Daniela Lozano
Naples,FL
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Lead Teller successfully displaying customer-first mentality while interacting with customers. Understanding and empathetic communicator adept in connecting with others to meet banking needs. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level lead teller position. Ready to help team achieve company goals. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Reliable professional with experience notarizing documents, filling out paperwork and verifying client identities. Consistent with following notary process and knowledgeable of relevant laws and regulations. Responsible Cashier proficient in handling money, restocking merchandise and helping customers locate products. History of keeping work areas clean, neat and professionally arranged. Good listening skills combined with attentive and detail-oriented nature. Dedicated Cashier experienced in high-end retail operations. Professional and friendly with remarkable customer service and sales abilities. Bringing experience and product knowledge to exceed revenue goals.
Overview
8
8
years of professional experience
Work History
ATM Custodian
Wells Fargo
01.2022 - Current
- Documented changes and actions in computer-based tracking system.
- Adhered to safety protocols and policies to reduce workplace hazards.
- Evaluated systems according to predetermined checklist and noted issues.
- Diagnosed and troubleshot problems, repairing, and restoring machines to peak performance.
Notary Public
Wells Fargo
01.2022 - Current
- Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
- Administered oath to document signers to obtain affirmation of truth.
- Checked documents and identifying credentials for all parties.
- Examined documents for accuracy, completion and compliance before notarizing.
- Maintained accurate records of all documents notarized to support accurate recordkeeping and reporting requirements.
- Checked client identification to maintain compliance with state legal requirements.
- Checked documents for accuracy and correct signing before notarizing.
- Updated journal with names and dates for permanent record.
- Looked for signs of fraud or coercion and refused notarization.
- Provided guidance to customers to facilitate completion of notarial documents.
- Proofread and edited documents for accuracy and grammar.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Trained and supervised employees on office policies and procedures.
- Ordered and distributed office supplies while adhering to fixed office budget.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
Lead Teller
Wells Fargo
01.2016 - Current
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Introduced customers to other bank team members to help meet financial needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered inquiries regarding checking and savings accounts and other related products.
- Mentored newly hired team members on appropriate responses to patron questions.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Replenished ATM funds in empty canisters prior to validation process.
- Identified potential needs through observation, questioning, and listening.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Trained new hires on customer service policies and procedures.
- Counted, verified and handled bank deposits and armored car transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Assisted customers with banking needs and inquiries.
- Monitored and verified suspicious activity on customer accounts.
- Referred customers to other banking departments for specialized services.
Customer Service Representative
Publix
07.2016 - 04.2023
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Processed customer service orders promptly to increase customer satisfaction.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Developed customer service policies and procedures to meet and exceed industry service standards.
- 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.
- Met customer call guidelines for service levels, handle time and productivity.
- Delivered prompt service to prioritize customer needs.
- Maintained up-to-date knowledge of product and service changes.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Responded proactively and positively to rapid change.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Trained new personnel regarding company operations, policies and services.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Managed timely and effective replacement of damaged or missing products.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Cross-trained and provided backup support for organizational leadership.
- Trained staff on operating procedures and company services.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Increased efficiency and team productivity by promoting operational best practices.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
- Implemented and developed customer service training processes.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
Grocery Clerk
Publix
07.2016 - 04.2023
- Stocked shelves and organized merchandise displays for easy retrieval.
- Pleasantly greeted customers and provided prompt and courteous service.
- Communicated with customers and staff politely and professionally to uphold store standards.
- Rotated grocery products ensuring that expired or spoiled items were immediately removed and adhered to "first in, first out" rule.
- Cleaned and maintained store aisles and merchandise displays to provide customers with positive experience.
- Assisted customers by finding items quickly to boost store satisfaction rates.
- Retrieved items for customers and verified prices.
- Inspected floor displays, noted missing items, and immediately replenished merchandise.
- Removed trash, swept, and mopped floors for professional appearance.
- Addressed customer complaints and concerns, providing mutually beneficial solutions.
- Helped customers complete purchases by moving heavy items, collecting payments, and bagging purchases.
- Collected shopping carts from parking lot and returned to stand to keep lot organized.
- Operated cash register to accurately process and record customer payments.
- Learned duties for various positions and provided backup at key times.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Worked with floor team and managers to meet wide range of customer needs.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Lifted up to [Number] pounds at once and used forklift to move heavier loads.
- Demonstrated product features, answered questions and redirected objections to highlight positive aspects.
- Handled cash with high accuracy and took care to check bills for fraud.
- Processed refunds and exchanges in accordance with company policy.
Cashier
Publix
04.2016 - 04.2023
- Greeted customers entering store and responded promptly to customer needs.
- Built relationships with customers to encourage repeat business.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Welcomed customers and helped determine their needs.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Stocked, tagged and displayed merchandise as required.
- Assisted customers with returns, refunds and resolving transaction issues.
- Answered questions about store policies and addressed customer concerns.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Addressed customer needs and made product recommendations to increase sales.
- Tallied cash drawer at beginning and end of each work shift.
- Performed cash, card and check transactions to complete customer purchases.
- Operated cash register to record transactions accurately and efficiently.
- Handled cash with high accuracy and took care to check bills for fraud.
- Used POS system to enter orders, process payments and issue receipts.
- Learned duties for various positions and provided backup at key times.
- Worked with floor team and managers to meet wide range of customer needs.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Processed refunds and exchanges in accordance with company policy.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Checked personal identifications during alcohol and tobacco sales.
