Iris Pereira
Gardena,CA
Summary
Hardworking and passionate with strong organizational skills. Motivated to learn and grow to excel in the industry. Ready to help team achieve company goals.
Overview
14
14
years of professional experience
Work History
Relationship Banker
JPMorgan Chase
San Pedro , California
10.2011 - Current
- Worked with clients to address and respond to client and partnership with one Chase team.
- Developed and maintained courteous and effective working relationships.
- Developed tailored solutions to meet individual banking needs.
- Opened, closed and updated accounts for customers.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Teller
Lockhead Credit Union
Valencia , California
01.2010 - 12.2010
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Teller
Wells Fargo
LOS ANGELES, California
01.2007 - 12.2009
- Processed customer transactions promptly, minimizing wait times.
- Stocked supplies for customers and personal teller station.
- Maintained friendly and professional customer interactions.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Education
High School Diploma -
Fremont High School
Los Angeles06.2004
Skills
- Knowledgeable with banking products
- Dependable and Responsible
- Team player
- Bilingual in Spanish & English
- Constantly check emails and answer phone calls
- Meet with team and discuss daily goals
- Call potential clients and schedule appointments
Timeline
Relationship Banker
JPMorgan Chase
10.2011 - Current
Teller
Lockhead Credit Union
01.2010 - 12.2010
Teller
Wells Fargo
01.2007 - 12.2009
High School Diploma -
Fremont High School