ELIZABETH ALVAREZ
Long Beach,CA
Summary
Dynamic banking professional with extensive experience at Chase, excelling in customer relationship management and fraud detection. Bilingual in Spanish and English, I leverage effective communication and a solid work ethic to foster client trust and drive account growth. Proven ability to thrive under pressure while ensuring operational security and compliance.
Overview
11
11
years of professional experience
Work History
ASSOCIATE BANKER ME
Chase
04.2022 - Current
- Built strong relationships with clients to foster trust and loyalty
- Identified additional opportunities and connected clients with licensed bankers to maximize service offerings
- Managed customer inquiries and provided banking product information.
- Assisted clients with account openings and transactions efficiently.
- Collaborated with team members to streamline service delivery processes.
- Educated customers on digital banking tools and services offered.
- Supported branch operations by organizing schedules and workflows effectively.
RELATIONSHIP BANKER IN TRG
Chase
05.2021 - 03.2022
- Guided clients in selecting financial services tailored to their needs.
- Facilitated referrals for refinancing and investment opportunities.
- Delivered customer service that improved client satisfaction and loyalty.
- Conducted regular follow-ups with clients to ensure ongoing support.
- Assisted in resolving complex account issues promptly and effectively.
- Offered financial solutions tailored to client needs and goals.
ASSOCIATE BANKER
Chase
09.2019 - 04.2021
- Updated customer accounts regularly, ensuring accuracy and compliance with regulations.
- Facilitated training sessions for new associates on operational protocols.
- Monitored accounts for fraudulent activities, protecting customer assets and bank integrity.
- Processed transactions efficiently and accurately at the transaction line.
- Educated customers on digital banking tools and features.
- Monitored compliance with banking policies and procedures daily.
BANK TELLER
Chase
08.2018 - 08.2019
- Identified and reported fraudulent activities concerning customers’ accounts.
- Restocked cash in ATM machines to maintain availability for customer transactions.
- Handled customer complaints with professionalism and empathy.
- Supported branch operations by organizing paperwork and documentation.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
BARISTA
Paradies Lagardere
03.2017 - 08.2018
- Delivered customer service in retail location, enhancing customer satisfaction.
- Operated cash register, ensuring accurate transactions.
- Organized sales products on store shelves to improve product visibility and accessibility.
SALES ASSOCIATE
Forever 21
01.2015 - 01.2017
- Operated cash register efficiently during busy hours.
- Provided customer service support at retail location.
- Assisted customers in selecting and purchasing merchandise.
- Organized sales floor to enhance product visibility and accessibility.
- Processed transactions accurately using point-of-sale systems.
Education
Highschool Diploma -
MILIKAN HIGH SCHOOL
Long Beach, CASkills
- MS Office
- Ability to work and adapt under highly stressful conditions
- Rapid learning skills
- Effective communication
- Cash oversight
- Security control
- Audit procedures
- Money auditing
- Team collaboration
- Operational risk
- Fraud Control
Languages
Spanish
Professional
Timeline
ASSOCIATE BANKER ME
Chase
04.2022 - Current
RELATIONSHIP BANKER IN TRG
Chase
05.2021 - 03.2022
ASSOCIATE BANKER
Chase
09.2019 - 04.2021
BANK TELLER
Chase
08.2018 - 08.2019
BARISTA
Paradies Lagardere
03.2017 - 08.2018
SALES ASSOCIATE
Forever 21
01.2015 - 01.2017
Highschool Diploma -
MILIKAN HIGH SCHOOL