Alejandra Cotoc-Cax
Georgetown,DE
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
7
7
years of professional experience
Work History
Universal Banker
M&T Bank
07.2022 - Current
- Opened checking, savings, and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Design Consultant
Ashley’s
08.2021 - 05.2022
- Established strong relationships with clients by maintaining open lines of communication throughout the entire design process.
- Managed multiple concurrent projects while meeting strict deadlines and maintaining attention to detail.
- Optimized space planning for improved functionality in both residential and commercial spaces.
- Evaluated clients'' existing spaces to identify opportunities for improvement or enhancement based on their goals and objectives.
- Secured repeat business by fostering long-term relationships with satisfied clients through regular check-ins and after-sales support.
- Delivered exceptional customer service through in-depth product knowledge, understanding client preferences, and offering suitable solutions.
- Contributed to overall team success by collaborating with colleagues, sharing best practices, and supporting continuous improvement initiatives in sales strategy and processes.
Janitorial Supervisor
Schuman’s Cleaning
07.2017 - 11.2018
- Managed inventory of cleaning supplies, ensuring adequate stock levels while minimizing waste and costs.
- Trained staff on safe operation of cleaning equipment, tools, devices and chemical and cleaning agents to efficiently perform duties and reduce harm to floors, fixtures, staff and environment.
- Prepared and presented reports of hours worked, staff assignments, and tasks and duties performed to properly allocate department expenses and maintain budget.
- Improved cleanliness and organization of facilities by implementing effective janitorial procedures and protocols.
- Ensured timely completion of tasks by delegating responsibilities efficiently among team members based on individual abilities.
- Addressed customer concerns promptly and professionally, resolving issues in an efficient manner.
- Maintained safe work environments through adherence to regulatory requirements and industry best practices for janitorial services.
Education
Bachelor of Science - Criminal Justice
Mary Baldwin College
Staunton, VA2024
High School Diploma -
Sussex Central High School
Georgetown, DE05.2014
Skills
- Customer Relationship Management
- Loss Prevention
- Risk Mitigation
- Financial Institution Regulations
- Branch operations
- Financial product knowledge
- Banking software navigation
- Team Collaboration
- Fluent Bilingualism
Timeline
Universal Banker
M&T Bank
07.2022 - Current
Design Consultant
Ashley’s
08.2021 - 05.2022
Janitorial Supervisor
Schuman’s Cleaning
07.2017 - 11.2018
Bachelor of Science - Criminal Justice
Mary Baldwin College
High School Diploma -
Sussex Central High School
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