DENISSE LOZANO
Peachtree Corners,GA
Summary
Experienced professional seeking to leverage expertise and knowledge to support clients and contribute to company growth. Committed to adding value through skills and experience, eager to make a meaningful impact in a new professional journey.
Overview
16
16
years of professional experience
Work History
Branch Operation Lead
JP Morgan Chase
01.2021 - Current
- Assist with the operational duties of the branch, loss control, audits and compliance
- Help to keep controls and make sure policies are followed properly
- Make observations and follow ups with coworkers so ensure policies and procedures are being follow properly
- Help customers with all their necessities and concerns
- Support the Branch Manager with all aspects of branch operations
- Make referrals to our branch team to ensure the growing of the branch
- Help customer with transactions
Personal Banker II - Small Business Specialist/ Manager on Duty
JP Morgan Chase
01.2018 - 01.2021
- Advise customers on bank services for their needs (e.g., loans and credit cards)
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to in house financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Perform administrative duties (entering data into banking software)
- Assist business customers with their financial requirements, questions and inquires
- Manage and help team when taking decisions, make overrides and ensure that security and safety regulations are met
- Help manager with organizing schedule and in the absence of manager ensure daily task are accomplished
- Couching team member and support them with the different duties they may need to improve
- Help manager to Create and organize the daily meeting with employees and set up our daily, monthly and quarterly goals
- Ensure clients account are following the different policies and regulations, then do follow-ups with clients to correct and update the right information when they were not in compliance
- Ensure customer are utilizing all benefits on their business package and do proper recommendations to customers when they qualify for different products
Lead Teller Operations Specialist
JP Morgan Chase
01.2016 - 01.2018
- Supporting the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards
- Process and assist customers with transactions
- Making customers' lives easier by sharing and setting up self-service
- Introducing customers to our branch team to work on building relationships and assisting with specialized financial needs
- Assist with scheduling, as necessary
Teller
JP Morgan Chase
09.2013 - 01.2016
- Follow the policies and procedures to accomplish the company's requirements
- Facilitate bank transactions and provide customer service
- Provide orientation welcoming new customers and providing service information
- Accountable for troubleshooting all customer issues of concern
- Input all computer data of bank transactions and provided customer correspondence as needed
- Help with opening and closing procedures
Teller
Asociación La Nacional de Ahorros y Préstamos
02.2009 - 01.2011
- Company Overview: National Association of Savings and Loans
- Updated all invoices and made payments to customers
- Helped customers with their questions and provided solutions to their problems
- Helped customers with different transactions like deposits, withdrawals, payments transfer etc
- Ensure to satisfy customers’ expectations
- National Association of Savings and Loans
Education
Associate degree -
Borough of Manhattan Community College
01.2013
Bachelor's degree - Business Administration
Universidad Autónoma De Santo Domingo
12.2010
High school diploma - Tourism
Instituto Politecnico Pilar Costanzo
07.2008
Skills
- Excellent computer skills
- Customer service oriented
- Team player
- Expertise in multi-tasking
- Able to work in a fast-paced work environment
- 16 years in banking Experience
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Branch Operation Lead
JP Morgan Chase
01.2021 - Current
Personal Banker II - Small Business Specialist/ Manager on Duty
JP Morgan Chase
01.2018 - 01.2021
Lead Teller Operations Specialist
JP Morgan Chase
01.2016 - 01.2018
Teller
JP Morgan Chase
09.2013 - 01.2016
Teller
Asociación La Nacional de Ahorros y Préstamos
02.2009 - 01.2011
High school diploma - Tourism
Instituto Politecnico Pilar Costanzo
Associate degree -
Borough of Manhattan Community College
Bachelor's degree - Business Administration
Universidad Autónoma De Santo Domingo