Summary
Overview
Work History
Education
Skills
Languages
References
Languages
Timeline
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CECILIA LOZADA

Atlanta,GA

Summary

Accomplished Sr. Relationship Banker with a proven track record at Truist Bank, adept in leveraging critical thinking and exceptional communication skills to enhance customer satisfaction and meet complex banking needs. Excelled in financial reviews and customer service, demonstrating a fast learning ability and a knack for problem-solving. Proficient in Microsoft Office, I significantly contributed to achieving branch and individual goals.

Overview

21
21
years of professional experience

Work History

Sr. Relationship Banker

Truist Bank
Atlanta, GA
02.2022 - Current
  • Conducted financial reviews with clients to identify their current and future needs.
  • Researched and responded to customer inquiries regarding banking products and services.
  • Advised customers on ways they could reduce costs associated with their banking activities.
  • Educated customers on options for managing financial transactions by leveraging technology, tools, and resources, such as online banking.
  • Modified, opened and closed customer accounts.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Contributed to Branch goals, as well as Individual goals.

Bank Teller

JP Morgan Chase
Atlanta
07.2010 - 05.2015
  • Cash handling and drawer balancing.
  • Assisted customers with all banking needs, such as transactions, account inquiries, and new accounts.
  • Custodian of the ATM and vault.
  • Performed cash handling duties including counting currency, coins and checks.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Followed strict compliance guidelines when completing financial transactions for customers.
  • Assisted customers with basic technical issues related to digital banking platforms.
  • Cashed customer checks verified identification and checked account balances in accordance with bank policy.

Mortgage Modification Specialist

Financial Services of America
Norcross
03.2008 - 06.2010
  • Assisted customers in completing loan modification applications accurately and completely.
  • Reviewed customers' financial information to determine eligibility for loan modifications.
  • Negotiated with lenders on behalf of clients to obtain the best terms for loan modifications.
  • Developed strategies for successful loan modification outcomes.
  • Provided advice and guidance to clients regarding their options for loan modification.
  • Analyzed clients' budgets, income, and expenses to determine whether a loan modification is feasible.
  • Maintained up-to-date knowledge of industry trends and changes in government regulations governing loan modifications.

Business Call Center

Jim Ellis Chevrolet
Atlanta
03.2004 - 07.2008
  • Worked in the call center, answering clients' questions and inquiries.
  • Followed up with potential clients and referred them over to a salesperson.
  • During that time at the dealership, I also worked on the sales floor, selling cars.
  • Greeted customers and provided product information.
  • Assisted customers in making informed decisions about the cars they were interested in purchasing.
  • Conducted test drives for prospective buyers.

Education

Business Administration -

Georgia Perimeter College
Atlanta
05.2014

High School Diploma -

Shiloh High School
Snellville
05.2005

Skills

  • Critical thinking and problem solving
  • Microsoft Excel
  • Ability to Work Under Pressure
  • Microsoft PowerPoint
  • Ability to Multitask
  • Effective Time Management
  • Fast Learner
  • Computer Skills
  • Microsoft Office
  • Ability to Work in a Team
  • Communication Skills
  • Customer service
  • Creative Thinking

Languages

Spanish

References

  • Natalia, Ding, Natalia.ding@jpmorgan.com, 4048525651, JP Morgan Chase
  • Michelle, Best, 6789789732, US Mortgage Corp., Atlanta
  • Don, Campbell, Donc@jimellis.com, 4044015451, Jim Ellis Dealership

Languages

Spanish
Native/ Bilingual

Timeline

Sr. Relationship Banker

Truist Bank
02.2022 - Current

Bank Teller

JP Morgan Chase
07.2010 - 05.2015

Mortgage Modification Specialist

Financial Services of America
03.2008 - 06.2010

Business Call Center

Jim Ellis Chevrolet
03.2004 - 07.2008

Business Administration -

Georgia Perimeter College

High School Diploma -

Shiloh High School

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CECILIA LOZADA