Amaris Lugo
Pembroke Pines,FL
Summary
Personable representative with 8 years' experience in banking. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Personal Banker
Citibank, NA
01.2023 - Current
- Trained and mentored banking staff to maximize performance, efficiency and compliance.
- Managed escalated situations by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Regularly exceeded goals set by by using Profiling skills in all professional interactions.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Promoted products or services to each customer to consistently achieve sales targets.
- Served needs of our customers in a busy environment.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Assisted customers with setting up or closing accounts, completing loan/credit card applications and signing up for new services.
- Resolved problems, improved operations and provided exceptional service.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Organized and detail-oriented with a strong work ethic.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
Area Banker
Citibank, NA
01.2022 - 01.2023
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Opened, closed, and updated accounts for customers.
- Mentored bank staff members, fostering a supportive work environment that encouraged professional growth and development.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Head Teller
Citibank, NA
01.2018 - 01.2022
- Oversaw currency shipments and vault cash while adhering to strict safety guidelines.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Strengthened client relationships through exceptional service and proactive identification of financial needs.
- Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
- Mentored tellers, fostering professional development and growth within the team.
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day with all tellers and myself.
Education
No Degree - Business Accounting
LaGuardia Community College of The City University of New York
Long Island City, NYHigh School Diploma -
Queens Vocational And Technical High School
Long Island City, NY06.2012
Skills
- Consumer banking specialist
- Relationship building and management
- Proficient in most computer programs
- Multitasking
- Analytical Skills
- Customer service
- Team management
- Fast Learner
- Works well individually and/or as part of a team
Timeline
Personal Banker
Citibank, NA
01.2023 - Current
Area Banker
Citibank, NA
01.2022 - 01.2023
Head Teller
Citibank, NA
01.2018 - 01.2022
No Degree - Business Accounting
LaGuardia Community College of The City University of New York
High School Diploma -
Queens Vocational And Technical High School
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