- Kept cash wrap stocked, products faced and shelving free of misplaced items or trash.
- Set up new sales displays each week with fresh merchandise.
- Conducted inventory counts by adding each item in stock and documenting in computer system.
- Monitored self-checkout systems and provided help in resolving complex problems.
- Demonstrated product features, answered questions and redirected objections to highlight positive aspects.
- Identified and resolved discrepancies and errors in customer accounts.
Education
High School Diploma -
Lely High School
Naples, FL05.2018
Skills
- Microsoft Office
- Deposit Funds
- Remote Troubleshooting
- Jam Clearing
- Safety Protocols
- Customer Satisfaction
- Customer Transactions
- Wire Transfer
- Balance Cash Drawers
- Night and Safe Deposit Procedures
- Balancing ATM Machines
- Bank Deposits
- Investigate Discrepancies
- ATM Balancing
- Procedures Compliance
- Resource Estimation
- Cashier's Checks
- ATM Transactions
- Count Currency
- Company Standards
- Meeting Support
- Document Review
- Processing Procedures
- Identification Requirements
- Greeting Visitors
- Journal Updates
- Operational Efficiency
- Team Cooperation
- Vault Buying and Selling
- Time Management
- Teller Drawer Oversight
- Sorting and Filing
- Transaction Processing
- Staff Assistance
- Training and Development
- Attention to Detail
- Night Safe Deposits
- Cash Shipment Balancing
- Analytical Thinking
- Honest and Trustworthy
- Vault Balancing
- Daily Operations Support
- Data Security and Validation
- Balance Transfers
- Cash Counting
- Verbal and Written Communication
- Staff Training
- Branch ATM Operation
- Security Procedures
- Secure Bank Vaults
- Identity Verification
- Team Leadership
- Pleasant and Personable
- Check Cashing
- Customer Education
- Cash Supply Orders
- Transaction Error Identification
- Online Tools Training
- Brand Representation
- Typing Proficiency
- Shipping and Receiving Understanding
- Problem-Solving Ability
- Proofreading
- Order Fulfillment
- Research
- Refund Processing
- Microsoft Word
- Product Promotion
- Policy and Procedure Adherence
- Retail Sales Customer Service
- Office Equipment Proficiency
- POS Systems Expertise
- Customer Consulting
- Receiving Support
- Grammar
- Stocking and Replenishing
- Customer Service
- Microsoft PowerPoint
- Computer Proficiency
- Stockroom Procedures
- Critical Thinking
- Sales Expertise
- Till Counting
- Order and Refund Processing
- Loss Prevention Goals Monitoring
- Spanish Interpreting
- Store Policies and Procedures
- Adaptable and Flexible
- Hospitality and Accommodation
- Complex Problem-Solving
- Stockroom Rotation
- POS Systems
- Telephone Answering
- Bagging and Packaging
- Register Opening and Closing
- Computer Proficiency and Microsoft Office
- Retail Transactions Processing
- Exceeding Customer Expectations
- Retail Objectives
- POS Transactions
- Safety and Cleanliness Standards
- Merchandising and Display
- Occupational Health and Safety
- Returns and Exchanges
- Issue Refunds
- Customer Assistance
- Monitor Security
- Excellent Written and Verbal Communication
- Security Practices
- Restocking
- Currency Counting
- POS Systems Operations
- Checks Validation
- Price Identification
- Cash Drawer Management
- Cleaning and Sanitizing
- Money Handling
- Product Knowledge
- Refund Handling
- Customer Service Excellence
- Feedback Acceptance
- Order Verification
- Regulatory Compliance
- Process Transactions
- Credit and Cash Transactions
- Cash Register Systems
- Coin and Currency Counting
- Belt Conveyors
- Excellent Communication Skills
- Deposit Verification
- Teller Auditing
- Spanish Speaking
- Teller Procedures
- Supervising Tellers
- Customer Experience
- Order Checks
- Cash Handling Expertise
- Bank Security Systems
- Excellent Time Management Skills
- Identity Checks
- Account Inquiries
- Balance Verification and Reconciliation
- Teller Training
- Change Orders
- Customer Referrals
- Currency and Coin Counters
- Foreign Currency Exchanges
- New Teller Training
- Customer Needs Assessments
- Auditing Procedures
- Recommending Solutions
- Exceptional Customer Service
- Monthly Audits
- Check Endorsing
- Fraud Identification
- Risk Management Evaluations
- Compliance, Banking Laws and Regulations
- Night Deposit Transactions
- Bank Services and Products Recommendation
- Mobile Banking
- Information Updates
- Deposit and Withdrawal Management
- Account Updating
- Cash Distribution
- Calculator Usage
- Teller Transactions
- Reading Comprehension
- Money Transfer Systems
- Employee Security Training
- Safety Violations
- Strategy Planning
- Signature Verification
- Generating Receipts
- Banking Standards
Languages
Spanish
Native or Bilingual
Timeline
ATM Custodian
Wells Fargo
01.2022 - Current
Notary Public
Wells Fargo
01.2022 - Current
Customer Service Representative
Publix
07.2016 - 04.2023
Grocery Clerk
Publix
07.2016 - 04.2023
Cashier
Publix
04.2016 - 04.2023
Lead Teller
Wells Fargo
01.2016 - Current
High School Diploma -
Lely High School
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