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