Dedicated professional with expertise in compliance management and banking software. Proven track record in resolving customer inquiries efficiently, contributing to high levels of satisfaction and accurate transaction tracking.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Central Operations Specialist
American Business Bank
Los Angeles, California
09.2024 - Current
Maintained compliance with banking regulations and internal policies consistently.
Assisted in resolving customer inquiries and account issues promptly.
Utilized banking software to track transactions and maintain accurate records.
Performed daily reconciliation of all bank accounts including cash clearing, suspense.
Financial Customer Service Representative
First Citizens Bank
Los Angeles, California
02.2022 - 09.2024
Explained banking products and services to enhance customer understanding.
Exceeded customer satisfaction by finding creative solutions to problems.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Completed day-to-day duties accurately and efficiently.
Assistant Manager
Wells Fargo & Company
Los Angeles, California
12.2005 - 02.2020
Coordinated team activities to enhance customer service delivery.
Managed scheduling to ensure adequate coverage during peak hours.
Consistently met or exceeded daily sales goals established by management team.
Participated in team meetings to discuss best practices for achieving sales goals.
Education
Some College (No Degree) - Business Administration
Santa Monica College
Santa Monica, CA
Some College (No Degree) - Taxation
Los Angeles Trade Technical College
Los Angeles, CA
Skills
Compliance management
Banking software
Transaction tracking
Daily reconciliation
Customer account resolution
Customer relationship management
Languages
Spanish
Native/ Bilingual
Certification
Notary License
Timeline
Central Operations Specialist
American Business Bank
09.2024 - Current
Financial Customer Service Representative
First Citizens Bank
02.2022 - 09.2024
Assistant Manager
Wells Fargo & Company
12.2005 - 02.2020
Some College (No Degree) - Business Administration