Benjamin Lopez
Summary
Personal Teller - Trustworthy Teller skilled in working in customer-focused work environments. Offering strong knowledge of banking products and services. Dependable and punctual with outstanding mathematical aptitude.
Member Service Officer - Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Busser - Driven Busser with experience working with restaurant teammates. Highly skilled at cleaning and organizing while addressing customer concerns with speed, accuracy and professionalism. Committed to customer satisfaction to resolve complex issues and win customer loyalty.
Overview
2
2
years of professional experience
Work History
Personal Teller
Financial Partners Credit Union
10.2023 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Maintained accurate records of customer transactions in line with bank procedures.
- Assisted with training of new tellers on policies and procedures.
- Identified sales opportunities and referred customers to branch partners in financial services.
Member Service Officer
Financial Partners Credit Union
04.2022 - 10.2023
- Maintained customer records by updating account information.
- Prepared monthly, daily and weekly statistical reports.
- Answered over [Number] calls per day relating to customer and member products and services.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Maintained up-to-date knowledge of product and service changes.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Educated customers about billing, payment processing and support policies and procedures.
- Trained new personnel regarding company operations, policies and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Provided advice on different bank products and financial options.
- Executed wire transfers, stop payments and account transfers.
Busser
SUR Restaurant & Lounge
09.2021 - 01.2022
- Reset and cleaned tables quickly to prepare for new customers.
- Worked quickly, communicated with other staff and always looked for better ways of completing tasks to improve productivity and keep tables ready for incoming guests.
- Collected trash, wiped up spills, and removed trays to maintain fresh and clean customer areas.
- Transported dirty utensils, dishes, and trays to kitchen to help team stay on top of cleaning.
- Worked well in diverse team settings by partnering with others to complete tasks.
- Refilled drinks and provided extra napkins and silverware to go extra mile in serving customers.
- Developed excellent relationships with managers and fellow team members to support team success and positive work environment.
- Trained new staff in bussing and cleaning procedures.
- Arranged tables and chairs for special occasions and events.
Education
No Degree - Computer Science
East Los Angeles Community College
1301 Avenida Cesar Chavez, Monterey Park, CA 9175406.2025
High School Diploma -
Hollywood Highschool
1521 N Highland Ave, Los Angeles, CA 9002806.2021
Skills
- Regulatory Compliance
- Financial Advising
- Customer Relationship Building
- Relationship Building and Management
- Bilingual in [Spanish]
- Savvy Relationship-Builder
- Problem Solving
- Self-Motivation
- Task Prioritization
- Active Listening
- Attention to Detail
- Public Speaking
- Data Entry
- Reliable
- Flexible and Adaptable
- Microsoft Word
Timeline
Personal Teller
Financial Partners Credit Union
10.2023 - Current
Member Service Officer
Financial Partners Credit Union
04.2022 - 10.2023
Busser
SUR Restaurant & Lounge
09.2021 - 01.2022
No Degree - Computer Science
East Los Angeles Community College
High School Diploma -
Hollywood Highschool
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