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, CO12-2018
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