Arely Lopez
Chula Vista ,CA
Summary
Top-performing professional with substantial experience in banking and finance. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
10
10
years of professional experience
Work History
Bank Teller
Wells Fargo Bank
03.2019 - 12.2021
- Processed customer transactions promptly, minimizing wait times.
- Reconciled cash drawer and resolved discrepancies.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Assisted with training of new tellers on policies and procedures.
- Turned in excess cash to maintain drawer security.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
Personal Banker
Wells Fargo Bank
10.2012 - 03.2019
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Promoted financial products by maintaining excellent service offering knowledge.
- Provided customers with additional information regarding account services.
- Activated new accounts and issued customer identification numbers.
- Responded to customer inquiries regarding new accounts and account services.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Verified customer identity and reviewed documentation for accuracy.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Business Banker
Wells Fargo Bank, N.A.
09.2011 - 07.2012
- Maintained up-to-date knowledge of competitors' products.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Offered competitive commercial banking solutions and retail financing options.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Networked to identify potential new clients and expand geographic territories.
- Discussed financial options with clients and provided informed suggestions.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Education
Business Administration
Southwestern College
Chula Vista, CABusiness Administration
El Camino College
Torrance, CASkills
- Cash Vault Auditing
- Customer Satisfaction
- Loss Mitigation
- Legal Considerations
- Client Relationship Management
- Branch Operations
- Sales Expertise
- Safe Deposit Box Oversight
- Assist Tellers
- Customer Order Management
- Open New Accounts
- Serve Customer Needs
- Banking
- Financial Advisement
- Client Interactions
Languages
Spanish
Native or Bilingual
Timeline
Bank Teller
Wells Fargo Bank
03.2019 - 12.2021
Personal Banker
Wells Fargo Bank
10.2012 - 03.2019
Business Banker
Wells Fargo Bank, N.A.
09.2011 - 07.2012
Business Administration
Southwestern College
Business Administration
El Camino College