Dulce Bernal
Lake Forest,CA
Summary
Resourceful Assistant Financial Center Manager known for high productivity and efficient task completion. Risk management, and customer relationship building. Excel in leadership, communication, and problem-solving to enhance team performance and achieve organizational goals. Committed to leveraging these skills to drive success in future roles. A committed employee eager to leverage exceptional communication and interpersonal skills in a professional setting. Possesses experience in money handling. Capable of quickly memorizing product details and fostering strong customer relationships. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
13
13
years of professional experience
Work History
Assistant Financial Center Manager
Bank of America
Newport Beach, CA
06.2024 - Current
- Managed daily operations of the financial center, including staffing and customer service.
- Analyzed customer needs to identify and recommend appropriate banking products and services.
- Provided assistance in resolving customer complaints and inquiries in a timely manner.
- Conducted regular meetings with staff to assess performance, provide feedback, and discuss issues or concerns.
- Collaborated with management on developing strategic plans for achieving business goals.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Established processes for monitoring customer satisfaction levels.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Managed customer service inquiries and complaints in a timely manner.
Relationship Banker / Customer Service Representative
Bank of America, NA
Newport Beach, CA
05.2020 - 06.2023
- Built long-term relationships with customers by providing personalized service and support.
- Developed promotional strategies to attract new customers to the bank's products and services.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Provided financial advice to clients based on their needs and goals.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
Restaurant Manager
SUBWAY®Restaurants
Dana Point, CA
08.2018 - 10.2020
- Managed day-to-day operations of restaurant, including scheduling, budgeting, and inventory control.
- Resolved customer complaints in a professional manner to maintain positive relationships with guests.
- Maintained detailed records of sales transactions and daily shift reports.
- Developed strategies for improved operational efficiency and customer satisfaction.
- Supervised and trained staff in customer service, food handling, and safety protocols.
- Inspected dining room area regularly for cleanliness and adherence to safety standards.
- Resolved conflicts among employees in an effective manner.
- Monitored stock levels of ingredients to ensure timely delivery of fresh produce.
- Adhered to all health department regulations regarding food storage and preparation.
- Established policies for cash handling procedures to maximize security measures.
- Analyzed financial statements to identify areas of improvement or cost savings opportunities.
- Counseled and disciplined staff to address issues promptly and provide constructive feedback.
- Prepared employee schedules to maintain appropriate staffing levels during peak periods.
- Coached team members on food safety and sanitation processes, customer service, menu education and up-selling techniques to drive revenue.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Supervisor of Operations
Intercam Financial Services
San Diego, CA
09.2011 - 08.2018
- Oversaw daily operations of the department, including personnel management, budgeting and scheduling.
- Provided training and guidance to team members on operational procedures and best practices.
- Performed teller transactions including check cashing, withdrawals and deposits in accordance with established policies and procedures.
- Processed cash advances, check cashing and money orders.
- Assisted customers with check cashing, bill payment, and money orders.
- Performed teller duties including check cashing, coin redemption, money orders, traveler's checks and other financial transactions.
- Monitored staff performance and provided feedback to ensure quality customer service.
- Performed administrative tasks such as filing documents or preparing reports.
- Audited cash registers at the end of each shift for accuracy.
- Delegated tasks among team members according to their strengths and abilities.
- Performed daily cash register operations including opening and closing procedures and reconciliation of sales receipts.
- Balanced cash drawers at the end of each shift while accurately recording sales receipts.
- Monitored cash flow activity and prepared cash flow projections when needed.
Education
GED -
Saddleback College
Mission Viejo, CA05-2024
Skills
- Branch operations
- Operations Management
- Schedule Coordination
- Team coaching
- Sales initiatives
- Quality controls
- Team Development
Accomplishments
- Pinnacle Award - Bank of America 2022
Languages
Spanish
Native/ Bilingual
English
Professional
References
References available upon request.
Timeline
Assistant Financial Center Manager
Bank of America
06.2024 - Current
Relationship Banker / Customer Service Representative
Bank of America, NA
05.2020 - 06.2023
Restaurant Manager
SUBWAY®Restaurants
08.2018 - 10.2020
Supervisor of Operations
Intercam Financial Services
09.2011 - 08.2018
GED -
Saddleback College