Paul Montecinos Email & Phone Number

Austin, Tx, Us

• Process domestic wires for members, HR, accounting, consumer and mortgage lending.• Daily review of online account openings using the Andera and Paypal systems.• Mobile banking review, re-processing, and adjustment processing.• Share-draft processing including pay/no pay decisions and check adjustments.• ACH file review and posting including manual posting of rejected items, processing ACH returns and NOC's.• Account research including subpoenas, verification of deposit processing, and check image research.• Negative account maintenance including both charging off and reporting accounts to Chexsystems, and collecting and removing accounts from Chexsystems once paid.

• Open new accounts, refer appropriate products and answer general inquiries.• General account maintenance, transaction processing, and account support.• Online and mobile banking enrollment and technical support.• Debit and credit card assistance through Visa DPS and Base 2000 platforms.• IRA Subject Matter Expert assisting contact center with IRA transactions and related inquiries.

• A dual role between a Teller and a Personal Banker• 100% in balancing and accuracy • Help maximize sales and minimize risk • Help Tellers and other Associates with meet there goals with referrals and sales• Received multiple awards for problem resolution • Handle problems in a quick efficient manner while delighting the customer • Problem resolution manager in charge of commit cases to ensure satisfaction when the customer has a problem

• 100% in balancing and accuracy • Engage with customers to ensure the best possible experience• Ranked 78 overall teller score out of approximately 400 In the market • Awarded 7 customer service recognitions • Raised the bar for teller referrals currently averaging 6 a day - requirement is 3• Recognized as the as the overall top performer at banking center • Awarded a bronze medal for being the teller to get the most DDA referrals

Data Science

Finance, General