ANGELINE PENA
Farmington
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well organized with strong relationship building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Financial Relationship Banker
Huntington National Bank
Lakeville
07.2024 - Current
- Proven track record in building strong client relationships through proactive outreach and personalized financial solutions.
- Skilled in identifying customer needs by conducting outreach calls during downtime, leading to increased engagement and product growth.
- Experienced in opening new accounts, assisting with consumer loan applications, and resolving customer concerns with efficiency and care.
- Adept at balancing sales goals with exceptional service, consistently creating positive client experiences that foster loyalty and long-term growth.
Customer Experience Banker
Huntington National Bank
Lakeville
10.2021 - 07.2024
- Delivered exceptional customer service by assisting clients with daily transactions and ensuring a positive in branch experience.
- Identified opportunities to refer clients to Financial Relationship Bankers and the Branch Manager, contributing to sales growth and deeper client relationships.
- Supported operational excellence through accurate balancing and auditing of vault and teller cash boxes, maintaining compliance with internal controls and security standards.
- Recognized for reliability, attention to detail, and a proactive approach to both customer service and branch operations.
Customer Service Desk
Walmart
Apple Valley
05.2020 - 10.2021
- Provided front line support for customers by processing returns, exchanges, and refunds while ensuring compliance with company policies.
- Assisted shoppers with product inquiries, price adjustments, and store services to create a seamless experience.
- Managed phone calls, directed customers to appropriate departments, and resolved concerns with professionalism and efficiency.
- Maintained accurate cash handling procedures and balanced registers, contributing to smooth daily operations and high customer satisfaction.
Education
Associates -
Normandale Community College
Bloomington , MN 08.2022 - 09.2025
Skills
- Consumer lending
- Cash handling
- Account management
- Customer relationship management
- Sales strategy development
- Referral generation
- Effective communication
- Attention to detail
- Problem solving
- Customer Service-oriented
Certification
Notary Public, 07/01/24, Dakota County
Languages
Spanish, Native
Timeline
Financial Relationship Banker
Huntington National Bank
07.2024 - Current
Associates -
Normandale Community College
08.2022 - 09.2025
Customer Experience Banker
Huntington National Bank
10.2021 - 07.2024
Customer Service Desk
Walmart
05.2020 - 10.2021