Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

David Pena

Idaho Springs

Summary

Dynamic banking professional with extensive experience at South State Bank, excelling in cash handling and drawer balancing. Proven track record in delivering exceptional customer service while identifying sales opportunities. Bilingual in Spanish, adept at fostering strong client relationships and ensuring compliance with banking regulations. Committed to enhancing operational efficiency and security.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Teller III

South State Bank
06.2004 - Current
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Maintained friendly and professional customer interactions.

Processing and Reconciling Teller

US Bank NA
09.2003 - 06.2004
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Education

Associate of Arts - Criminal Justice

Red Rocks Community Center
Lakewood, CO
12-2018

Skills

  • Drawer balancing
  • Account updating
  • Banking law compliance
  • Sales expertise
  • Banking
  • Strong work ethic
  • Spanish speaking
  • Cash handling expertise
  • Cash handling
  • Exceptional customer service
  • Fraud identification
  • Excellent communication skills
  • Fraud detection

Certification

  • Bank Operations Certification Training programs - Yearly

Timeline

Teller III

South State Bank
06.2004 - Current

Processing and Reconciling Teller

US Bank NA
09.2003 - 06.2004

Associate of Arts - Criminal Justice

Red Rocks Community Center
David Pena