EMErika Moncada
@erikamoncada
Dedicated finance professional with strong customer service skills.
United StatesWhat I'm looking for
I am a finance professional with a diverse background in customer service and accounting. My journey began with internships in Nicaragua, where I honed my skills in bank reconciliation and tax returns. I have a passion for helping clients navigate their financial needs and goals.
Currently, I work as a Teller at Wells Fargo Bank in San Antonio, Texas, where I focus on transactions and risk prevention. My previous roles have equipped me with valuable experience in customer engagement and loss prevention, making me adept at handling various financial situations.
With a degree in Public Accounting and Finance from Universidad Nacional Politécnica, I am continuously improving my English skills while leveraging my bilingual abilities to serve a diverse clientele. I am committed to delivering exceptional service and contributing to the financial success of my clients.
Experience
Work history, roles, and key accomplishments
Teller
Wells Fargo Bank
Jan 2024 - Present (1 year 6 months)
Conducted teller window transactions and applied risk and loss prevention techniques. Assisted clients in identifying their financial needs and goals.
Customer Service Representative
PLS Check Casher
Jun 2023 - Dec 2023 (6 months)
Verified checks and implemented loss prevention strategies. Processed various transactions at the teller window.
Customer Service Agent
Banco LAFISE
Jul 2022 - May 2023 (10 months)
Managed customer inquiries and opened new cases. Informed customers about their case statuses, including vehicle and life insurance.
Accounting Intern
Explotec S.A.
Jan 2022 - May 2022 (4 months)
Prepared trial balances and assisted with tax returns. Gained experience in accounting procedures and financial documentation.
Finance Intern
Scandinavian Tobacco Group
Mar 2021 - Dec 2021 (9 months)
Performed bank reconciliations and prepared trial balances. Assisted with payment forms and other financial documentation.
Education
Degrees, certifications, and relevant coursework
Universidad Nacional Politécnica (UNP)
Tercer grado de carrera de Contaduría Pública y Finanzas, Contaduría Pública y Finanzas
Studied Public Accounting and Finance at Universidad Nacional Politécnica. Gained foundational knowledge in financial principles and practices. Developed skills relevant to accounting and finance careers.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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